Skill diminta
MentoringOnboarding
Deskripsi
- Job description for Financial Advisor at SP-DYG
- Financial Consultant | Flexible Career Path
- Empowering Growth. Building Trust.
- Looking for a career that offers professional growth, meaningful work and greater ownership over your time?
- At SP-DYG, we welcome individuals from diverse backgrounds, including career returners and those considering a career switch.
- You do not need prior financial services experience
- . What matters is your willingness to learn, build relationships and take ownership of your development.
We provide the training, mentorship and framework to help you translate your experience into a sustainable advisory practice. For those with the ambition and ability, there are opportunities to progress into mentoring and eventually leading a team of their own.
- Why SP-DYG?
- We are a boutique agency by choice.
- We believe people perform at their best when they have invested leaders, room to grow and the right systems behind them.
We are building an entrepreneurial, growth-driven and people-first culture where performance is supported by discipline, innovation, thoughtful advice and the smart use of technology. As part of your transition into financial consultancy, you will learn to build and manage client relationships while developing the foundations of your own advisory practice.
What you'll do
You will
- Prospecting and engaging potential clients
- Conducting client appointments and understanding financial needs
- Recommending suitable financial solutions based on client goals
- Building and managing long-term client relationships
- Staying current on products and market developments while providing timely, professional follow-up
- What’s offered
- Direct 1-to-1 mentorship
Learn from Dato’ Daniel Yow, IBF Fellow, with extensive experience developing districts and managers, and Wind Wong, CFP®, an active practitioner with current market and advisory experience.
- Structured onboarding and licensing support
- Receive guidance as you build the foundations required for financial consultancy.
- Flexible and hybrid working arrangements
- Enjoy greater autonomy in managing your schedule, appointments and professional responsibilities.
- Lead-generation and work automation systems
- Access structured support and tools to help develop opportunities and build your client base.
- Proven development framework
- Gain exposure to systems and practices that have supported SP-DYG in developing MDRT and Centurion qualifiers across consecutive years.