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.