Certified Financial Planner

2 days ago


Singapore MAGELLAN OPENSPACE PTE. LTD. Full time

About the Role: Join **Magellan & Co.**as a **Financial Planner**where you’ll craft _personalized wealth blueprints _for clients—not just sell products. Ideal for detail-oriented professionals who love solving complex financial puzzles. Key Responsibilities: **Analyze & Plan**- Develop comprehensive strategies (retirement, tax, estate planning) **Client-Centric Approach**- Build 10-15 year roadmaps for HNWIs/families **Collaborate with Experts**- Work alongside tax/legal professionals **Stay Ahead**- Research market trends to optimize plans Why Join Us? **Autonomy**- Lead client relationships without sales pressure **Growth**- Sponsorship for CFP/ChFC certifications **Impact**- See your plans protect generations (e.g., funded educations, secured retirements) Who We Want: ✔️ **No experience? No problem**- This is your gateway into finance ✔️ **Min. GCE 'A' Level/Diploma** ✔️ **Driven by growth**- You wake up excited to learn something new ✔️ **See challenges as opportunities**- "I don’t know yet" is your favorite phrase ✔️ **Team player**- You thrive when others succeed too We especially love people who: - Get energy from helping others win - Believe financial freedom is for everyone (including you) - Want to turn "everyday learning" into lifelong earning **If you’re nodding yes** We’ll teach you the rest


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