Total 294 Full-time Financial Planner job vacancies in Finance / Banking / Insurance category 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 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

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

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 

"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

• Employee equity
• Commission and bonus
• Nearby public transport
• Flexible working hours
• Casual dress code
• Regular team activities
• Personal development opportunities

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

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

“你是否工作過度、工資過低？”

“想在未來三年內將收入增加兩倍嗎？”

“想為自己和他人帶來改變嗎？”

與我們一起探索更多 – 我們不僅僅是您的普通金融服務顧問。利用您的知識和技能，您將幫助他人保護他們的現在並確保他們的未來。一路走來，我們共同創造有意義、鼓舞人心且經濟回報豐厚的職業生涯。所需要的只是您想要有所作為的願望！

成為金融服務顧問的好處：

• 行業頂尖的津貼/激勵計劃—為您職業轉型的前 1.5 年提供津貼支援。
• 有吸引力的薪酬計劃 – 除了每月高達 RM 9,000 的津貼外，還可以根據您的表現賺取額外（無限制）佣金。
• 環遊世界－每年績效獎勵海外旅行（過往目的地：東京、阿姆斯特丹、瑞典等）
• 彈性的工作時間－掌控自己的時間，取得更多成就！
• 清晰的 3 年職涯發展和路線圖 – 您將在職涯道路上獲得全面的培訓支援和指導，以及晉昇機會。
• 培養持續自我和職業發展的環境——了解成為全人顧問意味著什麼，不僅在你的職業生涯中，而且在你的個人生活中。
• 有效的數位工具－您將配備各種工具來促進您的工作流程。

我們在找誰？

• 善於與人交往－能夠與他人進行良好的溝通並喜歡與人交往。
• 積極性高，目標導向，實踐良好的道德規範。
• 一個充滿活力的團隊合作者。
• 具備良好的分析能力。
• 願意學習新的金融知識。
• 擅長技術，能夠使用各種數位工具。

你會做什麼？

• 分析潛在客戶或客戶的保護組合，設計適當的建議和解決方案，以滿足他們的財務和保護需求。
• 向潛在客戶或客戶清楚地解釋我們的金融解決方案（特別是人壽保險、回教保險、一般保險和抵押貸款）
• 就客戶的索賠和服務請求提供建議和服務。
• 可選 – 參與團隊發展並招募您自己的顧問團隊。

要求

• 年齡在25-45歲之間。
• 必須是馬來西亞人或馬來西亞永久居民。
• 您必須至少擁有文憑。我們也接受至少獲得 5 次通過的 SPM 畢業生（包括馬來語）。
• 您不得申請破產、被判犯有嚴重詐欺罪、負債累累或被金融機構列入黑名單。
• 擁有自己的交通工具。

還在等什麼？點擊“立即申請”按鈕，讓我們盡快聯繫！

津貼和福利

• 員工股權
• 佣金和獎金
• 附近的公共交通
• 彈性的工作時間
• 休閒著裝要求
• 定期團隊活動
• 個人發展機會

職位概述

監督所有財務控制活動。為執行管理層提供準確、全面的財務信息，以根據政府法規指導有效的政策制定和財務策略。

職位描述

• 確定關鍵業務舉措、關鍵成果領域並提高集團的財務績效。
• 管理集團的財務系統，確保其回應業務需求的有效性和效率。
• 根據預計的營運成本、目標來源和資金用途，協調準備和編制預算。
• 總結預算趨勢，分析缺陷並向高階主管報告差異。
• 監控現金流量預測並為集團執行每月計畫。
• 管理與機構、銀行和代理商的高階財務關係。
• 監督和管理財務部門下屬的工作，確保所提供服務的效率和及時性。
• 審查集團財務報表、集團合併和季度公告，確保其編制準確並符合法定上市要求。
• 報告財務數據和統計數據，並對成長、財務優勢和劣勢與市場表現進行建設性評論，以促進董事會決策。
• 履行其他相關職責以有利於組織的使命。

要求

• 至少擁有會計/金融學士學位。
• 至少五 (5) 年相關領域管理層財務總監的工作經驗。
• 最好是擁有專業資格（ACCA / CPA / ICAEW / MICPA 等）的特許會計師和/或候選人。
• 較強的領導能力和溝通能力。

津貼和福利

• 附近的公共交通
• 中心位置
• 個人發展機會

我們正在尋找積極主動的個人加入 OLPA 團隊，擔任財務顧問。作為財務顧問，您將在幫助客戶實現財務目標並確保他們的財務未來方面發揮至關重要的作用。您將為您提供全面的財務建議，制定客製化的財務計劃，並推薦合適的金融產品和服務。

強調 ：

• 提供高額基本津貼
• 混合工作模式。工作與生活平衡，工作時間靈活，管理自己的行程。
• 無限的收入潛力（基本津貼+佣金+定期現金獎勵+年度獎金）
• 綜合培訓和指導計劃
• 高職涯發展機會（一年內晉升為經理）
• 為新加入者提供令人興奮的獎勵活動（免費 iPad / 旅行等）

工作職責：

• 進行徹底的財務需求分析，以了解客戶的財務目標和目的。
• 根據客戶的獨特情況制定個人化的財務計劃和策略。
• 向客戶提供各種金融產品和服務的教育，包括保險、投資和退休計劃。
• 與客戶建立並維持長期關係，提供持續的支援和指導。
• 隨時了解產業趨勢、市場發展和監管變化。
• 達到或超過銷售目標並為代理商的成長和成功做出貢獻。

