Descrição
Wealth Planner
- A High-Impact Career for Mid-Career Professionals Ready for Their Next Chapter_
Are you at a point in your career where you’re looking for more meaning, more autonomy, and more control over your income and future?
If you’ve built professional experience but feel ready for a career that truly rewards your skills, this is your invitation to pivot into a role that blends human connection, strategic thinking, and long-term purpose.
We’re expanding our team of Wealth Planners - a role designed for driven mid-career individuals who want to reinvent their career trajectory with a future-proof profession.
- Why Consider a Career Switch into Financial Advisory?_
Because this path offers what many traditional corporate roles can’t:
✔ Unlimited Income Growth
No salary ceiling — your performance, network, and commitment directly shape your earnings.
✔ Work-Life Autonomy
Design your own schedule. Build a career that supports family, passion projects, or personal development.
✔ Future-Proof Skills
Financial literacy is one of today’s most in-demand competencies. You’ll gain expertise that’s valuable both professionally and personally.
✔ Purpose-Driven Work
You’ll help individuals and families make confident financial decisions, protect dreams, and build legacies.
✔ Supportive Career Transition
Structured training, mentorship, and licensing support to help you succeed even without prior financial experience.
- What You Will Do_
As a Financial Planning Consultant, you will:
- Build meaningful client relationships and understand their financial goals
- Design customized financial solutions, including risk management, wealth accumulation, and retirement strategies
- Provide long-term advisory support to help clients navigate financial milestones
- Continuously grow your expertise with industry-leading training and certifications
- Develop a personal brand and professional network with full marketing support
- Operate with integrity, professionalism, and a commitment to improving clients’ lives
- Who Thrives in This Role_
You don’t need a finance background — we welcome professionals from all industries.
You may be a great fit if you:
- Have at least a Diploma from a local polytechnic or equivalent qualification
- Are seeking a more fulfilling or flexible career path
- Communicate well and enjoy helping people
- Are motivated by personal growth and meaningful work
- Possess strong discipline and accountability
- Want to build a long-term professional identity, not just another job
- What We Pr*_ovide*
✔ Industry-Leading Training & Licensing Support
From zero knowledge to certified professional — we guide you through the entire learning and accreditation process.
✔ Structured Mentorship
You’ll be coached by top-performing mentors who have successfully transitioned into this industry.
✔ Marketing & Lead-Gen Resources
Tools, branding support, and proven systems to help you accelerate client acquisition.
✔ Ongoing Product & Skills Training
Stay ahead with continuous learning. We provide regular training on new financial products, advisory techniques, sales skills, client communication, digital tools, and market trends to keep you sharp, confident, and competitive throughout your career.
✔ Clear Career Progression
Consultant → Manager → Director
Grow as big as you dream — the career path is defined, merit-based, and transparent.
- Compensation_
A hybrid earnings model that includes:
- Monthly allowance starting from $2k per month
- Performance-based commissions
- Quarterly bonuses
- Passive income opportunities
- Incentive trips and recognition awards
- Earning potential commonly exceeds traditional salaried roles within 1-3 years.
- Your New Chapter Starts Here_
If you’re ready to transform your career into one with purpose, growth, and unlimited potential, we’d love to meet you.
Job Types: Full-time, Part-time, Fresh graduate, Freelance
Pay: $2,000.00 - $12,000.00 per month
Benefits:
- Flexible schedule
- Professional development
- Work from home
Work Location: In person