Financial Adviser

Location: Singapore (Hybrid)

Employment Type: Full-Time

We're looking for individuals who enjoy building relationships, solving problems, and making a meaningful difference in people's lives.

As a Financial Consultant with Summit Planners Fortis, you'll work closely with individuals and families to understand their financial goals and provide personalised financial planning strategies that evolve with their changing needs.

Whether you're an experienced professional looking to take your career further or someone exploring a rewarding career in financial services, you'll receive structured guidance, professional development, and the opportunity to grow within a collaborative team environment.

• Build trusted relationships with clients through personalised financial planning and advice.
• Understand clients financial goals and recommend suitable financial solutions.
• Develop comprehensive financial plans covering areas such as:
• Wealth Accumulation
• Investment Planning
• Retirement Planning
• Education Planning
• Estate Planning
• Risk Management
• Cash Flow Planning
• Conduct regular reviews to help clients stay on track as their financial needs evolve.
• Continuously develop professionally through structured training and mentorship.

We're looking for individuals who:

• Enjoy working with people and building meaningful relationships.
• Have strong communication and interpersonal skills.
• Are self-motivated and willing to learn.
• Possess good analytical and problem-solving abilities.
• Have a positive attitude and growth mindset.
• Are passionate about helping others achieve their financial goals.

Fresh graduates, career switchers, and experienced professionals are welcome to apply.

Relevant financial certifications (e.g. CMFAS, M5, M9, M9A, HI, CFP) are advantageous but not mandatory.

• Structured training and mentorship.
• Hybrid working arrangements.
• Supportive and collaborative team culture.
• Continuous professional development.
• Opportunities for career progression and leadership development.
• The opportunity to make a meaningful impact by helping clients achieve financial confidence.