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Who is a Wealth Planner?

The wealth planner with related qualifications may also know as a financial planner, financial advisor or financial consultant. They are people who aim to help the client to understand what is involved in meeting the client's future goals. Most of the time they also help the clients to remove their financial worries. This financial industry is continually evolving because there are many people who still do not know how to analyze their goals, risk tolerance or identify any suitable class of investment for them.  

As a Planner in AVA Wealth Consultancy, you have a big opportunity to achieve your dreams whatever it is. From time to time, our Planners will be provided with training programs and guidance from our experience superior on what they can do and how to succeed in this career. The rewards that our Planners received heavily outweigh the price. The more you gave to others, the more you received in return.

BENEFITS IN THIS CAREER

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Job Security

  • There will be career contract in place to make sure all parties including you and us will gain accordingly to the agreement.

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Growing Industry

  • It's a high growth industry.

  • Most people will need the help of a wealth planner to make a comfortable retirement a reality or helping them face their unforeseen circumstances.

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Learning Advancement

  • Career growth.

  • Various career benefits.

  • Broader continuing education.

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Good Income 

  • Have the ability to earn as much, or as little, as you are able.

  • Everything depends on what you put in.

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Clear Pathway

  • 2 years to promote to Unit Manager

  • 5 years to promote to Group Manager

  • No office politics affecting your elevation.

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Job Satisfaction

  • Your job brings big impact to other people's life.

  • Helping clients to fulfill their life goals

  • Take away clients' financial worries.

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Time Freedom

  • Flexible working schedule enable you to arrange your priorities.

  • Cater your schedule that fits with your most productive time.

  • Get healthy work-life balance.

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Harmony Working Environment

  • Treated with respect and friendly.

  • Encourage motivation and happiness.

  • Good communication among members.

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Social Contribution

  • Actively support activities conducted by each member.

  • Promote dialogue and cooperation with society

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Job Application

Job Application

Please email your RESUME and related documents to us:

career@ava-wealth.com

We would like to hear from you!

Location

Selangor & Penang

Qualification

Universiti Utara Malaysia, Kedah

Opportunities in 4 Stages of Financial Planning

Wealth Creation

  • A wealth creation plan helps you to:

  1. Identify your financial goals.

  2. Make realistic investments.

  3. Follow a money management plan.

  4. Transferring debt into wealth.

  5. Investing in real estate.

Wealth Protection

  • Must protect ‘What you have’.

  • Plan for sufficient insurance coverage and buy the right product to cover what you need.

  • Have to ready cash to meet any foreseen circumstances.

  • Emergency fund.

  • Protect financial stability.

  • Example: Life, vehicle, health, property, etc

Wealth Accumulation

  • Build your savings.

  • Invest in various types of assets.

  • Example:  Buy a property, Saving for children's education, Retirement.

Wealth Distribution

  • Avoid our inheritance claim being frozen and make it easy for our beneficiary.

  • Preventing any unwanted occurrences.

  • Use wills and trusts to plan for yourself.  

  • Preventing derail family ties/ bonds.

 

Advantage of Distribution:

  1. Confidentiality.

  2. Emergency needs.

  3. Assets are not frozen.

  4. Professional management.

  5. Bankruptcy or creditor protection.

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