Financial Services Consultant

4 days ago


Downtown Core Central Community Development Council, Singapore Summit Planners Xchange Full time $60,000 - $120,000 per year

Company Description

Summit Planners Xchange is a team of professional financial services consultants with diverse experience across various industries. We believe in proactive financial planning to prepare for change. Our team provides in-depth advice and comprehensive solutions to our clients. Specialise in investment, Estate Planning through Will And Trust planning.

We aim to offer informative and inspiring content, latest updates, and opportunities to engage with our team.

Role Description

This is a full-time hybrid Financial Services Consultant role based in Downtown Core, with some work from home flexibility. The consultant will provide financial advice, develop and implement financial plans, analyze client data, and offer tailored financial solutions. Daily tasks include client consultations, financial report preparation, market analysis, and continuous communication with clients to ensure financial goals are met.

Looking for interested partnership with the following candidates

  • Existing Practioners exploring growth in a new environment

  • Practioners looking for value added services for their clients through Will and Trust planning

  • Mid career change executive looking for a purpose in their career in this industry

  • Fresh graduates embarking into entrepreneurship in the financial arena

Criteria:

Able to blend into a team culture of knowledge sharing, commitment to both personal and team growth

Foster a cohesive and united team

Empower to strive both individuals and team success

Combine talents n dedication to deliver exceptional results for clients and the team


  • Financial Advisor

    4 days ago


    North West Community Development Council, Singapore Infinity Financial Advisory Full time $60,000 - $120,000 per year

    Company DescriptionInfinity Financial Advisory is committed to building an integrated ecosystem that offers a full suite of advisory-support capabilities. Our vision is defined by limitless boundaries and absolute impact, aiming to support our consultants throughout their careers. Reach out to learn more about our mission and opportunities at or visit Role...


  • Central Region, Singapore Manulife Financial Advisers Full time $60,000 - $120,000 per year

    Unlock Your Potential with Manulife Financial Advisers - Dunn & PartnersAre you ready to ignite your career in the financial planning industry and make a real impact? Join our elite team at Manulife Financial Advisers - Dunn & Partners and embark on a journey where your passion for finance meets purpose.Why Us?• Empower Lives: Become a Financial Consultant...


  • Central Region, Singapore Strategic Partners Financial Services Pte. Ltd. Full time $5,000 per year

    Company HighlightsWe believe in mutual respect, support and sharing of the fruits of our labour.We focus on developing and enhancing each team member's strengths for entrepreneurship, creativity and productivity. We enable each and every one of our team members to discover what drives him or her, to chart their success by leveraging on the business model...


  • Downtown Core, Singapore Manulife Full time

    **Unlock Your Potential with Manulife Financial Advisers - Dunn & Partners** Are you ready to ignite your career in the financial planning industry and make a real impact? Join our elite team at Manulife Financial Advisers - Dunn & Partners and embark on a journey where your passion for finance meets purpose. **Why Us?** - Empower Lives: Become a Financial...


  • Downtown Core, Singapore Credence Full time

    Tired of staring at the screen all day, waiting for work to end? If you enjoy meeting new individuals and embrace challenges as part of the learning process, join us as a **Financial Consultant!** We are looking for _**Customer-centric individuals**_ who are _**inspired to empower**_ through financial planning Job Description: - Assess and manage...


  • Downtown Core, Singapore Elios Wealth Management (IAFA) Full time

    **Grow Your Impact, Shape Your Career** **About Us** At Elios Wealth Management, we empower Singapore's emerging affluent to build sustainable wealth through purpose-driven financial planning. Backed by proven mentorship and a structured development roadmap, we’re here to help you succeed — whether you’re new to financial planning or ready to...


  • Downtown Core, Singapore Great Eastern Life Assurance Co Ltd Full time

    We are looking for individuals who are committed to pursue a rewarding career as a Financial Consultant. If you are motivated, hardworking, sociable and approachable, you are the one we are looking for Roles and Responsibilities: Analyse and manage client's financial portfolios (Eg: income, expenses and liabilities) Answering all financial related queries...


  • Downtown Core, Singapore PHARE VENTURE Full time $30,000 - $60,000 per year

    Flexi Work Arrangements, Essential Financial Knowledge, Attractive RemunerationWe believe in providing a holistic approach in service to our clients, ensuring their needs are met and satisfied in our care. And we believe that it starts with usJoin our team as a Financial Advisor and enjoy a flexible work setting, comprehensive training, support structure,...

  • Financial Advisor

    2 weeks ago


    Downtown Core, Singapore THEOGONY SERVICES PTE. LTD. Full time

    **Networking Event for Aspiring Financial Consultant** Are you intrigued by the world of finance but hesitant to take the leap into a career as a financial consultant? Join us at our exclusive networking event designed specifically for individuals like you! At this event, you'll have the opportunity to: - Connect with experienced financial consultants who...

  • Financial Advisor

    7 days ago


    Downtown Core, Singapore THEOGONY SERVICES PTE. LTD. Full time

    **Networking Event for Aspiring Financial Consultant** Are you intrigued by the world of finance but hesitant to take the leap into a career as a financial consultant? Join us at our exclusive networking event designed specifically for individuals like you! At this event, you'll have the opportunity to: - Connect with experienced financial consultants who...