Wealth Advisory Associate — Flexible Hours & Training

One Vision Agency

Johor Bahru

On-site

MYR 33,000 - 67,000

Part time

5 days ago
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Benefits offered by this job

Structured Training & Mentorship
Flexible Working Hours
Professional Certification Pathway
Leadership Development Program
Performance-Based Incentives & Recogn​
Supportive and Entrepreneurial Env​

Job summary

One Vision Agency is seeking motivated individuals for a career switch into Wealth Advisory and Financial Planning. This opportunity offers part-time entry with a clear path to full-time, focusing on financial needs analysis, wealth planning, and client relationship building.

You will participate in structured training, coaching and mentorship, with flexible hours and a professional certification pathway, designed to develop your business, communication and leadership skills in a supportive,

Qualifications

  • Degree in any discipline.
  • Open to career switchers from various industries.
  • Strong communication and interpersonal skills.
  • Positive attitude with willingness to learn.
  • Self-motivated and growth-oriented.

Responsibilities

  • Conduct financial needs analysis for individuals and families.
  • Assist clients in planning for financial security and wealth accumulation.
  • Build and maintain professional client relationships.
  • Participate in structured training, coaching and professional development programs.
  • Develop business, communication and leadership skills.

Skills

Strong communication
Interpersonal skills
Self-motivated
Growth mindset
Willingness to learn

Education

Degree in any discipline

Job description

One Vision Agency is seeking motivated individuals for a career switch into Wealth Advisory and Financial Planning. This opportunity offers part-time entry with a clear path to full-time, focusing on financial needs analysis, wealth planning, and client relationship building.

You will participate in structured training, coaching and mentorship, with flexible hours and a professional certification pathway, designed to develop your business, communication and leadership skills in a supportive,

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