Join Us as an Associate
Help our clients make informed, strategic decisions to build a secure financial foundation and achieve their long-term financial goals.
Location: Hybrid role based in Puchong, with the flexibility of some Work From Home (WFH).
Why Join Echelon Wealth Advisors (EWA Asia)?
- Collaborative, Not Competitive
Work alongside a team of like-minded associates to deliver expert advice and goal-oriented solutions. We believe great outcomes come from working together!
- People-First Culture
We value openness and trust. Expect zero office politics, open-door communication, transparent rewards, and a clear career path toward Senior Associate or Wealth Manager.
- Lean & Empowering Structure
No getting lost in corporate layers. Our lean setup means direct reporting, faster decisions, and real hands-on experience from day one.
What You’ll Do
- Client Relationships: Build and maintain long-term trust by understanding their unique needs.
- Wealth Planning: Provide personalised planning for protection, savings, and retirement.
- Investment Advisory: Recommend suitable solutions and review portfolios regularly.
- Business Development: Grow your base through networking and professional connections.
- Client Servicing: Provide ongoing support to keep clients on track with their goals.
- Professional Development: Upgrade your knowledge through training and mentoring.
- Leadership Development: Develop your skills and mentor future associates as you grow.
Why You’ll Love This Role
- The Best of Both Worlds: Hybrid working with 3 days physical reporting in our office. Enjoy the team vibe + WFH comfort!
- Real Impact: Make a genuine difference in clients' lives by helping them achieve true financial peace of mind.
- Mission-Driven: Work in a collaborative environment with other passionate associates who actually care.
- Freedom to Grow: Have the freedom to innovate, share your expertise, and bring new ideas to the table!
- Kickstart Your Success: Get a head start with our exclusive 4D3N Orientation Program within your first 2 months. We invest in you from Day 1!
- Uncapped Growth: Committed associates can expect double-digit income growth % yearly. Your hard work translates directly into your bank account.