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Join us

Build your financial business, founded on true ownership

“If you want to succeed you should strike out on new paths, rather than travel the worn paths of accepted success.” — John D. Rockefeller

Expand in the Asia Pacific

Proven systems, built for growth

As one of the world’s largest financial services providers, Money Concepts (Asia) Holdings Limited has created proven business systems that carry a guaranteed path to success if followed entirely. With Money Concepts you will have the building blocks to grow your business at a faster rate and on a more viable basis — therefore less stress, with greater personal and professional satisfaction.

If you want to create your own financial business and form your own team, please contact us to discuss cooperation opportunities. We also welcome companies looking for an excellent financial advisory partner.

The reason Money Concepts (Asia) Holdings Limited maintains its position in the global financial services industry is a team of passionate and dedicated employees. We provide excellent welfare and career development in recognition of their commitment and performance.

Interested in joining our team? Email your resume to hr@moneyconceptsasia.com

Financial advisers collaborating in a Hong Kong office

What you get

Four foundations of a Money Concepts partnership

Autonomy

Autonomy allows you to follow your own path and build your own financial management company — but you won’t be alone. Choose from thousands of non-proprietary financial products that best suit your customers, advisers and convictions, and set your own work-life balance.

Regional Development

Develop your own region of financial services. Maintain and expand your company and region to a size that meets your needs and goals, and add multiple financial service regions corresponding to your vision and ambitions.

Leadership

You will lead a team of financial advisers and provide strong leadership to help them succeed. You can further sub-franchise within your area and partner with professional bodies such as banks, CPAs and financial advisers.

Supporting, Training, Mentoring

We provide a platform to build your new financial management company, the training and tools to grow your team, successful turnkey business systems and software, and ongoing mentoring for you as a leader in your area.

Unique turnkey business system

Sales, marketing and technology support

Money Concepts will treat you and your practice with the individual care and respect you deserve — with the systems to back it up.

  • Financial planning software that is easy to use and client-ready
  • Sales and marketing support materials for your region
  • Proven turnkey business systems that simplify daily routines
  • Access to a global network of more than 700 planning centres
  • Professional certification pathways via Money Concepts University
  • Compliance and operational guidance from experienced principals

Discuss a partnership

Tell us about your practice or ambitions and our regional development team will be in touch.

Contact our team