Total 14,667 Financial Advisor job vacancies in The United States of America

We are seeking highly motivated individuals to join our team at OLPA as Financial Advisors. As a Financial Advisor, you will play a crucial role in helping clients achieve their financial goals and secure their financial future. You will provide comprehensive financial advice, develop customized financial plans, and recommend suitable financial products and services.

Highlight :

• High Basic Allowance provided 
• Hybrid work mode. Work-life balance with flexible working hours, manage your own schedule.
• Unlimited earning potential (Basic Allowance + Commission + Regular Cash Incentive + Yearly Bonus)
• Comprehensive training and Mentorship programs 
• High Opportunity for career advancement (Promote to Manager in 1 Year)
• Exciting rewards campaign for new joiner (free iPad / Travel etc) 

Job Responsibilities:

• Conduct thorough financial needs analysis to understand clients' financial goals and objectives.
• Develop personalized financial plans and strategies tailored to clients' unique circumstances.
• Educate clients on various financial products and services, including insurance, investments, and retirement planning.
• Build and maintain long-term relationships with clients, providing ongoing support and guidance.
• Keep up-to-date with industry trends, market developments, and regulatory changes.
• Meet or exceed sales targets and contribute to the growth and success of the agency.

Requirements:

• Full time or part time are welcome to apply
• Strong passion for helping others and making a positive impact on their financial well-being.
• Excellent communication and interpersonal skills.
• Proactive and self-motivated with the ability to work independently.
• High level of integrity, professionalism, and ethical conduct.
• Prior experience in sales or customer service is an advantage.
• Minimum SPM qualification or equivalent.
• Chinese Speaking is a must.

If you are ambitious, goal-oriented, and eager to build a successful career in the financial services industry, join our team at OLPA. Take the first step towards a rewarding future by sending your resume us. We look forward to welcoming you to our dynamic team!

Apply now to know more on our Attractive Commission Structure & current newjoin Campaign !

Note: Only shortlisted candidates will be contacted for an interview.

Perks & Benefits

• Commission and bonus
• Flexible working hours
• Company trips

Job Responsibilities:

• Advise customers on personal financial planning matters such as proper percentage of expense,debt,saving,investment and insurance.
• Provide solutions and recommendations for client financial goals.
• Find and approach prospective clients.
• Maintain and enhance business relationships with current and potential clients.

Requirements:

• SPM/Diploma/Degree or higher academic in any fields.
• 18-40 years old.
• Fresh graduate and SPM leavers are encourage to apply.
• Possess own transport.
• Good ethics, with a customer-oriented attitude.
• Self starter with good in communication and interpersonal skill.
• Sales experience will be added advantage.
• Can speak fluent in Mandarin and English (candidates fluent in Mandarin preferred as role requires candidate to deal with Mandarin speaking Clients)

Benefits

• Attractive remuneration package, with Basic Salary+Monthly
• Bonus+Allowance+incentive
• Oversea Trips Achievement and Awards
• Time flexibility
• Career advancement , opportunity to become Leader
• Free training and coaching programmes
• Annual Leave
• Medical and Hospitalisation Leave
• 5 days work

"Are you overworked and underpaid?"

"Want to triple your income in the next 3 years?"

"Want to make a difference for yourself and others?"

Explore more with us – We are more than your average financial services consultants. Using your knowledge and know-how, you will help others protect their present and secure their future. And along the way, we create meaningful, inspirational and also financially rewarding careers together. All it takes is YOUR desire to make a difference!

PERKS of being a Financial Services Consultant :

• Top-in-the-Industry Allowance / Incentive Programmes – Allowance support for the first 1.5 years in your career transition. 
• Attractive Compensation Programmes – on top of allowance of up to RM 9,000/month, earn additional (unlimited) commission based on your performance.
• Travel the world – Yearly Performance-Based Incentive Overseas Trips (Past Destinations : Tokyo, Amsterdam, Sweden, etc.)
• Flexibility of Working Hours – Achieve more by taking charge of your own time!
• Clear 3-Year Career Progression & Roadmap – You will have full training support and guidance along your career path, with promotion opportunities.
• Nurturing Environment for Continuous Self and Career Development – Discover what it means to be a Whole-Person Consultant not just in your career but your personal life.
• Effective Digital Tools – You will be equipped with various tools to boost your working process. 

