Financial Planner - (Basic fr 3k to 8k/month + Incentive + Comm + Monthly Bonus)
SimplyWealth Pte ltd
Posted 1 day ago
About the role
As a Financial Consultant at Simply Wealth, you will manage and analyse clients' financial portfolios with a holistic approach, providing personalised advice on wealth accumulation, retirement planning, and cash flow strategies. You will recommend suitable solutions across unit trusts, ETFs, structured notes, insurance, and retirement plans tailored to each client's unique needs and goals, while building long-term relationships and supporting clients through every stage of their financial journey.
Key responsibilities
Manage and analyse clients' financial portfolios with a holistic approach
Advise on wealth accumulation, retirement planning, and cash flow strategies (including DPMS)
Recommend suitable solutions across unit trusts, ETFs, structured notes, insurance, and retirement plans tailored to each client's unique needs and goals
Build long-term relationships and support clients through every stage of their financial journey
About you
Minimum diploma in any discipline (degree preferred)
Strong communication and interpersonal skills
Self-motivated, goal-oriented, and eager to grow
Career switchers and experienced advisers are equally encouraged to apply
Benefits
1-on-1 personalised mentorship and dedicated career development
Leads and client base provided
Establishment Allowance: Up to 24 months of support for qualifying candidates
Training & Mentorship: Structured 1-on-1 guidance and regular training covering ETFs, structured notes, and comprehensive financial planning
Career Progression: A clear and defined path from consultant to leadership roles
Flexibility: Hybrid work arrangements and flexible hours
Full medical and dental coverage
Modern office in a prime location with a social and collaborative team culture including regular team events
Commissions, bonuses, and overseas incentive trips
About us
At Simply Wealth, we believe great financial advisers are built — not just hired. We offer the structure, support, and opportunities to help you thrive, with a vibrant, growing, and supportive team culture.
About SimplyWealth Pte ltd
This company does not have any further information provided at this time. We encourage you to research the company by searching for them to learn more about the company or role in question before applying.