Wealth Management Specialist

CO Wealth Advisory

Wealth Management Specialist

CO Wealth Advisory


Job Nature: Permanent

Position Level: Entry Level, Experienced

Job Category: Consulting , Gen Insurance/Underwriting/Claims, Insurance Agents/Brokers, Corporate Services

Qualification: Bachelor's / Honours

Salary: Login to view


Are you looking for an opportunity to grow your own business? If yes, this is the opportunity for you!

We are looking for someone resourceful, driven and motivated to grow in our company! 

In CO- Wealth Advisory, we will be able to groom you to succeed in your career as long as you have the drive.


Job Scope: 

- Creating solutions to enhance your client's financial portfolio

- Business Advisory 

- Investment

- Financial, Assets and Mortgage Planning 

- Tax and Retirement planning  

- Sourcing and networking with the high net worth clients 

 

Requirements:

- Minimum Local Diploma Holder in any faculty (Business Preferred)

- Looking for someone with a hunger to succeed in life  

- Qualities: Outgoing, Sporty, Independent and Motivated

 

Perks and Remuneration

- Up to $3000- $6000 per month 

- Annual conferences and overseas trips 

- Good welfare and mentorship from the directors

 

We are a family oriented company that is willing to guide and future you. 

Come onboard with us to unleash your unlimited income potential that is greatly sought after.

Company Overview

CO Wealth Advisory Group is a Premier Wealth Specialist Management Company with high volume of affluent and High Net Worth Client Base. With the progression of upbeat market trends, we ensure we stay focussed on the race to the top. With stronghold on the market, we are consistently expanding and keeping up with our footsteps and expanding our influence. Over here at CO Wealth Advisory, we hone and develop sales professionals into successful individuals who are masters of their life. Through our grooming, professionals will exude distinctive X-Factor and strong Leadership, Influence and Passion that are major contributing factors to the beautiful results in their Life Report Card. Be part of our dynamic team and create a different life journey that will change your life!
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