WHO are we looking for?

• People Person – able to communicate well with others and enjoy meeting people.
• High motivated, goal-oriented and practice good ethics.
• An energetic team-player.
• Possess good analytical skills.
• Willing to learn new financial knowledge.
• Good with technology and able to work with various digital tools. 

WHAT will you be doing?

• Analyze prospects or clients’ protection portfolio, design appropriate recommendations and solutions to meet their financial and protection needs.
• Explain clearly to prospects or clients about our financial solutions (especially Life, Takaful, General insurance and mortgage)
• Advise and service clients on their claims and servicing requests.
• Optional – Get involved with team development and recruit your own advisor team. 

REQUIREMENTS

• between 25 - 45 years old.
• must be a Malaysian or a Malaysian permanent resident.
• You must possess at least a diploma. We also accept SPM leavers with at least 5 passes (including Bahasa Malaysia).
• You must NOT have filed for bankruptcy, been convicted of serious fraud, be heavily in debt or been blacklisted by financial institutions.
• Possess own transport. 

So, what are you waiting for? Click on the ‘Apply Now’ button and let’s talk soon!

Perks & Benefits

• Commission and bonus
• Nearby public transport
• Flexible working hours
• Yearly Performance-Based Incentive Overseas Trips
• Effective Digital Tools 

Responsibilities:

• Ensure high levels of customer satisfaction through excellent sales service.
• Attend training and review sessions for continuous self development
• Identify customers' needs and wants.
• Recommend and match customer needs.
• Build excellence relationship with customers for potential cross sell and up sell.
• Manage clients portfolio.
• Recruit and build your own sales team.
• Leading the team together with company direction. 

Requirements:

• Only MALAYSIAN applicants.
• Preferably Diploma and above qualifications.
• Preferably at least 2 years working experience.
• Have own transport.
• Good understanding of sales principles and customer service practices.
• Track record of over-achieving sales quota.
• Strong communication and interpersonal skills.
• Customer service focus.
• Friendly, helpful, confident and engaging personality.
• Basic administration skills.

Perks & Benefits

• Commission and bonus
• Central location
• Flexible working hours
• Casual dress code
• Free snacks / Happy hours
• Regular team activities
• Company trips
• Open culture
• Personal development opportunities

Overview :

We are seeking a dynamic and experienced Senior Account cum Admin Executive to join our team. This role requires a blend of financial acumen, administrative skills, and the ability to manage multiple tasks efficiently. The ideal candidate will be detail-oriented, organized, and possess strong communication skills. This position offers an exciting opportunity to contribute to the financial health and operational efficiency of our organization.

Responsibilities :

• Manage accounts payable and accounts receivable processes.
• Prepare and review financial statements, reports, and budgets.
• Ensure compliance with financial regulations and company policies.
• Maintain accurate and up-to-date financial records.
• Prepare monthly, quarterly, and annual financial statements for management review.
• Assist in the preparation of financial forecasts and projections.
• Oversee office administrative tasks, including managing schedules, correspondence, and supplies.
• Coordinate meetings, conferences, and travel arrangements.
• Assist in HR-related tasks such as onboarding, record-keeping.
• Maintain and update company databases and filing systems.
• Handle general office duties and provide support to team members as needed.
• Liaise with internal teams, external vendors, and clients to address financial and administrative needs.
• Communicate effectively with stakeholders to ensure timely and accurate information exchange.
• Collaborate with colleagues to streamline processes and improve operational efficiency.
• Serve as a resource for financial and administrative inquiries, providing guidance and support as required.

