Financial Advisor

1 week ago

Newton, Singapore Phare Venture Full time

**Work-life balance, essential financial knowledge, attractive remunerations**

This role offers flexible work arrangement, equipping you with essential knowledge on financial planning, along with attractive remunerations. Fret not, training & mentorship will be provided. Connect with us and explore a fulfilling career in financial advisory.

Mid-career switch & Fresh Graduates are welcomed too

**A day in the life of our Financial Advisor**:

- **Client Networking**: Establish and grow a strong client base through networking & prospecting.
- **Financial Strategy Development**: Understanding your clients’ financial situations & goals to devise strategies that cater to their needs.
- **Insurance and Financial Advisory**: Provide a holistic approach on insurance and financial planning in areas such as retirement, education, and investments supported by our comprehensive product suite.
- **Financial Analysis**: Prepare and present financial summaries, investment reports, and income projections for clients.
- **Client Relationship Management**: Build strong relationships through regular reviews to adapt clients’ financial plans to life changes.

**Benefits & Rewards**:

- **Tailored Training**: Gain essential CMFAS certifications and skills through structured courses, with mentoring from dedicated managers.
- **Attractive Rewards**: Embrace our 'work hard, play hard' work ethos, with incentives for top performers.
- **Attractive Income Structure**: Earn attractive income through a multi-layered incentive system, including commissions, performance incentives, annual bonuses, and exclusive incentive trips.
- **Flexible Working Hours**:Suitable for students.
- **Mentorship from Success Stories**: Guided by mentors who began their successful careers as students, including one who earned S$90K/month during their days at NUS.

**Qualifications**:

- Minimum Polytechnic Diploma, GCE 'A' level Certification or Degree in any field.
- Result-oriented & highly-motivated.
- Strong interpersonal skills with a strong passion to serve.

**Salary**: $2,500.00 - $4,500.00 per month

**Benefits**:

- Flexible schedule

Supplemental pay types:

- Commission pay

**Education**:

- GCE 'A' Level or equivalent (required)

Work Location: In person

  • Financial Advisor

    7 days ago

    Newton, Singapore Cornerstone Advisory Pte Ltd Full time

    Job Title: Financial Advisor/Estate Planner/Wealth Manager **Requirements**: Local Diploma/A Levels/Bachlors Degree in any Field Keen to learn, have a positive growth mindset, willing to put in the work Can work independently without much supervision **Job Description**: - Financial planning and wealth management - Client servicing - Will writing -...

  • Financial Advisor

    2 weeks ago

    Newton, Singapore Phare Venture Full time

    **Work-life balance, essential financial knowledge, attractive remunerations** This role offers flexible work arrangement, equipping you with essential knowledge on financial planning, along with attractive remunerations. Fret not, training & mentorship will be provided. Connect with us and explore a fulfilling career in financial advisory. **A day in the...

  • Financial Advisor

    5 days ago

    Newton, Singapore Phare Venture Full time

    **Work-life balance, essential financial knowledge, attractive remuneration** This role offers flexible work arrangement, equipping you with essential knowledge on financial planning, along with attractive remuneration. Fret not, training and mentorship will be provided. Connect with us and explore a fulfilling career in financial advisory. Fresh graduates...

  • Sales Advisor

    1 week ago

    Newton, Singapore Prudential Assurance Company Eminence Group Full time

    Sales Advisors Feeling tired of your current job? Currently studying and hoping to earn extra income? Need to provide a strong financial security for your loved ones? Look no further, this role may be just what you need. We are currently looking for potential advisors to join our growing team. Job Duties: - Prospecting of clients - Assessing client's...

  • Financial Advisor

    5 days ago

    Newton, Singapore RK Associates Full time

    **RK Associates** is a premier insurance agency based in Singapore, founded in 2003. With a strong focus on personal financial planning and strategies, we specialize in providing customized solutions to meet the unique needs of our clients. Our team of experts is dedicated to helping individuals and businesses achieve their financial goals through...

  • Financial Analyst

    5 days ago

    Newton, Singapore WealthAsia Full time

    As a Wealth Management Associate at WealthAsia, you will play a crucial role in assisting our clients in achieving their financial goals and securing their financial futures. Working closely with our team of seasoned professionals, you will provide personalized wealth management advice and solutions tailored to meet the unique needs of each...

  • Mortgage Sales Advisor

    2 weeks ago

    Newton, Singapore Wealth Asia LLP Full time

    **Job Summary**: The Mortgage Sales Advisor guides clients through the home loan process, from initial consultation to closing. This role involves building relationships, assessing financial needs, educating clients on mortgage products, and ensuring a smooth, compliant experience while meeting sales targets. Strong communication, financial knowledge, and...

  • Flexi & Chill Advisor Job Students Welcome!

    2 weeks ago

    Newton, Singapore Ryan Koh & Associates Full time

    NO experience required! & possible to work with friends! _ Do you love money, are a people-person and want the freedom to manage your own time? Then this job is for you! Join our dynamic and fun team as a Financial Adviser (MORE SO LIKE A COUNSELLOR FOR $$$) who guides individuals, families, and businesses toward achieving their financial dreams. Learn how...

  • Wealth Managers

    2 weeks ago

    Newton, Singapore Wealth Asia LLP Full time

    Work closely with the Wealth Executive Director and his team of seasoned professionals, you will provide personalized wealth management advice, planning and solutions tailored to meet the unique needs of each client.Responsibilities:Conduct comprehensive financial assessments for clients to understand their current financial situation, goals, and risk...

  • Relationship Manager

    1 day ago

    Newton, Singapore WealthAsia Full time

    As a Wealth Relationship Manager at WealthAsia, you will play a crucial role in assisting our clients in achieving their wealth and financial goals, and securing their financial futures. Working closely with our team of seasoned professionals, you will provide personalized wealth management advice and solutions tailored to meet the unique needs of each...