Wealth Planning Advisor (WFH | Open for Part time)

We are looking for individuals who want to start a career in financial services and help clients work toward their financial goals while working remotely. This is a great opportunity for fresh graduates or anyone seeking a stable career path with training and guidance provided.

Responsibilities

• Assist clients in understanding basic financial planning options
• Handle inquiries related to financial services in a professional manner
• Conduct simple client needs assessment
• Help identify suitable financial solutions based on client requirements
• Maintain clear and professional communication with clients
• Learn and grow under the guidance of experienced mentors

Qualifications

• Bachelor’s degree holder (any course)
• Fresh graduates are welcome
• Good communication and interpersonal skills
• Willingness to learn and be trained
• Positive attitude and goal-driven mindset
• Reliable internet connection for remote work

What We Offer

• Work-from-home setup
• Flexible work arrangement
• Complete training and mentorship
• Performance-based income opportunities
• Career development in the financial services field
• Supportive and growth-oriented team environment

If you’re looking for a meaningful career where you can learn, grow, and build your future, we’d love to hear from you. Apply now.