Total 9,732 Financial Planner job vacancies in The United States of America

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

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)

工作職責：

• 就個人財務規劃事宜向客戶提供建議，例如適當的費用百分比、債務、儲蓄、投資和保險。
• 為客戶的財務目標提供解決方案和建議。
• 尋找並接近潛在客戶。
• 維護和加強與現有和潛在客戶的業務關係。

要求：

• SPM/文憑/學位或任何領域的更高學歷。
• 18-40歲。
• 鼓勵應屆畢業生和 SPM 畢業生申請。
• 擁有自己的交通工具。
• 良好的職業道德，以客戶為中心的態度。
• 自我啟動，具有良好的溝通和人際交往能力。
• 銷售經驗將增加優勢。
• 能說流利的普通話和英語（優先考慮能說流利普通話的候選人，因為該職位要求候選人與說普通話的客戶打交道）

好處

• 具吸引力的薪資待遇，底薪+月薪
• 獎金+津貼+激勵
• 海外旅行成就及獎項
• 時間彈性
• 職涯發展，成為領導者的機會
• 免費培訓和輔導計劃
• 年假
• 醫療和住院假
• 5天工作

BRB Malaysia Sdn Bhd, subsidiary of Petronas Chemical Group Berhad is expanding its facilities and capabilities in Malaysia with the aim of becoming the leading silicone processing plant. We are seeking candidates who are interested in growing with us.

Come join us and be part of this exciting journey!!

Job Responsibilities:

• Develop daily and weekly production plans for a factory or a product line to include resource planning and monitoring and reporting on the performance against plan.
• Prepare weekly team or department workforce plans to identify the number of staff required to meet the demand forecast.
• Interpret data and identify possible answers. Involves navigating a wide variety of process, procedures, and precedents.
• Carry out a range of inventory control activities, either to support others or to fulfil the requirements of the role.
• Perform simple buying tasks by following established procedures to support others.
• Collate and analyze data using pre-set tools methods and formats. Involves working independently.
• Help others get the most of the internal communications system by offering support and advice.
• Identify, within the team, instances of non-compliance with the organizations’ policies and procedures and or relevant regulatory codes and codes of conduct, reporting these and escalating issues as appropriate.
• Develop own capabilities by participating in assessments and development planning activities as well as formal and informal training and coaching; gain or maintain professional accreditations where relevant to improve performance and fulfil personal potential. Maintain an understanding of relevant technology, external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media

Requirements:

• Bachelor Degree in related field
• 3 to 6 years working experience in production planning
• Technical Knowledge of Plant/ Production Assets and Operation
• Strong planning/organizing skill
• Experience in SAP is an added advantage

Perks & Benefits

• 13th Month salary
• Allowance (Meal)
• Free snacks / Happy hours
• Regular team activities
• Medical insurance

Responsibilities

• Worked closely with the Project Manager to plan, schedule, and program major projects with the anticipated planning program.
• Plan, organise , monitor site activities and update the work program accordingly.
• Demonstrated engineering experience delivering technically challenging construction works.
• Any other tasks as assigned by Management from time to time.

Requirements

• Candidate must possess at least Bachelor's Degree/Post Graduate Diploma/Professional Degree in Engineering (Civil/Construction/Structure/Architecture) or equivalent.
• At least 5 years of working experience in the related field is required for this position.
• Proficient using Primavera P6 – able to schedule and program projects and create master schedules, reporting, etc
• Willingness and competency to perform as part of a tight-knit team.
• Excellent command of English & Bahasa Malaysia

Job location based in Penang, Malaysia. Candidate based in other state are welcome to apply!

Responsibilities: 

• Coordinate between transportation providers to property schedule shipments and deliveries.
• Communicate with dispatchers and drivers regarding delays, issues and delays and provide immediate update to avoid unnecessarily waiting time. 
•  Coordinating and planning with the internal warehouse team on the warehouse storage before and during the deliveries. 
•  Responsible for all the outgoing deliveries reports, ensuring that vehicles delivering to sites have the correct paperwork. 

Requirements: 

• Knowledge in  SQL system is preferable
•  Ability to work independently and as part of team.
• Excellent computer skills, such as Microsoft office. 
• Good command in verbal & written English, Mandarin & Malay 
• Preferable Male 

Perks & Benefits

• Open culture
• Personal development opportunities

Responsibilities:

• Analyze clients' financial statuses.
• Examine and suggest financial opportunities.
• Develop sound plans and budgets for clients.
• Customize financial plans according to client's changing needs.
• Help clients implement their plans and carry out transactions.
• Present and provide suitable financial services.
• Find and approach prospective clients.
• Build strong relationships to retain existing clients.
• Maintain updated knowledge of regulations, practices, and financial services.

