Wealth Advisory Associate — Investment Track

5 openings · Structured 12-month pathway into team leadership

We're grooming our next generation of advisory leaders — and we back our people with something most agencies can't: a proprietary technology stack that takes the grind out of the job from day one.

This is a client-facing wealth advisory role focused on investment-linked solutions and portfolio management. If you want to own your income, work with a serious systematized practice, and grow into leading a team, read on.

What you'll do

• Build and manage a portfolio of clients across the wealth spectrum, with a focus on investment solutions and ongoing portfolio reviews
• Run financial needs analyses and translate market movements into clear, actionable advice clients understand
• Identify, target, and acquire clients across various wealth segments
• Host and invite clients to investment events and briefings (company-funded)
• Keep abreast of market events and develop into a team leader within ~12 months if you show the aptitude

The package

• Fixed monthly salary of up to $4,000 for your first 3 months — probation period
• A structured 3-month training programme designed to get you producing confidently before the salary period ends
• After probation: a commission-based model with no ceiling. Advisers who complete our programme and apply it consistently typically reach $5,000+/month — your income scales directly with your effort.
• Monthly investment training delivered by major fund houses, fully funded
• A defined leadership track with mentorship — not a vague "maybe one day"

The edge most agencies can't offer you

This isn't a cold-calling, paper-form practice. We've built our own technology stack to take the admin out of the job so you spend your time with clients, not paperwork:

• Automated portfolio analysis tools that turn hours of manual policy review into minutes — so you walk into every meeting already knowing where the client's gaps are
• A market intelligence system delivering a weekly, ready-to-use brief on what's moving and why — you sound informed without spending weekends buried in research
• Client-facing modelling tools that let you show projections and scenarios live, on screen, instead of fumbling with spreadsheets
• A structured lead and pipeline system so nothing slips and you always know who to call next
• A built-in CMFAS exam prep platform to get you licensed faster

You're not figuring this out alone with a brochure and a phone. You're plugged into a practice that's years ahead of the typical agency — using tools that make you measurably more productive than the adviser across the table at another firm.

Who this is for

• Diploma / Degree / full A-Levels in any field — career-switchers from corporate, banking, or sales backgrounds do well here
• Strong communicators who can make complex market events simple
• Self-starters comfortable with a model where effort directly drives income
• Organised, able to juggle shifting priorities and follow through under frequent change

Apply if you want a clear pathway and are willing to earn it.