Financial Advisor

Company Description

Coreplus Advisory is Malaysia's first licensed financial planning firm specializing in Financial Life Coaching, established in May 2014. Dedicated to simplifying financial planning, we provide clients with practical and accessible tools to achieve financial freedom and improve their quality of life. Since 2020, we have integrated the Psychology of Financial Planning into our practice to address both financial and emotional aspects, enabling informed and empowered decision-making. At Coreplus, we prioritize personalized coaching and foster a community of like-minded financial planners to help clients transform their financial goals into meaningful life achievements.

Role Description

This is a full-time remote role for a Financial Advisor. The Financial Advisor will work directly with clients to offer tailored financial planning, including retirement planning and investment strategies. Core responsibilities include assessing financial goals, cr...