Certified Financial Planner
2 weeks ago
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 Individual /families
Collaborate with Experts – Work alongside professionals
Stay Ahead – Research market trends to optimize plans
Why Join Us?
Autonomy – Lead client relationships without sales pressure
Growth – 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 haveSales
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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