700+ Financial Planning Jobs - August 2026 - High Salaries

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Chat Available
MYR2,500 - MYR5,000 Per Month
+Additional Compensation
Fresh Graduates
Near Train Station
  • Assist individuals and family plan for their financial future
  • Create content and build own personal brand through social media (optional guidance provided)
  • Build long-term relationships with clients and provide after-sales support
Financial Analysis Communication
+1

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Posted
2 days ago
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MYR2,500 - MYR9,000 Per Month
Hybrid • Fresh Graduates
Near Train Station
  • Build and manage client relationships while developing leadership capabilities
  • Progress into a long-term career path as a professional advisor and future agency leader
  • The Next Gen Advisor (NGA) Programme is a structured career launch designed to support aspiring financial advisors with monthly financial allowance, training, and mentorship. ...
Financial Planning Investment Management
+2
Posted
2 days ago
Chat Available
MYR3,600 - MYR4,500 Per Month

Pandan Indah, Selangor

Near Train Station
  • Ensure the softcopy invoice for professional fees, legal fees, processing fees, penalty, hire purchase loan, services and part charges payment are up-to-date
  • Prepare monthly bank reconciliation for respective bank(s)
  • Prepare journal entry for bank charges, cheque processing fees and get verified by Division Head. ...
Account Receivable Bank Reconciliation
+2

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Posted
10 days ago
Chat Available
MYR2,000 - MYR10,000 Per Month
+Additional Compensation
Hybrid • Fresh Graduates
  • • Build meaningful relationships with individuals and families by providing professional financial planning services.
  • • Assist clients in planning for protection, education, retirement, wealth accumulation, and legacy planning.
  • • Attend professional training, workshops, coaching sessions, and leadership development programmes. ...
Basic Communication Basic Problem-Solving
+2

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Posted
4 days ago
Chat Available
Undisclosed
Fresh Graduates
  • Educate clients on insurance, savings, investment, retirement, and legacy planning in a simple and practical way.
  • Generate new business opportunities through referrals, networking, events, and social media.
  • Maintain long-term client relationships by providing regular financial reviews and ongoing support. ...
Basic Communication × Basic Problem-Solving ×
+4

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Posted
a day ago
Chat Available
MYR8,000 - MYR10,000 Per Month
+Additional Compensation
Fresh Graduates
  • • Educate clients on insurance, savings, investment, retirement, and legacy planning in a simple and practical way.
  • • Expand your professional network through referrals, events, and social media.
  • • Maintain long-term relationships by providing regular financial reviews and ongoing support. ...
Communication Skills Sales & Business Development
+9

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Posted
2 days ago
Chat Available
MYR7,000 - MYR9,000 Per Month

Bandar Kuala Lumpur, WP Kuala Lumpur

Near Train Station
  • Analyse key business drivers, revenue trends, cost structures, and operational KPIs to identify opportunities for improvement
  • Prepare financial reports, dashboards, and presentations to provide actionable insights to senior management
  • Monitor financial performance and provide recommendations to improve profitability and cost efficiency ...

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Posted
2 days ago
Chat Available
MYR2,000 - MYR6,000 Per Month
Fresh Graduates
  • Build long-term relationships to support life-stage financial needs
  • Meet performance targets while prioritizing client interests
  • Assess clients’ financial goals, risk tolerance, and current assets ...
Financial Planning Investment Management
+1

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Posted
11 days ago
Chat Available
MYR3,000 - MYR15,000 Per Month
Fresh Graduates

Bandar Kuala Lumpur, WP Kuala Lumpur

Near Train Station
  • Participate in exciting team initiatives and campaigns designed to boost sales and create a competitive, yet supportive environment.
  • Job Responsibilities
  • Provide expert wealth advice tailored to help clients plan their financial future, offering solutions tailored to their unique needs and goals. ...
Negotiation Communication
+10

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Posted
10 days ago
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Chat Available
MYR3,000 - MYR10,000 Per Month
+Additional Compensation
Fresh Graduates
Near Train Station
  • Providing professional advice, strategies and solutions to clients in achieving their short term and long term financial goals.
  • Building & maintaining a healthy relationship and high standard of services to clients.
  • Attending meetings & training provided by the company. ...

