Financial planner
Makati
Job Description
Posted on 8 September 2025
A financial advisor is an investment professional who will assist their clients in creating and implementing a personalized plan to pursue their clients' financial goals, from college planning to retirement and more.- Meeting individually with clients to determine their financial objectives, risk tolerance, income, expenses, and assets. Offering strategic advice on products and services, such as investments, insurance coverage, and debt management tools
- Securing stocks and bonds and establishing progressive savings accounts
- Moving money from accounts per industry and federal regulations
- Performing market research to stay current with financial trends
- Preparing financial documents, such as income projections and investment reports
- Maintaining compliance with all rules and regulations in the financial industry
- Identifying and pursuing potential clients to maintain a strong client base
Qualifications/Requirements
We are seeking FINANCIAL ADVISORS!Applicants should be at least 21 years old. Both full-time and part-time positions are available.
Work location
CITY OF MAKATI, NCR, FOURTH DISTRICT
Remarks
No additional remarks
Apply now
Manila, 6 km from Makati
Job Description
Posted on 3 September 2025
Manila International Container Terminal is HIRING!
We are looking for qualified Financial Planning and Analysis Supervisor who can join our team.
1. Directly reports to the FP&A Assistant Manager...
MerckTaguig, 5 km from Makati
with us.
Who you are:
For Controlling Analyst/Associate or Senior Controlling Analyst:
• Graduate of Finance/Accounting, preferably CPA. CIMA/CMA not required but an advantage.
• Experienced in finance operations in shared service setting or local...
Capital OneSan Pedro, 22 km from Makati
Alabang (96050), Philippines, Muntinlupa City, National Capital Region (Manila)
Finance Specialist (Financial Planning & Analysis)
Financial Planning & Analysis
Summary:
The role will be responsible for the gathering, validation...