Financial Wealth Planning Consultant

Discover a Career That Rewards Ambition

At U3 Infotech, we partner with some of Singapore's leading financial advisory to connect ambitious individuals with high-growth career opportunities in wealth management.

Join an established network of agencies offering mentorship, flexibility, and uncapped earnings, where you can build a fulfilling and future-proof career as a Financial Consultant.

Whether you're new to the industry or seeking a fresh challenge, our proven recruitment and training pathways will help you find the right agency fit, accelerate your development, and set you up for long-term success.

Your Role: Financial Consultant

As a Financial Consultant, you'll become a trusted advisor, guiding individuals and families toward financial independence and security.

Key Responsibilities:

• Advise clients on financial planning, wealth accumulation, and protection strategies
• Build and maintain long-term client relationships locally and regionally
• Apply proven systems and strategies to grow your portfolio
• Deliver professional, ethical, and impactful financial guidance

Training, Mentorship & Growth

Your success is our priority. You'll receive personalized 1-to-1 mentorship, comprehensive training, and ongoing support from industry leaders - ensuring you're confident and ready from day one.

Our structured development system includes:

• Foundational financial and sales training
• Weekly skills workshops on client engagement and business development
• Step-by-step mentorship during your first 3 months
• Advanced leadership coaching as you progress

Attractive Remuneration Package

• Up to $5,000 Basic Allowance - Stability while you build
• 50% Commissions - Earn half of every closed case
• Quarterly & Performance Bonuses - Rewarding your results
• Leads Provided from Day One - Start with momentum
• Recurring Income - Build lasting, long-term financial rewards

Example: Close one $500/month case → $6,000 annual premium → you earn $3,000 commission. Close several each month, and your income multiplies rapidly. Top performers earn $6,000-$12,000/month within their first few years.

Flexible Schedule & Work-Life Autonomy

Work from home, in the office, or on the move. We believe performance should be measured by results - not hours. Enjoy flexibility while having access to a supportive, collaborative culture.

Career Advancement & Leadership Pathway

Your potential doesn't end at sales. We actively promote from within - with clear milestones to Management and Leadership roles within 3-5 years, supported by coaching, tools, and systems to help you scale your business.

Requirements

• Diploma, A-Level Certificate, or Degree
• Strong communication and interpersonal skills
• Self-motivated, entrepreneurial, and disciplined mindset
• No prior experience required - full training provided