Opportunities @finergy

Talent Connection

finergy advisory provides a platform for talent to stay connected by meeting their professional objectives, advancing their careers, and establishing an appropriate balance between their work and personal lives. We look for individuals who can contribute to the strength of our business, help our clients achieve success, demonstrate strong people skills, and accept accountability for their own growth and development. Read on to explore your opportunities with us:

GenerationNEXT a.k.a GenNEXT

finergy advisory connects emerging professionals with companies, helping Gen Y to find meaningful work. Finergy advisory is evaluated on professional development opportunities, benefits, environment, company reputation and culture, perks offered and the enthusiasm of company leadership and Gen Y wealth planners.


“I witnessed my own transformation in this industry.
I would like to PAY IT FORWARD by grooming, building the dynamic and talented young generation into a new era with finergy!”

- Karen Ong, Founder & Managing Director of finergy advisory


Wealth Planner Recruitment


You are talented, driven and new to the industry. We can work with that. We know new advisors and future leaders are important to our ongoing success; that is why we have developed the Leadership Recruitment Program to help you gain the technical advisor and sales skills needed for a rewarding, successful career as an advisor with finergy advisory. Ideal candidates are disciplined, self-motivated professionals who have a genuine desire to help investors achieve success while realizing their own. This program is just one way we show our commitment to our advisors. But it does not stop there. Throughout your career, you will receive ongoing support as your practice grows. It’s the only way you, in turn, can provide the best possible service to help your clients reach their financial goals.

Once accepted into the Advisor Mastery Program, you'll:
  • Gain broad knowledge of all aspects of financial planning
  • Prepare and test for CEILI, and PCEinsurance licenses
  • Have an opportunity to specialize by learning more about investment, wealth, retirement and legacy planning
  • Receive a practical education on client acquisition, the advisory process and practice management
  • Proven success system and extensive training program

For students who are completing college and interested in becoming a full time Wealth Planner, contact us at This email address is being protected from spambots. You need JavaScript enabled to view it. to learn more about our Career Development Program.


Rising Beyond Limitations