Wealth Executive Advisor

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

Our client is seeking a client-focused and knowledgeable Financial Advisor to join their growing team in Bekasi . In this hybrid position, you will be responsible for providing personalized financial planning and investment advice to individuals and families. You will build strong relationships with clients, understand their financial goals, and develop tailored strategies to help them achieve financial security and growth. This role offers the opportunity to make a real difference in clients' lives while enjoying a flexible work arrangement that balances client meetings and remote planning.

About the Role

Our client is seeking a client-focused and knowledgeable Financial Advisor to join their growing team in Bekasi . In this hybrid position, you will be responsible for providing personalized financial planning and investment advice to individuals and families. You will build strong relationships with clients, understand their financial goals, and develop tailored strategies to help them achieve financial security and growth. This role offers the opportunity to make a real difference in clients' lives while enjoying a flexible work arrangement that balances client meetings and remote planning.

Key Responsibilities

• Meet with clients to assess their financial situation, goals, and risk tolerance.
• Develop comprehensive financial plans, including retirement planning, investment strategies, and insurance needs.
• Provide advice on investment products, wealth management, and estate planning.
• Build and maintain long-term relationships with a diverse client base.
• Stay current with market trends, financial products, and regulatory changes.

Requirements

• Bachelor's degree in Finance, Business, or a related field.
• Relevant professional certifications (e.g., CFP, Series 7, Series 65) are highly desirable.
• Proven experience in financial planning and client advisory services.
• Strong understanding of investment products, insurance, and retirement planning.
• Excellent interpersonal, communication, and sales skills.

Benefits

• Competitive base salary plus commission and performance bonuses.
• Comprehensive health, dental, and vision insurance.
• Hybrid work model allowing for flexible scheduling.
• Access to cutting-edge financial planning tools and resources.
• Opportunities for professional development and continuing education.