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Posted
19 hours ago
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MYR4,000 - MYR6,000 Per Month
+Additional Compensation
Fresh Graduates

Bayan Lepas, 11950

  • Prepare quotations and assist with policy applications.
  • Provide after-sales service and annual policy reviews.
  • Participate in professional training and personal development programmes. ...
Financial Planning Sales Acumen
+10
Posted
2 days ago
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MYR3,000 - MYR3,500 Per Month
+Additional Compensation
Near Train Station
  • Build and maintain strong client relationships to grow clientele base
  • This is a full-time, on-site role located in Subang Jaya, Selangor. As a Loan Consultant, you will:
  • Follow up lead provided and handle customer interactions to understand their financial needs ...
Consultation Know Your Customer (KYC)
+3

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Posted
4 days ago
Chat Available
Up to MYR10,000 Per Month
Near Train Station
  • Provide mortgage, loan and financial advises to offer best solution.
  • Establishing and maintaining strong customer relationship.
  • Close contacts with business partners.
Posted
17 days ago
Chat Available
MYR7,500 - MYR8,000 Per Month

Petaling, WP Kuala Lumpur

Near Train Station
  • Experience in budgeting, forecasting, cash flow management, and financial analysis is highly desirable.
  • Ability to prepare and present management reports, financial dashboards, and business performance analysis to support Senior Management decision-making.
  • Familiarity with café operations, POS systems, inventory reconciliation, and outlet financial controls is a strong advantage. ...
Financial Reporting Accounting
+7

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Posted
5 days ago
MYR800 - MYR1,000 Per Month
Fresh Graduates

KL City, WP Kuala Lumpur

Near Train Station
  • Build and maintain long-term client relationships through professional advisory service.
  • Provide structured after-sales service and policy review support.
  • Develop new client opportunities through networking, referrals, and relationship building activities. ...

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Posted
18 days ago
Chat Available
MYR800 - MYR1,000 Per Month
Fresh Graduates

KL City, WP Kuala Lumpur

Near Train Station
  • Build and maintain long-term client relationships through professional advisory service.
  • Provide structured after-sales service and policy review support.
  • Develop new client opportunities through networking, referrals, and relationship building activities. ...

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Posted
15 days ago
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Chat Available
MYR3,000 - MYR5,000 Per Month
+Additional Compensation
Near Train Station
  • Relentless Prospecting
  • Sales Discipline
  • Objection Handling ...
Financial Planning Client Relationship Management
+6

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Posted
20 hours ago
Chat Available
MYR15,000 - MYR20,000 Per Month
+Additional Compensation

Bandar Kuala Lumpur, WP Kuala Lumpur

Near Train Station
  • Conduct regular portfolio reviews to evaluate performance, adjust strategies when necessary, and proactively identify opportunities to expand client relationships.
  • Stay updated on market trends, economic developments, and regulatory changes to deliver timely and well-informed financial advice.
  • Work closely with internal stakeholders such as investment specialists, tax advisors, and estate planning professionals to provide clients with holistic wealth management solutions. ...
Financial Planning Investment Management
+5
Posted
18 days ago
Chat Available
MYR2,000 - MYR4,000 Per Hour
+Additional Compensation
Fresh Graduates

Bandar Kuala Lumpur, WP Kuala Lumpur

Near Train Station
  • Sales Management
  • Providing professional financial planning and wealth management solution to individuals, families or business owner.
  • Training and guidance will be provided.
Posted
4 days ago
Chat Available
MYR650 - MYR1,000 Per Month
Fresh Graduates
  • Understand the function of different events and learn how to Invite prospects to the event with the public relations skills
  • Promote the company events through some social media
  • Sharing the knowledge which through the training by using the AI and collect the feedback from public to have a practical study, in order to understand human being mind and their taught to maintain good interpersonal skills ...
Financial Planning Digital Marketing
+1
Posted
21 days ago
Chat Available
MYR3,000 - MYR5,000 Per Month
Fresh Graduates
  • Look for customers that have concern on legacy distribute their wealth.
  • Set own sales performance
  • Understand, Identify & Analyse client’s financial needs and concerns ...
Financial Planning Wealth Management
+1

