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- Assess clients and craft plans for protection, retirement, education & investments.
- Structured training with one-to-one mentorship to build your practice.
- RM2,000-RM12,000 development allowance, uncapped commissions and a clear leadership path!
Job Description
What You'll Be Doing:
1) Wealth Advisory & Financial Planning
- Perform comprehensive financial needs assessments to identify clients' immediate and future aspirations.
- Offer tailored advice on safeguarding wealth, savings strategies, retirement planning, educational funding, and investment options.
- Assist clients in making well-informed financial choices that align with their individual objectives.
2) Client Relationship Development
- Forge significant connections with professionals, families, and entrepreneurs.
- Enhance your professional network via referrals, networking events, and social interactions.
- Position yourself as a reliable advisor by comprehending clients' goals and dreams.
3) Leadership & Business Development
- Acquire knowledge on how to establish and oversee a professional advisory practice.
- Enhance skills in business development, communication, and managing relationships.
- Experience leadership roles through opportunities for mentorship.
Why Join finergy advisory?
Financial Support During Your Transition
✔ Monthly Development Allowance of RM2,000 – RM12,000* while you build your career
Unlimited Income Potential
✔ Uncapped commission structure and performance-based incentives
Structured Career Development
✔ Comprehensive training designed for both fresh graduates and career switchers
One-to-One Mentorship
✔ Learn directly from experienced leaders within the industry
Flexible Work Arrangement
✔ Hybrid work environment with flexibility to manage your schedule
Leadership Growth Opportunities
✔ Clear pathway into leadership and management positions
Professional & Personal Development
✔ Build valuable skills in communication, leadership, financial planning, and entrepreneurship
Meaningful Impact
✔ Help individuals and families achieve greater financial confidence and security
*Monthly Development Allowance is subject to qualification criteria and program requirements.
Why This Career Stands Out
This is more than a career opportunity.
It is a leadership development journey designed for individuals who aspire to build a meaningful profession, create long-term impact, and develop into future business leaders.
If you are driven by growth, purpose, and leadership, we invite you to take the next step with finergy advisory.
Apply today and begin your journey towards becoming a future leader in wealth advisory.
Job Requirements
Minimum Entry Requirement:
- SPM with 5 passes inclusive Bahasa Malaysia subjects or other qualifications deemed equivalent or higher (must be academic based).
Who We're Looking For:
- Fluent in both Mandarin and English (spoken and written).
- Strong communication and interpersonal skills.
- Positive attitude with a growth mindset.
- Self-motivated, ambitious, and eager to learn.
- Comfortable building relationships and engaging with people from diverse backgrounds.
We Welcome Applications From:
- Fresh Graduates
- Sales Professionals
- Financial Services Professionals
- Customer Service Executives
- Marketing Professionals
- Corporate Professionals seeking a career transition
Skills
Financial Planning
Insurance Sales
Investments
Risk Management
Leadership
Teamwork
Sales
Company Benefits
Exclusive Learning Opportunity
We provide training and learning opportunity with international industry leader(s), as well as with subsidized exclusive learning opportunity.
Self Time Management
You have full control of your time.
Rewards & Recognition
We believe people is the key pillar of a successful business, therefore hard work must be rewarded!
Performance Based Income
Effort directly translates to income. We believe in being paid based on the amount of effort you put in.
Coaching Culture
We believe everyone has unique potential. We invite international coach(es) to guide you on rethinking your potential, help you to grow and achieve.
Additional Info
Company Activity
Last active - few days ago
Experience Level
1 - 3 Years of Experience
Career Level
Junior Executive
Job Specialisation
Company Profile
finergy advisory
At finergy advisory, we don't believe in treating people like replaceable gears in a machine. We are a firm built specifically to help ambitious professionals break free from the traditional corporate hamster wheel.
Our vision is simple yet powerful: to build an inclusive, tight-knit collective of exactly 99 elite advisors. We guide career switchers to transition safely into becoming independent Wealth...