Wealth Advisor — Hybrid, Growth & Impact

Matecareer; Jawa Barat; Hybrid; IDR 167,400,000 - 234,360,000; Full time

Benefits offered by this job

Commission and bonuses

Health insurance

Hybrid work model

Professional development

Job summary

Matecareer is seeking a client-focused Financial Advisor in Bekasi to provide personalized financial planning and investment advice to individuals and families. In a hybrid role, you will build strong client relationships, understand financial goals, and develop tailored strategies to help clients achieve financial security and growth.

Key responsibilities include meeting clients, designing comprehensive plans, recommending investments, and maintaining long-term relationships while staying

Qualifications

• Bachelor's degree in Finance, Business, or a related field.
• Relevant professional certifications (CFP, Series 7, Series 65) are desirable.
• Proven experience in financial planning and client advisory services.

Responsibilities

• Meet with clients to assess financial situation, goals, and risk tolerance.
• Develop comprehensive financial plans, including retirement planning and investment strategies.
• Provide advice on investment products, wealth management, and estate planning.

Skills

Financial planning

Investment advisory

Client relationships

Sales skills

Education

Bachelor's degree in Finance/Business

Tools

Financial planning tools

Job description

Matecareer is seeking a client-focused Financial Advisor in Bekasi to provide personalized financial planning and investment advice to individuals and families. In a hybrid role, you will build strong client relationships, understand financial goals, and develop tailored strategies to help clients achieve financial security and growth.

Key responsibilities include meeting clients, designing comprehensive plans, recommending investments, and maintaining long-term relationships while staying