Careers in Financial Planning

1 week ago


Singapore beBeeFinancial Full time $40,000 - $80,000

Key Role: Financial Consultant

Elevate Your Career and Redefine Financial Freedom

  • We are seeking a highly motivated individual to join our team as a Financial Consultant. In this role, you will have the opportunity to make a significant impact in the lives of our clients by helping them achieve their financial goals.
About the Role:

This is an exciting opportunity for someone who is passionate about finance and wants to build a rewarding career. As a Financial Consultant, you will work closely with clients to understand their financial needs and provide personalized advice to help them achieve their objectives.

You will be responsible for developing tailored financial strategies that help clients build and manage their wealth. This will involve analyzing client data, identifying opportunities, and providing recommendations to improve their financial situation.

In addition to your technical skills, you will also need to possess excellent communication and interpersonal skills. You will be working with clients from diverse backgrounds, so it's essential that you can communicate complex financial concepts in a clear and concise manner.

Requirements:
  • Min. 21 years or older
  • Local Polytechnic Diploma, GCE A-Level and above
What We Offer:

We offer a comprehensive training program to help you attain Chartered Financial Consultant (ChFC) or Certified Financial Planner (CFP) qualifications. Our training program includes hands-on experience, mentoring, and ongoing support to ensure you succeed in your role.

We also offer performance bonuses and incentive trips to recognize your contributions to your clients and the industry. Our flexible working hours and access to mentorship provide opportunities for career progression and growth.



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