Financial Planning Consultant (Trainee, Part Time / Full Time)

LTY WEALTH SUCCESSION CONSULTANCY; Petaling Jaya; Hybrid; MYR 27,000 - 45,000; Part time

Benefits offered by this job

Basic Salary

Incentives

Orientation

Mentorship

Job summary

LTY Wealth Succession is seeking a Financial Planning Consultant (Trainee) for hybrid work in Malaysia. The role supports advising clients and tailoring financial strategies to meet goals while offering comprehensive training and on-field support.

We welcome trainees, fresh graduates and those seeking part-time or full-time roles. A supportive environment emphasising growth, mentorship, and professional development awaits.

Qualifications

• Interpersonal skills and problem solving required.
• Independent learner with willingness to develop.
• Sales or business experience is an added advantage.

Responsibilities

• Evaluate clients' financial needs and present solutions.
• Build long-lasting client relationships focused on long-term service.
• Achieve assigned individual goals and contribute to team goals.
• Attend meetings, training and events that aid professional development.

Skills

Interpersonal Skills

Problem Solving Skills

Independent & Willing to Learn

Sales / Business Experience

Education

Fresh graduates welcomed

Job description

Financial Planning Consultant (Trainee, Part Time / Full Time)

Join Our Team Hiring Trainee / Part Time / Full Time Roles

At LTY Wealth Succession, we believe that great things happen when collaborative, proactive, and dedicated people come together. We’re a team that values collaboration, growth, and personal development.

We’re focused on helping individuals secure their financial future through thoughtful financial knowledge and planning, all while nurturing long-lasting relationships. We are committed to creating an environment where your contributions are valued, your growth is supported, and your potential is unlocked.

Join our dynamic team where every contribution—whether big or small—is celebrated, and where your professional development is a priority. We’d love to have you on board!

Job Description

We are hiring Financial Planning Consultant where you will assist to advise and tailor financial strategies that suit clients’ financial goals.

How this career will benefit you?

Sustainable Career Growth and Personal Development

Comprehensive Training, On field Support

Hybrid & Work Life Balance.

Start up monthly income of up to RM 4,000

What will your role be?

• Evaluate clients financial needs & present solutions
• Build long lasting client relationships by focusing on customer long term services
• Achieving assigned Individual goal & contribute to team goal as a whole
• Attend meeting, training & events that will be useful for development

What do you need to have to be successful in this role?

• Interpersonal Skills & Problem Solving Skills
• Independent & Willing to Learn
• Sales / Business Experience is added advantage

Full Time & Part Time Roles

Full Time & Part Time Roles

Trainee & Fresh Graduates are also welcome to apply.

Trainee & Fresh Graduates are also welcome to apply.

This opportunity does not come often. See you !

Perks and benefits

• Basic Salary
• Incentives
• Orientation
• Mentorship

At Wealth Succession, We're Built to Serve.

Our mission is to provide personalized financial solution & services that help our clients to achieve financial confidence. With our team of dedicated professionals, we strive to offer the best guidance and support in the industry.

We take a personalized approach to every client, getting to know their unique needs and circumstances so we can offer tailored solutions.

We're passionate about what we do and we believe that everyone deserves a chance.

At Wealth Succession, We're Built to Serve.

Our mission is to provide personalized financial solution & services that help our clients to achieve financial confidence. With our team of dedicated professionals, we strive to offer the best guidance and support in the industry.

We take a personalized approach to every client, getting to know their unique needs and circumstances so we can offer tailored solutions.

We're passionate about what we do and we believe that everyone deserves a chance.