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.