Career Opportunities in Financial Planning

2 weeks ago


Singapore beBeeWealth Remote Work Freelance Full time $30,000 - $60,000
Wealth Planning Career Opportunity

Help clients achieve their financial goals and contribute to their well-being as a wealth planner.

This role involves conducting comprehensive financial needs analysis, building long-term relationships with clients, and utilizing digital tools to engage them. You will also have the opportunity to complete CMFAS licensing exams sponsored by your employer and participate in training and team activities.

Key Responsibilities:
  • Conduct thorough financial needs analysis in insurance, investments, and retirement planning
  • Establish and maintain strong client relationships
  • Utilize digital tools to engage clients effectively
  • Complete CMFAS licensing exams
  • Participate in training and team activities
Requirements:
  • A local polytechnic diploma or degree is required; prior experience is not necessary as training will be provided
Compensation and Benefits

You can expect a competitive 100% commission-based earnings structure, with top performers potentially earning over $100,000 in the first year. Additionally, you will have opportunities for growth and professional development within a structured mentorship program.

With a flexible schedule and potential for high earnings, this role offers a great work-life balance and entrepreneurial success. You will have the freedom to build your own business within a supportive framework.



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