Requirements:

• Proven experience as a financial planner or similar role; experience in sales or customer service is an asset.
• Ability to analyze financial information and comply with regulations.
• Good ethics, with a customer-oriented attitude.
• Outstanding communication skills, with the ability to foster long-term relationships.
• Possess at least a Diploma in accounting, finance, business administration or relevant field

Perks & Benefits

• Commission and bonus
• Central location
• Flexible working hours
• Casual dress code
• Personal development opportunities
• One To One Products Training Will Be Provided

Responsibilities: 

• Organise production workflow for one or multiple products. 
• Plan and prioritize operations to ensure maximum performance and minimum delay. 
• Delegate manpower, equipment and raw materials needed to cover production demand. 
• Assign workers and other staff to particular production operations. 
• Schedule shift according to production needs. 
• Supervise jobs to ensure they will finish on time and within budget. 
• Address issues when they arise aiming for minimum disruption. 
• Gain output information (number of finished products, percentage of defectives etc.). 
• Work with quality control, warehouse and other staff. 

Requirements: 

• Knowledge in  SQL system is preferable. 
• Strong problem-solving skills. 
• Excellent communication and interpersonal skills.
• Excellent computer skills, such as Microsoft office. 
• Good command in verbal & written English, Mandarin & Malay  
• Minimum SPM level and above is preferred.

Perks & Benefits

1. Open culture
2. Personal development opportunities

Job Description:

• To plan, coordinate and execute events
• Upkeep with market trends for event purposes
• Good knowledge with social media platforms to promote and run event 
• Sourcing material and event necessities
• Be the point of contact for any events run by you
• Able to liase with clients to understand their requirement for the event 
• Resolve issues before and during event quickly 

Job Requirements:

• Possess at least a Diploma/ Bachelor's Degree in Public Relations, Marketing, Hospitality Management or related field.
• Proven work experience as event planner/ coordinator.
• Fresh graduates are welcomed to apply!
• Computer savvy; proficient in MS Office.
• Excellent communication and negotiation ability.
• Able to work with minimum supervision

Perks & Benefits:

• Employee equity
• Allowance (travel stipends, transportation, etc.)
• Nearby public transport
• Personal leave
• Personal development opportunities

Responsibilities: 

• Organise production workflow for one or multiple products. 
•  Plan and prioritize operations to ensure maximum performance and minimum delay. 
• Delegate manpower, equipment and raw materials needed to cover production demand. 
• Assign workers and other staff to particular production operations. 
• Schedule shift according to production needs. 
• Supervise jobs to ensure they will finish on time and within budget. 
• Address issues when they arise aiming for minimum disruption. 
• Gain output information (number of finished products, percentage of defectives etc.). 
•  Work with quality control, warehouse and other staff. 

Requirements: 

•  Knowledge in  SQL system is preferable. 
• Strong problem-solving skills. 
• Excellent communication and interpersonal skills.
• Excellent computer skills, such as Microsoft office. 
• Good command in verbal & written English, Mandarin & Malay  
• Minimum SPM level and above is preferred.

Perks & Benefits

• Open culture
• Personal development opportunities

Responsibility

• Purchase goods, materials, components or services in line with specified cost, quality and delivery targets
• Ensure continuous supply of required goods and materials.
• Assess and evaluate suppliers and undertake performance reviews to ensure contract compliance and manage performance improvement activities
• Explore alternate sources for goods and materials
• Responsible for sourcing quality supplies with on time delivery, competitive prices & material of goods quality.
• Follow up delivery of material with supplier.
• Plan for material upon receiving of sales report from sales admin department.
• Communicate with all relevant department pertaining to issues of materials.

Requirements

• Candidate must possess at least SPM level.
• 2 years working experience in related field (Manufacturing industry) is an added advantage.
• Required skill(s): must be computer literate, Microsoft Office
• Excellent/ Good interpersonal and communication skills.
• Able to work independently.
• Able to communicate in Mandarin.

Benefits

• Good career prospects
• Good opportunities to learn new work skill
• Opportunity to participate holding company share option scheme
• Bonus for confirm employee
• 5 days work per week

Responsibilities: 

• Coordinate between transportation providers to property schedule shipments and deliveries.
• Communicate with dispatchers and drivers regarding delays, issues and delays and provide immediate update to avoid unnecessarily waiting time.
• Coordinating and planning with the internal warehouse team on the warehouse storage before and during the deliveries. 
• Responsible for all the outgoing deliveries reports, ensuring that vehicles delivering to sites have the correct paperwork. 

