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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 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) Graphic Designer & Video Editor 

We are looking for 1 Graphic Designer & Video Editor!




- Plan and develop designs, concepts, and example layouts to the requirements of the firm

- Planning and shoot videos related to the firm.

- Design marketing materials for the firm

- Design logo, wording, etc for firm merchandise

- Assist in deploying marketing campaigns for the firm.

- Planning and sharing company brand guidelines for visual content.

- Assist with keeping the brand website up to date with the latest announcements or information

Required skills/competencies:👩‍🎓


- Degree or Diploma in Marketing, Communication, or any related fields

- Strong visual communication skills

- Familiar with using the latest design & video editing tools

- Excellent written and verbal communication skills.

- Ability to work with people at all levels

2) Salaried Advisor
Wealth Vantage Advisory is looking for 2 Salaried Advisors!

- Perform financial advisory roles
- Planning & executing prospecting & branding activities to attract potential clients
- Attend to potential clients by asking relevant questions to determine their requirements & financial needs
- Guiding clients on the onboarding process
- Responsible for the fulfillment of every licensing requirement as per the regulators
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 & Bahasa
- Working knowledge of Ms Office & Google Workspace

3) Internship, Finance and Administration 
We are looking for 1 Finance and Administration Intern
- Prepare invoices, quotations, receipts & any form related to daily company operation
- Assist in audit preparation
- Assist finance team during every month payment cycle
- Assist in preparing monthly or weekly financial report
- Handling stamping submission for the completed agreement
- Assist with any ad-hoc task given by Finance Manager
Required skills/competencies
-Bachelor's degree or diploma in finance, Business, Management, and other field if related
- Sound knowledge of Microsoft Office Software
- Ability to work with people at all levels
- Highly motivated with a strong interest in business

Send your resume to before 17 February 2023 or apply below 
A monthly allowance is provided​




4) Internship, Branding, Knowledge and Marketing


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
- 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
- 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






5) Internship, Business Operations Support

































-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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