THE FINANCIAL ASSEMBLY PTE. LTD.
Wealth Consultant - Training provided + Flexi-hour + Progressive Career
THE FINANCIAL ASSEMBLY PTE. LTD., West Islip, New York, United States
We provide personalized wealth management solutions for high-net-worth individuals, families, and business owners. Our focus is helping clients grow and protect their wealth through expert advice and long-term planning.
We’re looking for a
client-focused Wealth Manager
to join our advisory team. You’ll guide clients through financial decisions, build strong relationships, and create tailored plans based on their goals and needs. What You’ll Do:
Create customized financial plans for clients based on their goals and risk profile Conduct financial reviews and offer clear, actionable advice Build long-term client relationships through regular check-ins and support Stay updated on market trends and financial strategies Help grow our client base through planning-led engagement Why Join Us:
Competitive salary + performance bonuses Fast-track career growth opportunities 3-month intensive training program Exam support and allowances Continuous learning and professional development What We’re Looking For:
Diploma or Degree in any field (local polytechnic or university) Good communication and presentation skills High integrity, self-driven, and results-oriented Positive and resilient personality Open to
fresh grads ,
career switchers , or
experienced advisors
#J-18808-Ljbffr
client-focused Wealth Manager
to join our advisory team. You’ll guide clients through financial decisions, build strong relationships, and create tailored plans based on their goals and needs. What You’ll Do:
Create customized financial plans for clients based on their goals and risk profile Conduct financial reviews and offer clear, actionable advice Build long-term client relationships through regular check-ins and support Stay updated on market trends and financial strategies Help grow our client base through planning-led engagement Why Join Us:
Competitive salary + performance bonuses Fast-track career growth opportunities 3-month intensive training program Exam support and allowances Continuous learning and professional development What We’re Looking For:
Diploma or Degree in any field (local polytechnic or university) Good communication and presentation skills High integrity, self-driven, and results-oriented Positive and resilient personality Open to
fresh grads ,
career switchers , or
experienced advisors
#J-18808-Ljbffr