Personal Financial Advisor

Firmus Financial Sdn Bhd (formerly known as Money Sense Advisory Sdn Bhd); Selangor; On-site; MYR 22,000 - 89,000; Full time

Benefits offered by this job

Commission-based structure

No fixed salary provided

Flexible working hours

Entrepreneurship: build your own advis

Gain financial expertise

Manage your finances

Career growth path

Virtual office locations

Incentive rewards

Job summary

Firmus Financial Sdn Bhd (formerly Money Sense Advisory Sdn Bhd) is inviting graduates and professionals to join our Malaysian advisory team. You will analyze clients' financial needs and recommend suitable solutions across insurance, investments, retirement, debt management, risk, and estate planning.

Fresh graduates and career switchers are encouraged to apply. Ideal candidates are results-oriented, eager to learn, self-motivated and client-focused.

Qualifications

• Good communication and interpersonal skills.
• Diploma or higher in any field is required (advantage).

Responsibilities

• Client advisory: analyse clients' financial needs and recommend suitable financial solutions including insurance, investment, retirement, debt management, risk management and estate planning.
• Continuous professional development: participate in training, coaching sessions and CPD activities.
• Relationship building: build and maintain long-term trusted relationships with clients.
• Compliance: meet CPD hours and adhere to professional standards.

Skills

Good communication & interpersonal

Education

Diploma and above

Job description

Jora Malaysia will close on 9th September 2026. Thank you for being with us, we are cheering you on as you continue your career journey.

Firmus Financial Sdn Bhd (formerly known as Money Sense Advisory Sdn Bhd) – Petaling

Background in Financial Planning / Finance / Business is an advantage (not mandatory)

Experience

• 3 years in sales preferred (not mandatory).
• Existing Insurance Agents, Unit Trust Consultants, Estate Planners and Bankers are welcomed.
• Fresh graduates, professionals &career switchers are encouraged to apply

Skills

• Good communication & interpersonal skills

Characteristics

• Results oriented, Eager to learn, Self-motivated, Client-focused, High integrity and strong work ethic, Professional mindset

Others

• Must possess own transport and are willing to travel to meet clients.
• Financially fit – Not an undischarged bankrupt, No adverse CCRIS and CTOS record.

Requirements

• Education: Diploma and above in any field
• Background in Financial Planning / Finance / Business is an advantage (not mandatory)
• 3 years in sales preferred (not mandatory).
• Existing Insurance Agents, Unit Trust Consultants, Estate Planners and Bankers are welcomed.
• Fresh graduates, professionals &career switchers are encouraged to apply
• Good communication & interpersonal skills
• Results oriented, Eager to learn, Self-motivated, Client-focused, High integrity and strong work ethic, Professional mindset
• Must possess own transport and are willing to travel to meet clients.
• Financially fit – Not an undischarged bankrupt, No adverse CCRIS and CTOS record.

Responsibility

• Client Advisory: Analyse clients' financial needs and recommend suitable financial solutions including insurance, investment, retirement, debt management, risk management and estate planning.
• Continuous Professional Development: Participate in training, coaching sessions, meetings and continuous development programs provided by the company or providers
• Relationship Building: Build and maintain long-term, trusted relationships with clients.
• Compliance: Meeting compliance requirements including fulfilling CPD (Continue Professional Development) hours, adhere to high level of professionalism and other criterias as required by authorities

Benefits

• Commission-based structure
• No fixed salary provided
• Flexible Working Hours: Plan and manage your own schedule
• Entrepreneurship: Build your own financial advisory business at low startup cost.
• Gain first-hand financial expertise
• Manage your own finances better
• Work towards long-term FINANCIAL FREEDOM
• Career Growth Path: Progression from Licensed Financial Planner to Team Leader and Management Roles
• Virtual Office: Kota Kinabalu (Sabah), Johor Bahru (Johor), Sg Petani (Kedah)
• Recognition: Performance awards and incentive trips / rewards