Willia Estate Hiring! Full Time Financial Planner in - Ricebowl

We're Hiring: Financial Planner

Looking to build a rewarding career in Singapore’s financial services industry?

We are seeking motivated, professional, and people-oriented individuals to join our team as Financial Planners. This opportunity is suitable for both experienced professionals and fresh graduates who are interested in developing a long-term career in financial planning and wealth management.

Job Title: Financial Planner

Job Type: Full-time

Work Schedule: Monday to Friday

Location: Singapore

Role Overview

As a Financial Planner, you will work closely with clients to understand their financial goals, priorities, and long-term objectives. You will provide suitable financial planning solutions, support clients in managing their financial needs, and build strong professional relationships through regular reviews and ongoing guidance.

The role provides structured training and mentorship to help candidates develop the knowledge, skills, and professional confidence required to succeed in Singapore’s financial services industry.

Key Responsibilities

• Understand clients’ financial goals, priorities, and financial needs.
• Develop appropriate financial planning and wealth management solutions.
• Build and maintain strong, long-term relationships with clients.
• Conduct regular financial reviews and provide ongoing client support.
• Assist clients in reviewing their financial plans as their needs and circumstances change.
• Utilize digital tools and platforms to support financial planning and client management.
• Collaborate with experienced professionals to provide comprehensive financial solutions.
• Continuously develop knowledge of financial planning, investments, and industry practices.

Requirements

• Minimum age of 21 years old.
• Singapore Citizen or Singapore Permanent Resident (PR) only.
• Minimum Diploma or Bachelor’s Degree in any discipline.
• Strong communication and interpersonal skills.
• Professional, personable, and comfortable engaging with clients.
• Goal-oriented, self-motivated, and willing to learn.
• Fresh graduates are welcome to apply.
• Candidates are required to complete the relevant CMFAS examinations and certifications, with training and guidance provided.

What We Offer

• Attractive Remuneration: Uncapped commission-based earning structure with strong income potential.
• Structured Training: Comprehensive training and guidance to support completion of the relevant CMFAS examinations.
• Mentorship: Ongoing professional support to help you develop your financial planning and client management skills.
• Career Progression: Opportunities to advance into management, leadership, or specialized wealth advisory roles.
• Professional Development: Gain practical exposure to financial planning, wealth management, client relationship management, and investment-related services.

Interested applicants may send their resume to:

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