Handles tax compliance and reporting tasks for QBE in the Philippines. Working primarily in Cebu or Manila while coordinating with international teams.
About the role
- Financial Advisor Associate at Vanguard focused on client engagement and personalized financial planning solutions. Collaborating with a dynamic team to enhance client satisfaction and achieve financial goals.
Responsibilities
- Identify client needs and collaborate with internal partners to deliver effective solutions.
- Conduct consultations to assess clients' financial situations, goals, risk tolerance, and planning needs, developing customized investment plans.
- Cultivate deep client relationships and high satisfaction through personalized interactions, leveraging digital experiences and investment planning expertise.
- Partner with sales representatives to onboard new clients into advice.
- Lead daily activities in a fast-paced environment, ensuring timely delivery of commitments.
- Maintain accurate client records and ensure adherence to Vanguard's systems, methodologies, and investment guidelines.
- Develop a detailed understanding of Vanguard funds, products, and services to educate clients effectively.
- Stay updated on financial planning, capital markets, and the financial services industry.
- Utilize technology to enhance financial planning discussions and work efficiently with clients virtually.
- Join a supportive team environment with opportunities for personal and professional growth.
Requirements
- 1-2 years of experience in advisory or paraplanner roles.
- Undergraduate degree required.
- SIE, Series 65/66 licenses required.
- This job requires a regulatory license and/or registration (e.g. FINRA, NASAA).
- The SIE, Series 7, and Series 66 are required to be obtained within department guidelines.
- CFP® preferred, with a commitment to pursue the designation.
- Regulatory licenses and/or registrations as determined by Compliance based on role-specific duties.
Benefits
- Comprehensive Training: Our corporate CFP program and extensive training opportunities will equip you with the skills and knowledge needed to excel in your role.
- Career Pathing: We provide clear career progression paths and continuous learning opportunities to help you grow within the company.
- Collaborative Environment: You will work as part of a supportive team to help Vanguard advised clients, ensuring you have the resources and support needed to succeed.
- Impactful Work: Make a real difference in the lives of our clients by providing sound financial advice and helping them achieve their financial goals.
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
Senior Associate in Financial Risk at Euronext managing independent challenges of CCP risk models. Involved in regulatory testing and risk controls across multiple asset classes with significant stakeholder interaction.
Assistant Vice President managing financial operations of Barclays in the Isle of Man. Ensuring accuracy and integrity of financial reporting while overseeing financial controls and policies.
Attorney providing legal support for the Equipment Finance Group at Truist. Engage in drafting, reviewing contracts, and legal advising while collaborating with internal teams.
Senior Finance Business Partner at Vista Global, overseeing SG&A costs and supporting functional leaders. Collaborating with management on budgeting and financial analysis for business performance.
Financial Management Co - op in a supportive role for financial professionals, embracing a flexible work culture. Focused on customized financial solutions and personal development alongside teamwork.
Marketing Manager overseeing budgeting for Advertising & Promotions across TELUS brands. Collaborating with finance and marketing teams to optimize funding allocation strategies.
Analista Financeiro III role managing financial operations and reporting in a hybrid environment at Votorantim's Excellence Center. Supporting financial tasks, compliance, and asset management.
Senior Treasury Analyst managing analytics and reporting for Treasury services in financial area at Washington University. Collaborating with team to enhance financial performance and decision - making.
Senior Manager of Financial Planning & Analysis overseeing financial planning and cash forecasting for Apotex Corp. Leading GTN forecasts and ensuring compliance with financial regulations and policies.