MyCareersFuture Hiring! Full Time Financial Planning Consultant in , Earn up to SGD 6,000 - Ricebowl

Work closely with individuals and families to understand their financial priorities and support them in areas such as wealth accumulation, financial protection, and long-term planning.

You will receive professional training and mentorship while gaining practical experience in client engagement, financial reviews, and relationship management. The role provides a pathway to develop your capabilities within the financial advisory industry.

Fresh graduates are welcome to apply.

We Provide:

Training support for 4 basic certifications and relevant financial advisory qualifications
Coaching from experienced managers and industry professionals
Exposure to client planning and financial review discussions
Joint-fieldwork opportunities for practical learning
Mentorship and guidance throughout your development
A collaborative environment with work-life balance

Key Responsibilities:

Meet with prospective and existing clients to understand their needs
Assist in reviewing clients’ financial goals and current arrangements
Support the preparation of wealth accumulation and protection plans
Develop and maintain professional client relationships
Provide ongoing follow-up and servicing to clients

Requirements:

Local Diploma, A’ Levels, or Degree in any discipline
Strong communication and interpersonal skills
Positive attitude and growth mindset
Willingness to learn and build a career in financial services