Hybrid Financial Planning Consultant - Trainee

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

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.