Financial Consultant/ Wealth Planner
2 weeks 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
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