Wealth Associate (Sign-On Bonus + Leads Provided)

Build a high-value advisory career in estate planning and investment management.

We are expanding our advisory team and are looking for ambitious individuals who want to build a professional career in wealth management, estate planning and investment advisory.

This opportunity is designed for candidates who want more than traditional insurance sales. You will be trained to advise clients across wealth accumulation, investment management, retirement planning, legacy structuring and estate planning — while being supported with lead generation, structured training, mentorship and an attractive sign-on bonus.

What We Provide

We invest heavily in helping new advisers build momentum quickly.

You will receive:

• Attractive Sign-On Bonus
• Lead Generation Support
• Structured onboarding and adviser development
• Training in estate planning and investment advisory
• Mentorship from experienced wealth management leaders
• Client engagement and appointment support
• Proven advisory frameworks and business-building systems
• Access to a broad suite of wealth management solutions
• Clear progression into senior advisory, management and leadership roles

What You'll Do

You will work with individuals, families and business owners across:

• Estate & Legacy Planning
• Investment Portfolio Management
• Retirement & Income Planning
• Wealth Accumulation Strategies
• Insurance & Risk Management
• Business Succession Planning
• High-Net-Worth & Family Wealth Solutions

You will learn how to conduct professional financial reviews, identify planning gaps, structure suitable solutions and build long-term advisory relationships with clients.

Sign-On Bonus Eligibility

To qualify for the sign-on bonus, candidates must successfully complete the following 4 CMFAS examinations by 15 December:

• RES5
• M9
• M9A
• HI

Guidance and support will be provided to suitable candidates working towards these requirements.

Who We're Looking For

Prior financial advisory experience is not required.

We are looking for individuals who are:

• Ambitious and driven
• Interested in investments, wealth management and estate planning
• Comfortable meeting and advising clients
• Coachable and willing to learn
• Entrepreneurial and performance-driven
• Strong in communication and relationship building

Fresh graduates, career switchers and professionals from banking, sales, business development, real estate, luxury, hospitality and other client-facing industries are welcome.

Why Join Us

The financial advisory profession is evolving.

Clients increasingly expect advisers to go beyond basic insurance planning and provide meaningful advice around wealth creation, investment management, retirement and intergenerational wealth transfer.

Our goal is to develop advisers into trusted wealth consultants who can advise clients and families across different stages of their financial journey.

If you are prepared to work hard, learn quickly and build a serious career in wealth management, we would like to meet you.

Apply now for a confidential discussion.