Qualifications :

• Diploma / Advanced Diploma / Higher Graduate Diploma / DVM / DKM Level 4 / DLKM Level 5 or Bachelor's degree in Accounting, Finance, Business Administration, or related field.
• Proven experience (3 years++) in accounting and administrative roles, preferably in a similar capacity.
• Strong analytical skills and attention to detail.
• Excellent organizational and time management abilities.
• Ability to prioritize tasks and work effectively under pressure.
• Excellent interpersonal and communication skills.
• Familiarity with relevant financial regulations and compliance standards.
• Certification such as CPA (Certified Public Accountant) or ACCA (Association of Chartered Certified Accountants) is a plus.

Benefits :

• Competitive salary and benefits package.
• Opportunities for professional development and growth.
• Positive and collaborative work environment.
• Flexible work arrangements may be available.

Job Overview

Oversee all financial control activities. Provide executive management with accurate and comprehensive financial information to guide effective policy making and financial strategizing with government regulations.

Job Description 

• Identify the key business initiatives, key result areas and improve the financial performance of the Group.
• Manage the financial system of the Group to ensure its effectiveness and efficiency in responding to the needs of the business.
• Coordinate the preparation and compile the budgets based on projected operating costs, targeted sources and application of funds.
• Summarize budget trends, analyzing deficiencies and reporting variances to executives.
• Monitor cash flow projection and perform monthly planning for the Group.
• Manage high-level financial relations with institutions, banks and agents.
• Supervise and manage the work of subordinates within the finance function and ensure the efficiency and timeliness of services rendered.
• Review group financial statements, group consolidation and quarterly announcements to ensure they are prepared accurately and in compliance with statutory listing requirements.
• Report financial data and statistics with constructive commentary on growth, financial strengths and weaknesses versus market performance to facilitate decision-making of the Board.
• Perform other related duties to benefit the mission of the organisation. 

Requirements

• Minimum Bachelor’s Degree in Accountancy/Finance.
• Minimum five (5) years of working experience in Financial Controller role on management level in relevant field.
• Preferably a chartered accountant and/or candidate who possess professional qualification (ACCA / CPA / ICAEW / MICPA etc.
• Strong leadership and communication skills. 

Perks & Benefits

• Nearby public transport
• Central location
• Personal development opportunities

Key Responsibilities:

• Overall responsible for all financial reporting, management accounting and timely submission of reports which comply to Financial Reporting Standards (MFRS) for consolidation as well as provide financial analysis for reporting to Board of Directors. 
• Prepare quarterly analytical review, commentary, and prospect to Board of Directors for decision making. 
• Manage group tax matters such as transfer pricing documentations, withholding tax, tax incentives, and tax estimation in compliance with local legislations
• Liaison with bankers, auditors, tax agents, com-sec, and statutory bodies / authorities. 
• Provide support on various initiatives and projects including organizational restructuring, mergers and acquisitions, investments, and others. 
• Analyse and review the performance of group and prepare detailed monthly report to the Executive Management. 
• Lead the group financial planning, budgeting, and forecasting processes. 
• Develop and oversee robust internal control system, standard operating procedures, and corporate governance to minimize risk and conduct regular audits to ensure integrity of financial system and controls within the group. 
• Drive and achieve KPIs for business, constantly finetune and monitor to ensure objectives are met. 
• Develop insightful business plans and strategies to support business growth and highlight financial implications of business, investment proposals, strategies, and decisions. 
• Quarterly reporting to Bursa and progress report to Board of Directors.

Finance & Account (F&A) Team Management

• Manage and develop a high-performing finance and accounting team and effective succession planning across the group.
• Review and fine tune all F&A positions Job Description, in order to be effective and efficient
• Develop leadership capability through coaching and mentoring N-1 to be effective People Managers
• Continuous improvement of team collaboration, internally and externally. 
• Lead, guide and achieve F&A KPIs at departmental and organization level. 

