Join Our Team as a Student Advisor!
We are seeking the next generation of Financial Advisors to transform the financial advisory landscape by: Empowering clients to make sound financial decisions.
Challenging industry misconceptions with exceptional financial service and current, relevant information.
Bringing fresh perspectives to enhance our financial advisory approach.
Who Should Apply?
If you're a student eager to supplement your allowance while gaining hands-on experience in finance and sales, we want you on our team!
We believe that financial services and products are vital tools for helping people achieve their goals; from buying a home to becoming debt-free. If you thrive in a dynamic environment, enjoy meeting diverse individuals, and want to build confidence and expertise, this role could be perfect for you.
*Do take note that our role has industry regulations stipulating only SG/PR[FAA-N13] applicants that do not meet this will be rejected.
Job Responsibilities:
Client Assessment: Understand client goals and challenges, such as retirement planning, property ownership, and debt management.
Strategic Planning: Provide expert advice on financial services, including wealth accumulation, risk management, and investment strategies.
Implementation: Execute financial plans, manage investments, and ensure the timely delivery of services.
Client Acquisition: Expand our client base across various wealth spectrums (B2B & B2C).
Continuous Support: Reassess and adjust client portfolios to align with evolving goals.
Stay Informed: Keep up-to-date with economic developments and industry regulations.
What We Offer:
Career Progression: Opportunities for advancement into managerial and leadership roles.
Growth and Learning: Comprehensive training and mentorship from experienced professionals.
Flexible Working Hours: Accommodate your work-life balance with flexible arrangements.
Competitive Compensation: Attractive bonuses and performance-based pay.
Industry Exposure: Opportunities for international conventions and deep dives into the financial sector.
Training & Certification: Support to attain Chartered Financial Consultant (ChFC) or Certified Financial Planner (CFP) qualifications.
Why Join Us?
Exclusive Opportunity: Be part of a high-performing team in the competitive financial advisory industry.
Comprehensive Training: Access a structured curriculum to excel in financial services [Wealth accumulation, risk management, legacy planning etc.]
Knowledge Building: Gain expertise in investments, insurance, and comprehensive wealth management.
Dynamic Work Environment: Thrive in a collaborative and innovative team culture.
Requirements:Singapore Citizen/PR
21 years and above (as stipulated by FAA-N13)
How to Apply:If you’re motivated and ready to build a rewarding career in financial services, send your resume to [email protected]Only candidates who meet the requirements will be considered.
Industry
Financial Services
Employment Type
Part-time