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Posted
21 days ago
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MYR2,000 - MYR8,000 Per Month
+Additional Compensation
Fresh Graduates

40000 Shah Alam, Shah Alam

  • Stay updated on market trends, economic conditions, and regulatory changes affecting the financial services industry and Takaful products.
  • Claim Assistance: Guide and support clients during the critical moments of filing Takaful claims.
  • Develop and implement comprehensive financial plans for clients, aligning with their short-term and long-term goals. ...
Verbal Communication Interpersonal skill
+8
Posted
3 days ago
Undisclosed
  • Prepare and analyse planning reports, including forecast accuracy, plan adherence, inventory performance, and material shortage risks.
  • Support continuous improvement initiatives to enhance planning processes, inventory control, and supply chain efficiency.
  • Prepare weekly and monthly planning performance reports for management review. ...

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Posted
5 days ago
Undisclosed
Fresh Graduates

KL City, WP Kuala Lumpur

Near Train Station
  • Build and maintain long-term client relationships through professional advisory service.
  • Provide structured after-sales service and policy review support.
  • Develop new client opportunities through networking, referrals, and relationship building activities. ...

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Posted
17 days ago
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Chat Available
MYR2,000 - MYR12,000 Per Month
Fresh Graduates
  • Understand clients' business needs and challenges, and recommend suitable financial and risk management solutions.
  • Maintain the company's professional image and brand reputation while enhancing client satisfaction and trust.
  • Work closely with team members and relevant departments to ensure a smooth client experience and effective service delivery. ...
Financial Planning Client Relationship Management
+1
Posted
3 days ago
MYR1,000 - MYR1,200 Per Month
+Additional Compensation
Fresh Graduates

KL City, WP Kuala Lumpur

Near Train Station
  • Assist in developing and executing estate plans, including wills, trusts, and succession strategies, in collaboration with legal and financial partners.
  • Maintain up-to-date knowledge of bank loan products, insurance plans, and estate planning tools.
  • Coordinate with internal teams (finance, marketing, legal, audit) to ensure smooth client servicing and compliance. ...
Financial Planning Risk Management
+2
Posted
a month ago
MYR2,000 - MYR2,900 Per Month
+Additional Compensation
Fresh Graduates

Ipoh, 30450

  • Explain policy terms, conditions, and benefits clearly and concisely.
  • Process new insurance applications and manage policy renewals.
  • Stay updated on industry trends, new products, and regulatory changes. ...
Client Relationship Management Policy Sales
+8

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Posted
23 days ago
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MYR6,000 - MYR8,000 Per Month

KL City, WP Kuala Lumpur

Near Train Station
  • Train, coach, and supervise spa therapists and receptionists.
  • Develop staff schedules and ensure adequate staffing levels.
  • Increase retail sales and treatment revenue through promotions and upselling. ...
Leadership Team Management
+7
Posted
3 days ago
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MYR2,500 - MYR5,000 Per Month
+Additional Compensation
Fresh Graduates
Near Train Station
  • Follow up with clients and provide ongoing support
  • Continuously upgrade your financial knowledge & skills
  • Understand clients' financial goals and life priorities ...
Communication Interpersonal skill
+6

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Posted
3 days ago
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MYR5,000 - MYR6,000 Per Month
  • Cash Flow Management: Manage cash flow, allocate & maintain operation budgets, and optimize working capital.
  • Budget and Forecast Preparation: Lead the preparation of the annual budget and periodic forecasts, ensuring alignment with strategic goals.
  • Internal Financial Controls: Establish and enforce internal financial controls, conduct fixed asset and year-end stock takes, and implement improvements based on internal audits. ...
Costing Accounting
+6
Posted
2 days ago