Requirements:

• Bachelor’s degree in finance, accounting, or preferably with professional accounting qualification (ACCA or equivalent).
• Minimum 15 year (s) of relevant working experience
• Strong knowledge and experience in financial reporting standards, Bursa Listing requirements, and group accounting practices for Public Listed Companies. 
• Must be a member of MIA (Malaysian Institute of Accountants)
• Excellent interaction ability with external auditors, Bursa and Advisory
• Excellent time management and organizational skills
• Strong interpersonal skills, ability to communicate and manage well at all levels of the organization
• Problem solver and ability to exercise sound judgement and make decisions based on accurate and timely analyses
• Strong leadership skills with confident and adaptability in a dynamic business growth environment
• High level of integrity and dependability with a strong sense of urgency and results-orientation
• Strong people management skills with abilities to develop and coach the F&A team

Perks & Benefits

• Central location
• Medical insurance
• Open culture
• Personal development opportunities

Job Description:
We pride ourselves in protecting and saving life of people we care about. Choose a career where changing someone else’s life for the better is also life-changing for you personally, professionally and financially.

Responsibilities:

• Explain the features and benefits of various risk management plan to clients.
• Meet with potential clients to discuss their financial needs and recommend the appropriate risk management plan.
• Build and maintain strong relationships with clients to encourage retention and referral business.
• Provide personalized customer serivce including claims.

Requirements:

• Spm and above
• Ages: 20-50 years old
• Ambitious, Coachable and Sociable.
• Fresh graduates are welcome to apply.
• Excellent communication and relationship management skills.
• Possess a valid driving license & own transport.
• Proven ability to work with goals.
• Demonstrated ability to communicate, present, influence and sell effectively.
• Experience in delivering client-focused solutions and in creating long-lasting relationships.

Job Highlights:

• Manageable working hours.
• Comprehensive training and ongoing guidance offered
• Coaching sessions provided by MDRT and Master Trainer Leader.
• Monthly performance bonus from Rm700-Rm3,500 for 12 month.
• Commissions, bonuses, monthly cash incentives, oversea trips, APF, referrals bonus.

Perks & Benefits

• Commission and bonus
• Manageble working hours
• Regular team activities
• Oversea Trips
• Open culture
• Personal development opportunities

• Monitor tax compliance and preparation of quarterly tax computation and estimates, quarterly defer tax computation, transfer pricing report preparation, SST, withholding tax, and in charge of annual tax review and submission to company tax agent and other tax related matters.
•   In charge of payments review and ensure completeness of documents and compliances for payment approval submission.
• Assist in preparation of financial statements and monthly management report with compliance to accounting standards (IFRS, MFRS) & company policies and statutory requirements.
• Assist in expense monitoring and Balance sheet reconciliation and review for all BS accounts.
• Assist in cashflow projection report for the month after month end closing.
• Provide support for completion of internal and external audit/tax reporting.
• Provide support for stock counts and fixed assets management.
• Assist in ensuring control and compliances to internal control procedures & policies and assist in updating SOP related to financial process.
• Support the Finance team to ensure smooth daily Account and Finance operations.
• Additional tasks/responsibilities as assigned periodically such as budgeting, forecasting, financial planning, project costing, cash flow management etc.

Perks & Benefits

• Free medical benefit for employee
• 5 days week
• Transport allowance
• Meal subsidy
• Free parking 

Job Responsibilities:

• Advise customers on personal financial planning matters such as proper percentage of expense,debt,saving,investment and insurance.
• Provide solutions and recommendations for client financial goals.
• Find and approach prospective clients.
• Maintain and enhance business relationships with current and potential clients.

