全职 Financial Planning Advisor (AI-Powered) 工作, 薪水, Promiseland Advisory Selangor 公司招聘中 - Ricebowl

Financial Planning Advisor (AI-Powered)

 Location: Petaling Jaya (Hybrid)

 Income Range: RM6,000 – RM10,000 (Basic + Performance-Based Incentives)

 Employment Type: Full-Time | Internship | Fresh Graduates Welcome

About the Role

We are looking for individuals who enjoy working with people and want to build a career in financial planning.

This is a front-end, client-facing role, where you will engage with clients, understand their financial goals, and guide them using AI-powered planning tools to make better long-term decisions.

Key Responsibilities

• Engage with clients to understand their financial goals and priorities

• Use AI-powered tools to analyse financial situations and generate insights

• Develop planning strategies across:

 – Protection

 – Wealth Accumulation

 – Wealth Distribution

• Present and explain financial solutions clearly to clients

• Build and maintain long-term client relationships

• Participate in training, coaching, and mentorship programs

 Apply now or connect with us for a short introductory Zoom session to explore further.