Requirements: 

• Knowledge in  SQL system is preferable
• Ability to work independently and as part of team.
• Excellent computer skills, such as Microsoft office. 
• Good command in verbal & written English, Mandarin & Malay 
• Preferable Male 

Perks & Benefits

Open culture
Personal development opportunities

Company Description

IMM International is a consulting and publishing company that specializes in serving the insurance industry by distributing insurance marketing-related information to the insurance agencies.

Headquartered in Taiwan, the company has been established for 41 years since 1983. To serve worldwide Chinese insurance advisers, we have set up global service centers in Taiwan, China, and Southeast Asia. Currently, we have 3 branches in Taiwan, 11 branches in Mainland China, and 1 branch in Malaysia.

Our business covers 17 countries and regions around the world. We publish professional insurance and financial planning publications, provide training courses and financial planning certification, organize international insurance conferences, as well as set up international standards and awards for the industry.

我们公司名称为保险行销集团。 我们不销售保险，我们是保险专业资讯的领航员，专门服务保险行业传递行销保险相关资讯的企业。

集团自1983年成立至今已41年了,我们是一家国际性的公司。从台湾出发为服务世界华人保险从业人员,分别在台湾、 东南亚、大陆设立服务据点,目前台湾有3家分公司,中国大陆有11家分公司,马来西亚有1家分公司。

我们的业务遍布全球17个国家和地区,主要经营项目是为金融保险从业人员出版专业书籍和杂志、提供培训课程与财务 规划相关证照,举办国际性的保险行业交流会议、设立国际性的行业标准及荣誉奖项。

Role Description

We are seeking a dynamic and creative New Media Planning Executive to join our team. The ideal candidate will have a strong understanding of digital media platforms, emerging trends, and audience behavior. As a New Media Planning Executive, you will be responsible for developing and implementing innovative strategies to optimize our online presence, drive engagement, and achieve our marketing objectives. This role requires a blend of analytical thinking, strategic planning, and creative problem-solving skills to effectively reach and resonate with our target audience across various digital channels.

我们正在寻找一名充满活力和创造力的新媒体企划专员加入我们的团队。理想的候选人应具有对新媒体平台、新兴趋理解。作为新媒体企划专员，您将负责制定并实施创新策略，优化我们的线上平台，提升参与度。这个角色需要创意, 分析思维、战略规划和创造性解决问题的能力相结合，以有效地与粉絲产生共鸣。

Responsibilities : 

· Managing the company social media platforms, assist in article editing and pictures uploading 

· Responsible in the creative planning and designing of pictures, banners 

· Plan on the promotional publishing of the books and sales tools produced by the company

· Translate the data/information collected from the market into mandarin 

· Organise and present data collected on public info

· 管理公司粉丝专页，包括发布上载等

· 策划创意、设计海报或文案文宣方案相关工作

· 书籍、工具推广制作

· 搜集信息, 翻译市场最新资讯

· 参与及制定活动方案企划

Qualifications :

· Possess at least Bachelor's degree in in marketing, advertising, mass communications, Chinese Language studies or related field 

· Proven experience in digital media planning, advertising, or a related role.

· Strong understanding of digital media landscape, platforms, and technologies.

· Require Professional Writing and Communication Skills in both Mandarin & English

· Competent in basic design softwares such as PhotoShop and Ai, experience on image and video editing will be an added advantage

· Attain basic knowledge in the management of social media platform

· Creative, possesses basic observational and analytical skills

· Able to communicate and work as a team, willing to learn and self-disciplined

· 大专或以上学历 : 市场营销、广告、传播或相关领域的学士学位

· 在新媒体企划、广告或相关领域具有经验

· 对新媒体领域、平台和技术有深刻理解

· 精通中英文书写，阅读能力

· 能熟练Photoshop、Ai等平面设计软件或视频编辑等

· 了解新媒体运作

· 创造力、对细节的关注、分析能力、善于沟通

· 有良好的团队合作意识以及好学

Perks & Benefits

• Employee equity
• Personal leave
• Personal development opportunities

Job Requirements:

• Degree above 
• Management experience with team( experience min 2 yrs) 

Perks & Benefits:

• Commission and bonus
• Company trips
• Medical insurance
• Personal leave
• Open culture
• Personal development opportunities
• Basic pay Rm 3500-9000
• Manager overwriting whole team %

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