Requirements:

• SPM/Diploma/Degree or higher academic in any fields.
• 18-40 years old.
• Fresh graduate and SPM leavers are encourage to apply.
• Possess own transport.
• Good ethics, with a customer-oriented attitude.
• Self starter with good in communication and interpersonal skill.
• Sales experience will be added advantage.
• Can speak fluent in Mandarin and English (candidates fluent in Mandarin preferred as role requires candidate to deal with Mandarin speaking Clients)

Benefits

• Attractive remuneration package, with Basic Salary+Monthly
• Bonus+Allowance+incentive
• Oversea Trips Achievement and Awards
• Time flexibility
• Career advancement , opportunity to become Leader
• Free training and coaching programmes
• Annual Leave
• Medical and Hospitalisation Leave
• 5 days work

職責：

• 透過卓越的銷售服務確保高水準的客戶滿意度。
• 參加培訓和複習課程以持續自我發展
• 確定客戶的需求和願望。
• 推薦並匹配客戶需求。
• 與客戶建立卓越的關係，以實現潛在的交叉銷售和追加銷售。
• 管理客戶投資組合。
• 招募並建立自己的銷售團隊。
• 帶領團隊與公司方向一致。

要求：

• 僅限馬來西亞申請者。
• 最好有文憑及以上資格。
• 最好有至少2年工作經驗。
• 有自己的交通工具。
• 很好地理解銷售原則和客戶服務實踐。
• 超額完成銷售配額的記錄。
• 較強的溝通和人際交往能力。
• 客戶服務重點。
• 個性友善、樂於助人、自信、迷人。
• 基本的管理技能。

津貼和福利

• 佣金和獎金
• 中心位置
• 彈性的工作時間
• 休閒著裝要求
• 免費小吃/歡樂時光
• 定期團隊活動
• 公司旅行
• 開放文化
• 個人發展機會

Job Scope 工作範圍:

• Building relationship & network with stakeholders from various background.
  (與各種背景的利害關係人, 建立關係。)
• Responsible for consult stakeholders for risk management with insurance, will, trust, estate planning, investment, etc) (負責為利害關係人, 提供有關風險管理、保險、遺囑、信託、房產規劃、投資等方面的諮詢服務。)
• Engage in sales and marketing events. (參與銷售和行銷活動。)
• Provide follow up on the policy servicing services to customer, ie: payment mode, change in plans, trustee appointment, top-ups, etc. (為客戶提供保單服務的後續跟進，例如：付款方式、計劃變更、受託人任命、增加投資額等。
• Providing professional financial advisory services, guiding stakeholders based on their requirement. (提供專業的財務諮詢服務，根據利益相關者的要求進行協調。)
• Negotiating with stakeholders according to their requirements for contracts.
  (根據利害關係人的要求進行合約談判。)

Requirement 需求:

• Diploma/ Degree/ Bach Degree (文憑/學位/學士學位)
• Part Time/Full Time/Fresh Graduates are encouraged to apply
  (兼職/全職/應屆畢業生皆可申請)
• Candidates with business, finance, sales & marketing background are welcome to apply (擁有商業、金融、銷售和營銷背景的候選人歡迎申請)

Perks & Benefits 福利待遇

• Basic + Commission and bonus (基本工資+ 佣金和獎金)
• Flexible working hours (彈性的工作時間)
• Training will be provided (提供訓練)
• Regular team activities (團隊活動)
• Company trips (公司旅行)
• Allowance (travel stipends, transportation, etc.)(津貼（旅費津貼、交通津貼等）)
• Personal development opportunities (個人發展機會)

主要責任：

• 全面負責所有財務報告、管理會計並及時提交符合財務報告準則（MFRS）的報告以進行合併，並提供財務分析以向董事會報告。
• 準備季度分析審查、評論和前景，供董事會決策。
• 根據當地法規管理集團稅務事宜，例如轉讓定價文件、預扣稅、稅務優惠和稅務估算
• 與銀行家、審計師、稅務代理人、通訊安全和法定機構/當局聯絡。
• 為各種措施和專案提供支持，包括組織重組、併購、投資等。
• 分析和審查集團的績效，並向執行管理層準備詳細的月度報告。
• 領導集團財務規劃、預算和預測流程。
• 制定和監督健全的內部控制體系、標準作業程序和公司治理，以最大限度地降低風險，並進行定期審計，以確保集團內財務系統和控制的完整性。
• 推動並實現業務 KPI，不斷調整和監控以確保實現目標。
• 制定富有洞察力的業務計劃和策略，以支持業務成長，並強調業務、投資建議、策略和決策的財務影響。
• 向布爾薩提交季度報告並向董事會提交進度報告。

