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Professional financial advisor

Join our Financial Advisor Development Program and learn the skills and techniques needed to provide sound financial advice and effectively help clients achieve their financial goals.

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Financial Advisor (FA)

Ready to enter the world of finance? Join our Financial Advisor Development Program and learn the skills and techniques needed to provide sound financial advice and effectively help clients achieve their financial goals.

Job Description

Advanced Skills Development Project for Financial Advisors with 12-month income guarantee plan and quarterly bonuses, annual bonuses and personal career coaches throughout the project

CAREER ACHIEVEMENT BONUS (CAB) 5 million baht of AIA FA project (under the terms of working with AIA for 5 years and the terms and conditions of the project)

There are welfare benefits such as medical expenses, a reserve fund, a salary based on your own performance, and overseas travel. There is a preparation program for the Investment Consultant License (IC) exam to be certified by the SEC.

Working with global financial companies that have created a digital platform for customer service, online marketing and seminars both locally and internationally to develop consultants' knowledge.

Can be further developed to create your own business in the form of a financial consulting company, expand branches and forward the business.

Hybrid working

Job details and responsibilities

Expand the customer base in the Wealth group (insurance and funds) and maintain quality relationships with customers.

Analyze the financial needs of customers, create appropriate financial plans to help customers achieve their financial goals (financial planning applications are available)

Provide protection and security for customers through life and health insurance products, design retirement plans and strategies.

Recommend investments to help clients achieve their financial goals.

Update investment news to support customer portfolio management.

Learn and operate in accordance with current laws, regulations, ethics, rules and company policies.

Facilitate and support customer transactions via Digital Platform and can recommend the company's applications for easy access to information, which is directly beneficial to customers, including CRM that the company has created to build long-term relationships with customers.

Continuously develop oneself to enhance professionalism (Life-Long Learning) and participate in training according to the standard criteria.

Work as a team with sales team, experts in various financial products and related departments to ensure appropriateness of use and presentation to customers to achieve goals with customers as the center.

Participate in the development of the organization, be open to listening to the team's ideas, and express them constructively.

Applicant Qualifications

Bachelor's degree or higher, any field

Good personality, good presentation skills, good interpersonal skills

Love to learn new experiences and develop myself endlessly.

Committed to building your own business

Interested in holistic money management and investing

Enjoy building relationships and communicating well.

Those who have experience in sales, service work or have an IC License will be given special consideration.

Come unleash your potential with us.

Financial Advisor

Apply now


Insights into the mindset

Insights into the mindset of Adwealth301's CEO for a successful career path

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"Ignite your work life" Discover your true inspiration and passion for work. Turn every day into a meaningful one.

FAQ (Frequently Asked Questions)

Do I need prior financial experience?

No prior experience in finance is required. We offer a comprehensive training program for those interested in entering this career. If you have good communication skills and an interest in helping others financially, you are welcome to apply.

What professional licenses are required?

In many cases, required licenses may include insurance sales licenses (e.g. Life Insurance) and investment advisory licenses (e.g. IC License). Our firm provides support for new employees in preparing for these license exams.

What does working as a financial advisor look like?

Financial advisors work with clients to analyze their individual financial situation, develop financial strategies that meet their goals, such as savings, investing, retirement, and insurance. They also monitor and update their financial plans regularly.

Are there opportunities for career growth in this career?

There are great growth opportunities in this career path. You can develop your skills from financial advisor to team management, senior consultant. Our company also supports ongoing skills development training and career growth paths.

How much does a financial consultant earn?

Financial advisors' income comes from commissions on financial products they recommend to clients, as well as bonuses and target returns. Some companies may have a base salary based on specified conditions.

What skills are important for being a financial advisor?

Key skills include good communication, analysis, problem solving, building good relationships with clients, understanding financial products, and the ability to plan and manage time.

How many hours per week do you have to work?

Financial advisory work is flexible in terms of working hours. You can manage your own working hours at your convenience, but sometimes you may have to meet with clients outside of normal working hours to meet the client's needs.

What kind of training or support does the company provide for skills development?

Our company offers comprehensive training programs from basic to advanced levels to prepare you for becoming a professional financial advisor. We also offer additional training on new products and cutting-edge working techniques.

If you have any further questions, please contact our team : addwealth301@gmail.com

Reviews from Financial Advisors

Win is proud to have the opportunity to enter this career path.

Win is another voice that comes out to tell everyone that

"Insurance is necessary

because risks are everywhere, all the time."

And insurance is not a product, but a solution that can solve problems when disasters happen.

If you are healthy today, hurry up and get insurance.

Win doesn't want everyone to see the value when it's too late.

Natruja Huiboon
Financial Advisor
Rating

I entered this profession because I am aware of the rising cost of medical care every year and it will only continue to rise. I once had a treatment that cost hundreds of thousands of baht, and I was lucky to have insurance to pay for it. But millions of other lives... “may not be this lucky.”

So I would like to share this opportunity with many people.

“Because the unexpected can happen at any time.”

Pitchaya Sakulkerewatana
Financial Advisor
Rating

Internships open for applications right now!

Pre Financial Advisor

Join our team to gain real-world experience in finance, learn new skills and develop yourself with experts for free! With opportunities for future growth

Apply now

Internship Diary

2023 - 2024

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