Financial Advisor/Financial Consultant
Mandaluyong Full-time
This is a full-time/part-time hybrid role for a Financial Advisor, located in Mandaluyong with some work-from-home flexibility. The Financial Advisor will be responsible for assessing clients' financial needs, offering tailored financial planning and advisory services, and providing guidance on investments and retirement planning.
Day-to-day tasks include meeting with clients, analyzing financial information, creating comprehensive financial plans, and advising on financial products and services.
Pru Life UKMandaluyong
We are looking for a home-based Financial consultant who will perform the following:
• Implement strategies and initiatives to ensure the accomplishment of personal monthly sales targets
• Manage the financial portfolio of existing and new clients...
Taguig, 8 km from Mandaluyong
Job Description
Posted on 24 April 2025
FINANCE CONSULTANT
1. Provide expert advice and guidance to clients on various aspects of finance, such as accounting, auditing, taxation, budgeting, forecasting, risk management, mergers and acquisitions...
Golden Empire Summit Life Insurance Agency (GESLIA Pru Life UK)Makati, 3 km from Mandaluyong
financial decisions across different life stages
• Develop business by acquiring and building individual and corporate clienteles
• Manage, develop, and train a group of financial consultants.
Benefits and rewards
• Work-from-home setup
• Time
• Time...