
Financial Consultant/ Wealth Planner
17 hours ago
Start Your Career in Wealth Management with Us
Are you passionate about personal finance and looking to build a meaningful career helping others achieve their life goals?
We are expanding our dynamic team of Financial Consultants and Wealth Planners. We're looking for motivated individuals who are keen to develop a professional career in financial advisory — no prior experience needed If you're driven, coachable, and people-oriented, we'll equip you with the tools and training to succeed.
Why Join Us?
At our company, we don't just sell products — we build lifelong relationships and make a real difference in our clients' lives. Whether you're exploring a new career path or just graduated, this is a unique opportunity to step into the financial services world with support, structure, and purpose.
Key Responsibilities
- Learn how to assess clients' financial needs, goals, and risk profiles
- Prepare comprehensive financial plans tailored to each client.
- Educate clients on different financial products and options, helping them make informed decisions.
- Monitor clients' portfolios / financial plans periodically; adjust plans in response to life changes and market movements.
- Build meaningful, long-term relationships with clients and develop your own client base through referrals, networking, and marketing support
- Stay up to date with financial products, industry trends, and regulations
Qualifications
- No prior experience required
- Minimum A Levels/ Diploma in any field: Undergrads, fresh grads or individuals looking to switch careers are welcome to apply.
- Motivated, willingness to learn, and goal oriented.
What We Offer
- Attend our free career sharing session with experienced professionals and receive a complimentary individual personality profiling test designed to help you discover the type of job best aligned to your strengths. As a token of appreciation, participants will also receive a $30 gift voucher
- Competitive Remuneration: Base Salary Allowance + Commission / Incentives + Performance Bonus + Passive Income Stream. (From an average of $5k per month and upwards)
- Structured Training, Sponsored Professional Certifications, Continuous Development and a Supportive Coaching/ Mentorship Program.
- Fast track Career Advancement Opportunities – Promotions to Specialist, Manager, Director based on performance.
- Flexible Working Hours – Manage your own time and grow your career at your own pace
- Still studying? Students may work while you study to gain an attractive salary even before graduation
Ready to Begin?
Apply now with your resume if you're passionate about helping people achieve their financial goals
Click apply now or drop your resume here at We can't wait to hear from you.
Our company is an equal opportunity employer. Only shortlisted candidates will be notified.
Build your future while helping others secure theirs.
Job Types: Full-time, Part-time, Permanent, Internship, Fresh graduate, Freelance, Student job
Pay: From $5,000.00 per month
Expected hours: 1 – 8 per week
Benefits:
- Flexible schedule
- Professional development
- Work from home
Work Location: Hybrid remote in Outram
-
Financial Consultant/ Wealth Planner
3 days ago
Outram, Singapore Finance FD Full time**Start Your Career in Wealth Management with Us!** Are you passionate about personal finance and looking to build a meaningful career helping others achieve their life goals? We are expanding our dynamic team of Financial Consultants and Wealth Planners. We’re looking for motivated individuals who are keen to develop a professional career in financial...
-
Financial Services Consultant
2 weeks ago
Outram, Singapore Agnes Ng & Associates, Singapore Full timeYou will be responsible for providing financial advisory and consulting services to individual and corporate clients, analyzing financial data, and communicating complex financial information effectively and exceeding their service expectations. Financial Services Consultants are also to maintain a strong rapport, grow and strengthen relationship with...
-
Wealth Manager
7 days ago
Outram, Singapore professional investment advisory services Full timeThis is a full-time hybrid role as a Financial Services Consultant at PIAS, based in Singapore with some work from home flexibility. The Financial Services Consultant will be responsible for providing financial advisory services, consulting with clients on investment opportunities, and recommending insurance solutions. The role involves analysing financial...
-
Associate - Wealth Strategy and Management
2 weeks ago
Outram, Singapore Agrace Pte Ltd. Full timeAssociate - Wealth Strategy and Management (University Undergraduates) Are you an ambitious university undergraduate eager to gain experience in the financial sector while enjoying time flexibility around your studies? Join us as an Associate - Wealth Strategy and Management, where you’ll work with clients to develop tailored strategies for wealth growth...
-
Wealth Planning Manager
11 hours ago
Outram, Singapore U3 InfoTech Pte Ltd Full time**Exciting Career Opportunity in Financial Planning** Are you looking to build a career in wealth management? Whether you're an experienced professional or new to the industry, we offer the training and support to help you succeed. **Who We’re Looking For** - Bachelor’s degree or diploma from a recognized institution - Strong communication skills and a...
-
Presales Consultant
7 days ago
Outram, Singapore InvestCloud Full time**Key Responsibilities** - Collaborate with the Global PreSales Director and local market Sales team to develop new customer business - Support presales activities including responding to RFP/RFI’s and work closely with product teams to design propositions that position our products - Partner with Project and Product stakeholders to identify and specify...
-
Wealth Manager
2 weeks ago
Outram, Singapore Affinity Channel Full timeIf you are a people person and have the hunger to succeed, we want you! Our ever-growing team is on the lookout for vibrant & motivated individuals who possess great communication and problem-solving skills to provide corporate finance advisory and strategic solutions for our clients. As a Wealth Manager, your job is to offer comprehensive and holistic...
-
Financial Advisor
1 week ago
Outram, Singapore Singlife with Aviva Full timeWe are seeking motivated individuals with a strong interest in the financial industry to join our team as Financial Advisors (Intern). As an Intern, you will undergo comprehensive training and mentorship programs to develop the knowledge and skills necessary to provide financial guidance and investment advice to clients. This is an excellent opportunity to...
-
Relationship Consultant
3 days ago
Outram, Singapore SINGAPORE LIFE LTD. Full time**Are you...?** - **fresh graduate that is looking to kickstart an awesome career**: - **mid career individuals struggling with progression, income or mundane work**: - **in the sector that is facing uncertainty this period**: - **or you simply wanted to challenge yourself to a rewarding and fulfilling career** If this is you, we sincerely invite you to...
-
Sales Consultant
2 weeks ago
Outram, Singapore Advisors Clique Collective Full time $72,000 - $96,000 per yearAdvisors Clique Collective is hiring a Full time Sales Consultant role in Outram, Singapore. Apply now to be part of our team.Job summary:Flexible hours available No experience required for this role Working rights required for this role Expected salary: $8,000 - $15,000 per month This role is an urgent hire Financial Consultant – Fast-Track Career in...