財務與會計 (F&A) 團隊管理

• 管理和發展一支高績效的財務和會計團隊以及整個集團的有效繼任計劃。
• 審查並微調所有 F&A 職位的職位描述，以確保有效和高效
• 透過輔導和指導 N-1 培養領導能力，成為高效的職能經理
• 持續改善內部和外部的團隊協作。
• 在部門和組織層面領導、指導和實現 F&A KPI。

要求：

• 財務、會計學士學位，或最好具有專業會計資格（ACCA 或同等學歷）。
• 至少 15 年相關工作經驗
• 在財務報告標準、證券交易所上市要求以及上市公司的集團會計實務方面擁有豐富的知識和經驗。
• 必須是MIA（馬來西亞會計師協會）會員
• 與外部審計師、布爾薩和諮詢機構的出色互動能力
• 優秀的時間管理和組織能力
• 強大的人際溝通能力，能夠在組織的各個層面進行良好的溝通與管理
• 問題解決者以及根據準確及時的分析進行合理判斷和做出決策的能力
• 強大的領導能力，在動態的業務成長環境中具有自信和適應能力
• 高度誠信和可靠，具有強烈的緊迫感和結果導向
• 強大的人員管理技能，能夠培養和指導 F&A 團隊

津貼和福利

• 中心位置
• 醫療保險
• 開放文化
• 個人發展機會

Company Background:

We are representing our client who is global intelligent technology company providing customers worldwide with green and intelligent mobility solutions.

Job Description:

• Promote variety of vehicles for the company
• Assist customers to apply hire purchase loan from financial institutions
• Provide good customer service to the customers.

Job Requirements:

• Minimum SPM with related experience
• Fresh graduate is welcome
• Candidate with sales experience is encourage to apply

Kindly send your updated resume to resume@talentrecruit.com.my.

Perks & Benefits

• Commission and bonus
• Medical insurance
• Personal leave

Job Scope 工作范围:

• Building relationship & network with stakeholders from various background.
  (与各种背景的利益相关者, 建立关系。)
• Responsible for consult stakeholders for risk management with insurance, will, trust, estate planning, investment, etc) (负责为利益相关者, 提供有关风险管理、保险、遗嘱、信托、房产规划、投资等方面的咨询服务。)
• Engage in sales and marketing events. (参与销售和营销活动。)
• Provide follow up on the policy servicing services to customer, i.e: payment mode, change in plans, trustee appointment, top-ups, etc. (为客户提供保单服务的后续跟进，例如：付款方式、计划变更、受托人任命、增加投资额等。)
• Providing professional financial advisory services, guiding stakeholders based on their requirement. (提供专业的财务咨询服务，根据利益相关者的要求进行协调。)
• Negotiating with stakeholders according to their requirements for contracts.
  (根据利益相关者的要求进行合同谈判。)

Requirement 需求:

• Applicable for Malaysian only (只限马来西亚公民)
• Diploma/ Degree/ Bach Degree (文凭/学位/学士学位)
• Part Time/Full Time/Fresh Graduates are encouraged to apply
  (兼职/全职/应届毕业生均可申请)
• Candidates with business, finance, sales & marketing background are welcome to apply (拥有商业、金融、销售和营销背景的候选人欢迎申请)

Perks & Benefits 福利待遇

• Basic + Commission and bonus (基本工资 + 佣金和奖金)
• Flexible working hours (灵活的工作时间)
• Training will be provided (提供培训)
• Regular team activities (团队活动)
• Company trips (公司旅行)
• Allowance (travel stipends, transportation, etc.)(津贴（旅行津贴、交通津贴等）)
• Personal development opportunities (个人发展机会)