要求：

• 全職或兼職歡迎申請
• 熱衷於幫助他人並對其財務狀況產生正面影響。
• 優秀的溝通和人際交往能力。
• 積極主動、自我激勵，具有獨立工作的能力。
• 高水準的誠信、專業和道德行為。
• 具銷售或客戶服務經驗者優先。
• 最低 SPM 資格或同等資格。
• 說中文是必須的。

如果您雄心勃勃、目標明確，並渴望在金融服務業建立成功的職業生涯，請加入我們 OLPA 的團隊。將您的履歷發送給我們，邁向美好未來的第一步。我們期待您加入我們充滿活力的團隊！

立即申請，了解更多有關我們有吸引力的佣金結構和當前的新加入活動的資訊！

注意：只有入圍的候選人才會被聯絡進行面試。

津貼和福利

• 佣金和獎金
• 彈性的工作時間
• 公司旅行

“你是否工作過度、工資過低？”

“想在未來三年內將收入增加兩倍嗎？”

“想為自己和他人帶來改變嗎？”

與我們一起探索更多 – 我們不僅僅是您的普通金融服務顧問。利用您的知識和技能，您將幫助他人保護他們的現在並確保他們的未來。一路走來，我們共同創造有意義、鼓舞人心且經濟回報豐厚的職業生涯。所需要的只是您想要有所作為的願望！

成為金融服務顧問的好處：

• 行業頂尖的津貼/激勵計劃—為您職業轉型的前 1.5 年提供津貼支援。
• 有吸引力的薪酬計劃 – 除了每月高達 RM 9,000 的津貼外，還可以根據您的表現賺取額外（無限制）佣金。
• 環遊世界－每年績效獎勵海外旅行（過往目的地：東京、阿姆斯特丹、瑞典等）
• 彈性的工作時間－掌控自己的時間，取得更多成就！
• 清晰的 3 年職涯發展和路線圖 – 您將在職涯道路上獲得全面的培訓支援和指導，以及晉昇機會。
• 培養持續自我和職業發展的環境——了解成為全人顧問意味著什麼，不僅在你的職業生涯中，而且在你的個人生活中。
• 有效的數位工具－您將配備各種工具來促進您的工作流程。

我們在找誰？

• 善於與人交往－能夠與他人進行良好的溝通並喜歡與人交往。
• 積極性高，目標導向，實踐良好的道德規範。
• 一個充滿活力的團隊合作者。
• 具備良好的分析能力。
• 願意學習新的金融知識。
• 擅長技術，能夠使用各種數位工具。

你會做什麼？

• 分析潛在客戶或客戶的保護組合，設計適當的建議和解決方案，以滿足他們的財務和保護需求。
• 向潛在客戶或客戶清楚地解釋我們的金融解決方案（特別是人壽保險、回教保險、一般保險和抵押貸款）
• 就客戶的索賠和服務請求提供建議和服務。
• 可選 – 參與團隊發展並招募您自己的顧問團隊。

要求

• 年齡在25-45歲之間。
• 必須是馬來西亞人或馬來西亞永久居民。
• 您必須至少擁有文憑。我們也接受至少獲得 5 次通過的 SPM 畢業生（包括馬來語）。
• 您不得申請破產、被判犯有嚴重詐欺罪、負債累累或被金融機構列入黑名單。
• 擁有自己的交通工具。

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津貼和福利

• 佣金和獎金
• 附近的公共交通
• 彈性的工作時間
• 每年基於績效的獎勵海外旅行
• 有效的數位工具

作為PRUVenture的主要職責是協助個人和企業評估其風險水平，並推薦其財富創造和保護策略，例如遺產和 Hibah規劃、醫療保險和收入保護規劃、關鍵人物保護和商業保險規劃以及員工保護和醫療保健福利解決方案規劃。您的角色還包括教育和退休財富累積規劃。

完成 PRUVenture 計劃後，您應晉升為單位經理並領導單位團隊。

• 津貼和福利
• 佣金和獎金
• 彈性工作時間
• 公司旅行
• 個人發展機會

As a PRUVenture , the primary role is to assist Individual and Businesses assess their risk level and recommend the strategy in their Wealth Creation and Protection  eg Legacy  & Hibah planning, Medical Insurance & Income Protection planning, Keyman Protection & Business Insurance planning and Employee Protection & Healthcare Benefit Solutions  planning. Your role also inclusive of Education and Retirement Wealth Accumulation planning.

You are expected to promote as a Unit Manager and lead a unit team after you have completed the PRUVenture program.

• Perks & Benefits
• Commission and bonus
• Flexi working hours
• Company trips
• Personal development opportunities

Locations:

• Kuala Lumpur
• Batu Pahat (CFS)
• Penang (CFS)
• Kuantan (CFS)
• Johor Bahru (CFS)
• Miri (CFS)
• Tawau (CFS)
• Bintulu (CFS)
• Melaka (Insurance)

Key Responsibilities:

• Plan and conduct marketing activities for a diverse range of industries / customers for hire-purchase products, leasing facilities, trade finance, etc.
• Develop and maintain good relationships with existing customers, suppliers and vendors
• Conduct site visitation to customers, suppliers or vendors on a regular basis
• Compile financial data and market information to perform credit assessment and analysis
• Aggressively obtain new business opportunities to achieve assigned budget /target

Requirements

• Degree in Accounting, Finance, Marketing, Business Administration or equivalent
• Diploma holder with relevant experience in Marketing will also be considered
• Strong analytical mind, observant and good communication skills
• Mature personality with right attitude, ability to work independently and good interpersonal skills
• Fresh graduates are encouraged to apply as comprehensive training will be provided.
• Possess a valid driving license

Perks & Benefits

• Employee equity
• Commission and bonus
• Personal leave
• Open culture
• Personal development opportunities