Financial Planning Consultants
Financial Planning Consultant
Turn Financial Goals Into a Clearer Plan for Tomorrow.
Finance isn't just about numbers. It's about the plans behind them.
We're looking for motivated individuals who enjoy working with people and want to develop a career in financial planning and client advisory.
As a Financial Planning Consultant, you'll work with clients to understand their financial priorities, identify potential gaps, and develop suitable strategies around their short- and long-term goals.
Your Role
- Meet clients to understand their financial goals and priorities
- Conduct financial needs analysis and identify potential gaps
- Develop personalised financial planning strategies
- Discuss areas such as protection, savings, investments and retirement planning
- Review clients' existing financial plans and recommend adjustments where appropriate
- Build and maintain long-term client relationships
- Stay updated on financial products, market developments and industry knowledge
- Develop your professional network and client base
- Work alongside experienced mentors to strengthen your advisory skills
Why This Career?
- Structured Training — Build your financial knowledge from the ground up
- Hands-On Experience — Gain practical exposure through real client interactions
- Mentorship — Learn from experienced professionals throughout your development
- Flexible Work Structure — Greater autonomy in managing your schedule
- Performance-Based Rewards — Recognition and incentives based on your achievements
- Career Progression — Opportunities to progress into senior advisory and leadership roles
- Continuous Learning — Develop valuable skills in finance, communication, negotiation and business
Who We're Looking For
- Singapore Citizens / PRs
- Diploma or Degree holders
- Fresh graduates and career switchers are welcome
- Strong communication and interpersonal skills
- Comfortable meeting and speaking with people
- Curious about finance and personal wealth
- Self-driven and willing to learn
- Able to work independently while collaborating with a team
- No prior financial planning experience required
What You'll Develop
- Financial planning knowledge
- Client advisory skills
- Communication and presentation skills
- Relationship management
- Business development capabilities
- Negotiation and problem-solving skills
- Leadership and entrepreneurial skills
Your Clients Have Goals. Help Them Build the Plan.
If you're looking for a career where you can work with people, develop professionally, and build expertise that grows with you , we'd love to meet you.
Apply now to explore the opportunity.