Build your career without depending on friends & family.
Interested in financial advisory but worried about where your clients will come from?
Our platform is built around cold-market client acquisition, giving you multiple channels to meet and engage new prospects while developing real sales and advisory skills.
WE PROVIDE THE OPPORTUNITIES
You’ll have access to:
Corporate Events
Engage working professionals through corporate activities and events.
Roadshows & Events
Regular opportunities to meet and acquire new clients outside your personal network.
Leads Provided
Additional prospecting opportunities to help you build your client base.
Cold Market Training
Learn how to approach, engage, follow up and convert prospects professionally.
Basic Allowance Support — Up to 24 Months
Build your career with greater income stability while developing your client base and skills.
UNDERGRADS ARE WELCOME
You don't have to wait until graduation to start building your career.
Suitable candidates can begin gaining exposure, training and experience while studying, with opportunities to transition into a full-time Financial Advisor career upon meeting the relevant requirements.
WHAT YOU'LL LEARN
Client acquisition & prospecting
Financial planning & needs analysis
Sales, presentation & communication skills
Investment, insurance & retirement planning
Social media & personal branding
Client relationship management
Business development & networking
WHAT WE'RE LOOKING FOR
No prior financial experience required.
We’re looking for people who are:
• Driven and willing to learn
• Comfortable meeting new people
• Hungry for personal & career growth
• Coachable and willing to step outside their comfort zone
• Interested in building a long-term professional career
Whether you're an undergraduate, fresh graduate or considering a career switch, we'd love to have a conversation.