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This job is an Associate at Echelon Wealth Advisors, where you'll help clients achieve financial goals. You might like this job because it offers a supportive team, a flexible hybrid work environment, and significant growth potential!
Job Description
Join Us as an Associate
Help our clients make informed, strategic decisions to build a secure financial foundation and achieve their long-term financial goals.
📍 Location: Hybrid role based in Puchong, with the flexibility of some Work From Home (WFH).
Why Join Echelon Wealth Advisors (EWA Asia)?
- Collaborative, Not Competitive
Work alongside a team of like-minded associates to deliver expert advice and goal-oriented solutions. We believe great outcomes come from working together! - People-First Culture
We value openness and trust. Expect zero office politics, open-door communication, transparent rewards, and a clear career path toward Senior Associate or Wealth Manager. - Lean & Empowering Structure
No getting lost in corporate layers. Our lean setup means direct reporting, faster decisions, and real hands-on experience from day one.
What You’ll Do
- Client Relationships: Build and maintain long-term trust by understanding their unique needs.
- Wealth Planning: Provide personalised planning for protection, savings, and retirement.
- Investment Advisory: Recommend suitable solutions and review portfolios regularly.
- Business Development: Grow your base through networking and professional connections.
- Client Servicing: Provide ongoing support to keep clients on track with their goals.
- Professional Development: Upgrade your knowledge through training and mentoring.
- Leadership Development: Develop your skills and mentor future associates as you grow.
Why You’ll Love This Role
- The Best of Both Worlds: Hybrid working with 3 days physical reporting in our office. Enjoy the team vibe + WFH comfort!
- Real Impact: Make a genuine difference in clients' lives by helping them achieve true financial peace of mind.
- Mission-Driven: Work in a collaborative environment with other passionate associates who actually care.
- Freedom to Grow: Have the freedom to innovate, share your expertise, and bring new ideas to the table!
- Kickstart Your Success: Get a head start with our exclusive 4D3N Orientation Program within your first 2 months. We invest in you from Day 1!
- Uncapped Growth: Committed associates can expect double-digit income growth % yearly. Your hard work translates directly into your bank account.
Job Requirements
Qualifications:
- Education: Bachelor's degree in Financial Engineering, finance related, law, business, entrepreneurial are welcome to apply
- Skills: Strong inter-personal skill, communications, public speaking and good presentation. Priority give to talents with sales and client acquisition experience.
- Communication: Proficient in English and local language, with excellent communication, negotiation, and presentation skills.
Skills
Company Benefits
Recognition Programs
Recognition is tie to values -like creativity, accountability, teamwork, agility or passion -so you shine in your own way.
Work-Life Integration / Flexible Schedule
A flexible schedule -including the ability to work from home, as long as they meet deadlines and produce results.
Professional Development
We send you to self development courses when you meet the KPI set out.
Monthly Gathering
We do fun activities monthly. We work, eat, play, celebrate together.
Annual Family Gathering
We gather families for bonding activities every year.
No Need apply Annual leave
End of the day, result matters. You manage your time off. Just continue attending meeting and training.
Additional Info
Company Activity
Last active - few minutes ago
Experience Level
1 - 3 Years of Experience
Career Level
Senior Executive
Job Specialisation
Company Profile
