licensed financial planner
licensed financial planner
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licensed financial planner

Interested to join our growing team? Join us as a Licensed Financial Planner at Wealth Vantage Advisory! ✨
Licensed financial planner is licensed personnel offering financial planning services to their clients.
Why you should join us!
- Continuous competency-based learning from a team of experienced mentors
- Helping Malaysians plan & achieve their financial life goals
- Great career opportunities & earning potential
Required qualifications/competencies:
- Professional certifications such as Certified Financial Planner, CFP or Registered Financial Planner, RFP
- Degree in any field (preferably in finance related field)
- Good understanding of financial planning activities & products
- Excellent analytical skills
- Good statistical knowledge is an added advantage
- Excellent written and verbal communication
📲To apply:
Send your resume to hc@wealthvantage.com.my or apply below
We are currently accepting applications for commission-based Financial Advisor 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
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1) Senior Executive, Recruitment
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Responsibilities
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Design, update and maintain the recruitment process, policies & procedures in accordance with company policies.
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Implementing and embedding hiring processes, providing guidance and advise on routes to market & providing market and data.
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Identify, propose, and implement relevant system methods to improve the quality of deliverables and turnaround time.
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Develop the yearly manpower plan and budget.
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Develop Job Competency Profile (JCP) for jobs based on industry and organization needs.
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Develop Job Advertisement from information acquired in JCP and set target timelines in consultation with recruiting managers.
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Responsible for arranging interviews and conducting competency-based interviews alongside recruiting mangers.
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Create a conducive working environment that would enhance productivity in achieving departmental objectives.
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Required skills/competencies
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Hold a degree in Human Resource Management or a related field.
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Possess a minimum of 4 to 5 years' experience in recruitment.
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Proficient in stakeholder management
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Familiarity with direct sourcing methods (such as LinkedIn, social media, etc.)
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Strong written and verbal communication skills
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2) Social Media Manager
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Responsibilities
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Determine the niche of each advisor for social media planning.
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Creativity in coming out with new content according to the advisor’s voice & focus. Positioning advisors as the expert in the financial planning field.
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Design content according to SEO and algorithm requirements for each social media platform.
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Create short videos, snippets, reels, and TikTok based on trending topics, and available content.
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Develop and facilitate in promoting firm campaigns and events on social media.
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Provide and perform in providing development training in-house or external trainer.
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Performing to keeping firm social media up to date with the latest announcements, information, etc.
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Following company brand guidelines for social media content
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Required skills/competencies
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Degree in in Marketing, Communication (Mass Communication/ Corporate Communication) or similar relevant field.
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Minimum 3-5 years’ working experience in social media management field
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Strong visual communications skills and ability to translate advisors & firm information into social media posts.
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Excellent written and verbal communication skills.
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Familiarity with best practices for design requirements on social media platforms.
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Comfortable with using AI to pre-plan and executing content.
3) Operation Assistant Cum Admin
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Responsibilities
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Provide high-level administrative assistance to the COO, managing schedules, coordinating meetings, and handling correspondence to ensure effective time management and seamless communication.
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Assist in coordinating and tracking various strategic projects, ensuring deadlines are met, and progress is effectively communicated to relevant stakeholders.
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Assist in research and analysis to support decision-making processes, compile reports, and present insights to aid in operational efficiency and informed business choices.
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Identify opportunities for process improvements and implement streamlined procedures to enhance overall organizational effectiveness.
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Act as a liaison between the COO and internal teams, as well as external partners, fostering open communication and ensuring alignment on key initiatives.
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Manage advisor performance reporting includes monitor and track advisor activity progress towards their individual goals and key performance indicators.
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Organize and manage internal event and meeting session, ensuring all logistics are well-coordinated.
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Required skills/competencies:
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Diploma or Degree in any discipline, preferred in business, management-related field.
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Minimum of 1 year of relevant experience is required.
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Fresh graduates are encouraged to apply.
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Excellent written and verbal communication skills
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Proficiency in Google Suite, Microsoft Suite, and use of the Internet for research
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Ability to multi-task and undertake other special assignments.
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Team players with a positive attitude, enthusiastic and motivated.
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4) Internship, Business Operations Support
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Responsibilities
-Handle and maintain all documentation
- Assist sales admin team on daily submission and application process
- Assist paraplanner in preparing related documents, materials, or solutions
Required skills/competencies
-bachelor's degree in finance, Business Administration, Management, Marketing and other degrees if related
- Sound knowledge in Microsoft Office Software
- Excellent interpersonal, communication & presentation skills
- Highly motivated with a strong interest in business
Monthly allowance is provided



