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licensed financial planner

licensed financial planner

career page

licensed financial planner

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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 
1) Salaried Advisor
 
 
 
 
 
 
 
 
 
 
 
 
 
 

 

Responsibilities

 

  • Perform financial advisory roles

  • Responsible for the fulfillment of every licensing requirement as per the regulators

  • Projecting & reviewing performance with the Sales team

  • Planning & executing prospecting & branding activities to attract potential clients

  • Attend to potential clients by asking relevant questions to determine their requirements & financial needs

  • Guiding client on the onboarding process

  • Attend all learning & development training programs to increase financial advisory skills

Required skills/competencies

  • Degree in Finance or any related fields

  • Working knowledge in Microsoft Office software

  • Good understanding of the financial planning activities

  • Excellent written and verbal communication skills.

  • Ability to work with people at all levels

 
 
 
2) Operation Assistant Cum Admin 
 
 
 
 
 
 
 
 
 
 
 
 
 
Responsibilities
  • Provide high-level administrative assistance to the COO, managing schedules, coordinating meetings, and handling correspondence to ensure effective time management and seamless communication.

  • Assist in coordinating and tracking various strategic projects, ensuring deadlines are met, and progress is effectively communicated to relevant stakeholders.

  • Assist in research and analysis to support decision-making processes, compile reports, and present insights to aid in operational efficiency and informed business choices.

  • Identify opportunities for process improvements and implement streamlined procedures to enhance overall organizational effectiveness.

  • Act as a liaison between the COO and internal teams, as well as external partners, fostering open communication and ensuring alignment on key initiatives.

  • Manage advisor performance reporting includes monitor and track advisor activity progress towards their individual goals and key performance indicators.

  • Organize and manage internal event and meeting session, ensuring all logistics are well-coordinated.

Required skills/competencies:

  • Diploma or Degree in any discipline, preferred in business, management-related field.

  • Minimum of 1 year of relevant experience is required.

  • Fresh graduates are encouraged to apply.

  • Excellent written and verbal communication skills

  • Proficiency in Google Suite, Microsoft Suite, and use of the Internet for research

  • Ability to multi-task and undertake other special assignments.

  • Team players with a positive attitude, enthusiastic and motivated.

3) Internship, Business Operations Support

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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

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