Financial Planner - (Basic fr 3k to 8k/month + Incentive + Comm + Monthly Bonus)

apartmentSimplyWealth Pte ltd placeDowntown Core scheduleFull-time calendar_month 
Job Highlights
  • 1-on-1 personalized mentorship and career development
  • Work with a vibrant, growing, and supportive team
  • Leads and Clients base will be provided
  • Basic pay from $3,000 to $8,000/month (excluding commissions, bonuses, and incentive trips)
  • Flexible work arrangements with good work-life balance
Roles & Responsibilities
  • Manage and analyze clients’ financial portfolios
  • Advise on wealth accumulation, retirement, and cash flow planning (DPMS strategies)
  • Recommend suitable solutions including unit trusts, ETFs, structured notes, insurance & retirement plans based on client needs
  • Support clients in achieving their personal and financial goals
Benefits & Perks
  • Work-Life Balance: Flexible hours and work-from-home benefits
  • Financial Rewards: Attractive commissions, annual bonuses, overseas incentive trips*
  • Training & Mentorship: 1-on-1 guidance, regular training (ETFs, structured notes, financial planning)
  • Establishment Allowance: Up to 24 months for successful candidates*
  • Career Growth: Clear progression path with leadership opportunities
  • Comprehensive Benefits: Full medical and dental coverage, modern office in prime location
  • Team Culture: Supportive, social, and collaborative environment with regular team events
Requirements
  • Minimum diploma qualification in any field (degree preferred)
  • Strong communication and interpersonal skills
  • Self-motivated with a growth mindset
  • Fresh graduates are welcome; training will be provided
  • Learn more: simplywealthsg.com

Terms & Conditions apply. Candidates must meet qualifying criteria to access certain benefits. Commissions and incentives are performance-based.

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