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WE WANT YOU!

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WEALTH PLANNER

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LEADER & PRUVENTURE MANAGER

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UNIT TRUST CONSULTANT

A Real Success

Trusted advisor. Solution provider. Financial consultant. These are the roles you will take on as you offer the best financial advice to meet your customers’ needs.

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We are looking for a driven and motivated personality to drive the business with us. Full training will be provided and you will come under our best in class training and development program with a clear path towards being the next Million Dollar Round Table producer.

Exceptional Achievement

Lead. Sell. Recruit. Train. You will be a key contributor to our company’s growth, as you build wealth planners and lead your own teams. So if you’re great with people and have strong execution skills, then push your ambitions further by being a part of our leadership team.

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You should have a minimum of 3 years experience in a managerial or leadership role, OR have been a business owner or entrepreneur before.

Perfect Execution

You are tasked with advising clients on their investment and wealth management goals. And helping them achieve it with an ideal strategic portfolio.

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Where others make a living, you aim to make a life. Because while work brings you income, this career also gives you purpose, meaning, security – and helps you make an impact towards people’s financial well-being.

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ESTATE PLANNER (WILL & TRUST)

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INTERNSHIP & GRADUATE DEVELOPMENT PROGRAM

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ADMIN & CLIENT SUPPORT

Trusted for Generations

Enjoy the satisfaction that comes from helping others achieve their dreams of caring for their loved ones. You also enjoy the freedom of working towards your own goals, at your own pace, with fulfilling rewards to look forward to in your career.

Journey Ahead

Learn. Grow. Develop.

 

You will train under the guidance and mentorship of our qualified team, while gaining all the knowledge, skill and experience with full hands on training.

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We offer a career path with a long term plan that is unmatched in any other industry.

Listening & Understanding

Communication and attention to detail is key to this role. You must enjoy being on the phone and believe in our goal of going beyond for our clients.​

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You are the one that links the group, and

will need to have great organizational and inter personal skills.

APPLY HERE

Thanks for submitting!

Career: Job Application
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