Financial Planner Opportunities for CFP Holders or Aspiring Candidates (Full-time and Part-time)
IDR5,000,000 - 8,000,000/Month
Business Development & Sales
Full-Time · On-site
1 - 3 years of experience
Posted 23 days agoUpdated 2 days ago
Job Requirements
On-site
1 - 3 years of experience
Minimum Bachelor’s Degree
This job post is managed by
Hartono Kurniawan
Online yesterday
Skills
Job description for Financial Planner Opportunities for CFP Holders or Aspiring Candidates (Full-time and Part-time) at Rencana Bijak
Responsibilities:
Your main responsibilities will include enhancing financial literacy, advising clients on financial foundation strategies, creating customized financial plans, and assisting clients with insurance and investment products as solutions to enhance financial inclusion.
Benefits of joining our community include:
- Intensive training to develop your soft and technical skills in personal financial planning and other relevant areas.
- Joining a supportive community for mutual growth and learning in our four core areas: Psychology, Finance, Leadership, and Sales.
- Unlimited opportunities for personal development.
- One-on-one mentorship and on-the-job training from experienced financial planners.
- Achieving work-life balance with the ability to work from anywhere.
- For those who haven't obtained certification, our community will lead you to a scholarship certification as an Associate Wealth Planner (AWP), Registered Financial Planner (RFP), and eventually a Certified Financial Planner (CFP). For those who already hold certification, we will provide cash benefits once you fulfill the criteria.
To qualify for this opportunity:
We require a minimum of a bachelor's degree and a genuine passion for personal financial planning or wealth management. Additionally, we value a strong desire to serve others, excellent analytical and problem-solving abilities, as well as effective communication and interpersonal skills. A determined attitude towards learning and growth is a must. While prior sales or customer service experience is a bonus, recent graduates are encouraged to apply. You can choose between full-time or part-time positions, subject to specific conditions.
If you are motivated and driven to succeed, we encourage you to apply for this exciting opportunity!
About the company
Welcome to Rencana Bijak, a Family Financial Planner Community dedicated to enhancing Financial Literacy and Inclusion throughout Indonesia. At Rencana Bijak, we believe that every family deserves access to wise and ethical financial planning.Our vision is to create positive change in Financial Literacy and Inclusion for every member of the Indonesian family. We are committed to addressing the root causes of the sandwich generation pattern through a holistic approach, providing valuable resources, and offering support from our community consisting of financial professionals who adhere to global CFP ethical standards, culturally certified MDRT members, and individuals experienced in financial planning practice.
Office address
GPS United Workspace, APL Tower 36th Floor Unit T5, Jalan Letjen S. Parman Kav 28, RT.9, 5, RT.3/RW.5, North Tanjung Duren, Grogol Petamburan, West Jakarta City, Jakarta 11470Glints Safety Tips
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