Financial Advisor (Welcome Student/Mid-career switch/Part-time/Full-time)

We are seeking driven and high-calibre individuals to join our team as Student Financial Advisors. This opportunity provides structured training, regulatory certification sponsorship, and hands-on exposure to the wealth management and financial advisory industry in Singapore.

Successful candidates will undergo comprehensive mentorship and development to build competencies in financial planning, client advisory, and investment solutions within a regulated framework.

Key Responsibilities

- Conduct comprehensive financial needs analysis (FNA) to assess clients financial goals, risk tolerance, and current financial position

- Provide advisory on wealth accumulation, protection planning, retirement planning, and investment-linked solutions

- Assist in portfolio construction and asset allocation strategies aligned with clients objectives

- Develop and maintain long-term client relationships through professional servicing and regular portfolio reviews

- Ensure full compliance with Monetary Authority of Singapore (MAS) regulations and advisory standards

- Prepare and present financial proposals tailored to individual or corporate clients

- Participate in market research and stay updated on macroeconomic trends and investment products

- Attend regular training sessions to upgrade professional knowledge and advisory competencies

Professional Development & Benefits

- Direct mentorship from senior practitioners managing over $5 million in Assets Under Management (AUM)

- Structured training in financial markets, portfolio advisory, and client engagement strategies

- Advanced communication and presentation skills development, including DISC behavioural profiling

- Sponsorship opportunity for 4 CMFAS papers (Capital Markets and Financial Advisory Services certification)

- Exposure to advisors from diverse industry backgrounds to support long-term career planning

- Networking opportunities with motivated undergraduates and industry professionals across Singapore

Requirements:

Singapore Citizens or Permanent Residents

Minimum Local Diploma or full GCE A Levels certification

Minimum 21 years old (or 20 turning 21)

All academic disciplines welcome; prior financial background is not required

Strong interpersonal skills with a willingness to learn

Professional mindset with high standards of integrity and accountability

Working Dates: Flexible Work Arrangement (Part time/Full time/Remote)

Working Hours: Flexible Work Arrangement (Part time/Full time/Remote)

Pay Rate: $3000-8000/month