jobs in Firmus Financial Sdn Bhd (formerly known as Money Sense Advisory Sdn Bhd)

Work from Home Associate Financial Planner Jobs, in Firmus Financial (formerly known as Money Sense Advisory Sdn Bhd) Selangor - Maukerja

Associate Financial Planner jobs

Associate Financial Planner

Firmus Financial Sdn Bhd (formerly known as Money Sense Advisory Sdn Bhd)

Firmus Financial Sdn Bhd (formerly known as Money Sense Advisory Sdn Bhd) is top company
Undisclosed

Full Time, Work from Home

Petaling Jaya, Selangor

Fresh Graduates
Be an early applicant!
Posted 4 hours ago • Closing 10 Oct 2026
Be an early applicant!
Share
Save

Working Location

  • Jalan SS 6/12 Petaling Jaya Selangor Malaysia 47301

Job Description

Requirements

  1. Education:  

  • Diploma and above in any field  

  • Background in Financial Planning / Finance / Business is an advantage (not mandatory) 

  1. Experience:  

  • 3 years in sales preferred (not mandatory).  

  • Existing Insurance Agents, Unit Trust Consultants, Estate Planners and Bankers are welcomed. 

  • Fresh graduates, professionals &career switchers are encouraged to apply 

  1. Skills: Good communication & interpersonal skills 

  2. Characteristics: Results oriented, Eager to learn, Self-motivated, Client-focused, High integrity and strong work ethic, Professional mindset 

  3. Others:  

  • Must possess own transport and are willing to travel to meet clients. 

  • Financially fit – Not an undischarged bankrupt, No adverse CCRIS and CTOS record. 

Responsibilities

  1. Client Advisory: Analyse clients’ financial needs and recommend suitable financial solutions including insurance, investment, retirement, debt management, risk management and estate planning. 

  2. Continuous Professional Development: Participate in training, coaching sessions, meetings and continuous development programs provided by the company or providers 

  3. Relationship Building: Build and maintain long-term, trusted relationships with clients. 

  4. Compliance: Meeting compliance requirements including fulfilling CPD (Continue Professional Development) hours, adhere to high level of professionalism and other criterias as required by authorities 

Benefits

  • Commission-based structure
  • No fixed salary provided
  • Flexible Working Hours: Plan and manage your own schedule
  • Entrepreneurship: Build your own financial advisory business at low startup cost.
  • Gain first-hand financial expertise
  • Manage your own finances better
  • Work towards long-term FINANCIAL FREEDOM
  • Career Growth Path: Progression from Licensed Financial Planner to Team Leader and Management Roles
  • Virtual Office: Kota Kinabalu (Sabah), Johor Bahru (Johor), Sg Petani (Kedah)
  • Recognition: Performance awards and incentive trips / rewards

How to get to this company by public transport?

Petaling Jaya

Nearby Public Transportation

LRT

  • TAMAN JAYA

    0.3 km

  • ASIA JAYA

    1.1 km

  • UNIVERSITI

    2.0 km

Important Information

Never provide your bank or credit card details when applying for jobs. Do not transfer any money or complete unrelated online surveys. If you see something suspicious, Report this Job ad.

Learn More