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independent financial advisor(ifa)

Interested to join us as an Independent Financial Advisor (IFA) ?

Independent Financial Advisor (IFA) is a licensed personnel offering financial planning service to their clients.
 
We are currently accepting applications for commission-based  IFA all-year-round.

other career opportunities

Now hiring 🔊:

You can view the details for each position listed here, and apply via application form available at the bottom of this page 
1) Finance Executive

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

WVA Career Opportunities! 🔊

We are looking for a Finance Executive!

Responsibilities

• Reports to Finance Manager and performs tasks related to finance matters
• Process for payments to internal & external parties
• Process for payroll payments to employees and statutory bodies
• Accounting maintenance and management
• Issue invoices and receipts to customers and maintain proper filing and documentations
• Prepare complete financial documents and process for annual audit
• Prepare and provide reporting to department and management team

Required skills/competencies:
• Minimum 2 years' experience, Diploma holder in Finance/Accounting or equivalent
• Ability to work with people at all levels
• Equipped with good communication skills
• Details-oriented, meticulous

To apply, visit www.wealthvantage.com.my/careers or click link at bio before 31 August 2022.

 
2) Salaried Advisor



 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
We are looking for Salaried Advisors to join Wealth Vantage Advisory!

 

You will be reporting to a Senior Advisor (Licensed Financial Planner) 

 

Salaried Advisor Responsibilities

  • Perform tasks assigned by Senior Advisor 

  • Attend all meetings with clients/leads together with Senior Advisor

  • Assist Senior Advisor in all administrative related tasks i.e instruction order, client database update & liasing with back office for outstanding items

  • Assist in Financial Planning related tasks i.e fact finding, handover, meeting minutes

  • Salaried Advisors will not practice independently until they complete the first 2 years of their service

 

Required skills/competencies:

 

  • Financial Planning related qualifications: Certified Financial Planner (CFP), Islamic Financial Planner (IFP), Registered Financial Planner (RFP), Shariah Registered Financial Planner (Shariah RFP) 

  • Bachelor's Degree or equivalent which is accepted for Financial Planning professional qualification 

  • Competency in English

  • Working knowledge of Ms Office & Google Workspace

  • Competency in follow-ups & follow-through on cases/ progress / activity updates

 

 

3) Internship, Branding, Knowledge & Marketing

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

We are looking for 1 Branding, Knowledge & Marketing intern 

Intern Responsibilities:


Marketing Tasks:
- Completing clerical and administrative duties
- Handle social media management & drive engagement
- Copywriting for social media captions and marketing materials
- Basic video editing for company's videos & content
- Assist lead generation activities
- Preparing promotional or marketing materials

Branding Tasks:
- Assist in developing and maintaining firm’s branding including financial advisors
- Content creation for all of our company social media account, including organizing cross-platform content
strategies
- Monitor social channels for trending news, trend and ideas that can be utilized for our social media campaigns
- Assist branding recognition.

Required skills/competencies:
- Degree (student/completed) in Marketing, Communications or Business Administration or related field of
studies
- Marketing/ Communications/ Business studies/experience
- Working knowledge of Design software (Photoshop, Canva, Illustrator)
- Working knowledge of Video Editing / Subtitling software
- Strong command of written language (Required English, BM and/or Chinese a plus)
- Good communicator

Monthly allowance is provided

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