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Financial Planner

2 weeks ago

Bayan Lepas, Malaysia Dinamiq Agency Full time

We are seeking a meticulous and experienced Financial Planner to join our team. As a Financial Planner, you will be responsible for assessing our clients' financial situations, understanding their goals, and crafting personalized financial plans to achieve them. Your role will involve providing comprehensive financial advice, including investment strategies, retirement planning, estate planning, tax optimization, and insurance coverage. You will collaborate closely with clients to educate them on financial opportunities and risks, ensuring their plans align with their short-term and long-term objectives.

**Responsibilities**:

- Conduct thorough financial assessments of clients' current financial positions.
- Develop customized financial plans based on clients' goals, risk tolerance, and time horizon.
- Recommend appropriate investments and financial strategies aligned with clients' needs.
- Provide guidance on retirement planning, including 401(k) plans, IRAs, and pension strategies.
- Advise on tax planning strategies and optimization opportunities.
- Assist with estate planning, wealth transfer, and generational wealth strategies.
- Monitor clients' financial plans regularly and make adjustments as needed based on market changes or life events.
- Educate clients on financial matters, investment options, and potential risks.
- Stay updated on financial products, market trends, and regulations affecting the industry.
- Maintain client relationships and provide ongoing support and guidance.

**Requirements**:

- Bachelor’s degree in Finance, Economics, Business Administration, or related field (Master’s degree and/or CFP certification preferred).
- Proven experience as a Financial Planner, Financial Advisor, or similar role.
- In-depth knowledge of financial planning strategies, investment products, and financial regulations.
- Strong analytical skills with attention to detail.
- Excellent interpersonal and communication skills.
- Ability to build trust and rapport with clients.
- Proficient in financial planning software and tools.
- Ethical behavior and confidentiality in handling clients' financial information.

**Job Types**: Full-time, Part-time, Internship
Contract length: 12 months
Part-time hours: 40 per week

Pay: RM3,000.00 - RM9,000.00 per month

**Benefits**:

- Flexible schedule
- Opportunities for promotion
- Professional development
- Work from home

Schedule:

- Monday to Friday

Supplemental pay types:

- Commission pay
- Performance bonus
- Retention bonus
- Yearly bonus

Ability to commute/relocate:

- Bayan Lepas: Reliably commute or planning to relocate before starting work (preferred)

Willingness to travel:

- 50% (preferred)