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Business Meeting


We’re looking for energetic and passionate individuals with entrepreneurs spirit who embrace new challenges and love to make positive impacts to the community! 

• Assess the financial needs of individuals 
• Recommend investments to match the clients’ goals
• Help clients plan for their short and long-term financial goals
• Advise clients on investments, taxes, estate planning, college savings accounts, insurance, mortgages, and retirement

• Bachelor’s or Higher Degree 
• 24-35 years old
• Minimum 1-2 years working experience, in financial field is a plus
• Possesses good interpersonal, communication, and listening skills
• Capability to explain complex information simply and clearly
• Ability to work and establish relationships with clients

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