Financial Planner

Financial Planner – Holistic Wealth Management (Open to Mid-Career Switchers)

Job Description

Are you looking for a fulfilling career where you can make a tangible difference in people's lives Whether you are a driven young professional entering the workforce or a mid career switcher looking for a meaningful pivot, we want to help you build a rewarding career.

Meridian Global Advisory Pte Ltd aims to be the leading financial advisory firm in Singapore, known for its dedicated approach to prioritizing people and creating comprehensive financial plans. The organization is committed to fostering long-term relationships and ensuring the financial sustainability and success of its clients. With a client-first mindset, Meridian Global Advisory delivers personalized and holistic solutions that address a wide range of financial needs.

When you join us, you aren't just taking on a job; you are joining a dedicated, highly experienced team that is deeply invested in your personal and professional growth. We are committed to building a team that delivers exceptional service by upholding our core values of professionalism, leadership, a winning mindset, and gratitude.

What You Will Do:

As a Wealth Management Advisor, you will be performing holistic financial planning to truly transform your clients financial well-being.

• In today's rising cost environment, this role empowers you to help clients secure their futures with thoughtful financial planning and protection strategies.

• Provide advice on insurance products tailored to clients needs.

• Deliver exceptional after sales service and ensure customer satisfaction.

• Develop and execute marketing strategies, manage leads, and maintain your sales pipeline.

• Meet individual performance targets while contributing to team goals.

Who We're Looking For:

• Singapore citizen / PR

• Min Diploma. Degree and above preferred.

• A minimum of 3 years of work experience is highly valued, but we are open to motivated candidates with less experience

• Experience in banking, insurance, unit trusts, or sales is an advantage, but above all, we value passion and commitment

• Individuals seeking a fulfilling, long term career in a supportive team environment.

Rewards and Benefits:

• Enjoy a rewarding

career

• Potential opportunities for overseas incentive trips*, awards recognition*, and career advancement to leadership roles*

• Benefit from comprehensive training and mentorship programs

If you're passionate about empowering clients to secure their financial future and are eager to excel in a dynamic, supportive environment, we invite you to send an email to [Confidential Information] toapply.