Certified Financial Planner

3 weeks ago


Singapore MAGELLAN OPENSPACE PTE. LTD. Full time
Roles & Responsibilities

Job Description:

About the Role:

Join Magellan & Co. as a Financial Planner where you'll craft personalized wealth blueprints for clients—not just sell products. Ideal for detail-oriented professionals who love solving complex financial puzzles.

Key Responsibilities:

Analyze & Plan – Develop comprehensive strategies (retirement, tax, estate planning)

Client-Centric Approach – Build 10–15 year roadmaps for HNWIs/families

Collaborate with Experts – Work alongside tax/legal professionals

Stay Ahead – Research market trends to optimize plans

Why Join Us?

Autonomy – Lead client relationships without sales pressure

Growth – Sponsorship for CFP/ChFC certifications

Impact – See your plans protect generations (e.g., funded educations, secured retirements)

Who We Want:

No experience? No problem – This is your gateway into finance

Min. GCE 'A' Level/Diploma

Driven by growth – You wake up excited to learn something new

See challenges as opportunities – "I don't know yet" is your favorite phrase

Team player – You thrive when others succeed too

We especially love people who:

  • Get energy from helping others win
  • Believe financial freedom is for everyone (including you)
  • Want to turn "everyday learning" into lifelong earning

If you're nodding yes…

We'll teach you the rest

Apply Now to transition from advisor to trusted strategist

(Only shortlisted candidates will be contacted.)

Tell employers what skills you have

Sales
Microsoft PowerPoint
Microsoft Office
Microsoft Excel
Autonomy
Financial Planning
Wealth
Planner
Insurance Sales
Insurance Claims
Life Insurance
Financial Analysis
Budgeting
Team Player
Health Insurance
Insurance policy
Retirement
Insurance
Corporate Finance
Life insurances

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