Financial Advisers

SIMPLY WEALTH PTE. LTD.; Singapore; Hybrid; SGD 45,000 - 75,000; Full time

Benefits offered by this job

Establishment Allowance (up to 24月)

Overseas incentive trips

Hybrid work arrangements

Medical and dental coverage

Job summary

Simply Wealth Pte. Ltd. is looking for a Financial Planner to help individuals and families grow, protect and plan their wealth for every stage of life.

You’ll meet clients, analyse portfolios and recommend wealth strategies across funds, insurance and retirement plans, with mentorship and structured training to build your career from day one.

Fresh graduates, career switchers and sales professionals are welcome; MAS licensing support is provided to guide you through the process.

Qualifications

• Minimum diploma in any discipline (degree preferred).
• Strong communication and interpersonal skills.
• Self-motivated, goal-oriented and eager to learn.
• Willingness to obtain MAS licensing (we guide you through it).

Responsibilities

• Meet clients and understand their goals, cash flow and concerns.
• Analyse their financial portfolios holistically and identify gaps.
• Advise on wealth accumulation, retirement planning and cash flow strategies.
• Recommend suitable solutions across unit trusts, ETFs, structured notes, insurance and retirement plans.
• Build long‑term relationships and support clients as their lives change.
• Learn and grow through mentorship, structured training and regular team coaching.

Skills

Strong communication

Interpersonal skills

Education

Diploma or higher

Job description

Build a career helping people win with money

Great financial advisers aren’t born, they’re built. At Simply Wealth, we give you the structure, mentorship and client opportunities to grow from day one, whether you’re starting your first career, switching into something more meaningful, or bringing your sales skills to a profession where relationships pay off for years.

As a Financial Planner, you’ll help individuals and families grow, protect and plan their wealth for every stage of life.

What you’ll do

• Meet clients and understand their goals, cash flow and concerns
• Analyse their financial portfolios holistically and identify gaps
• Advise on wealth accumulation, retirement planning and cash flow strategies (including DPMS)
• Recommend suitable solutions across unit trusts, ETFs, structured notes, insurance and retirement plans
• Build long‑term relationships and support clients as their lives change
• Learn and grow through mentorship, structured training and regular team coaching

Who we’re looking for

Fresh graduates: You don’t need finance experience. If you’re curious, coachable and driven to build something of your own, we’ll teach you the rest.

Career switchers: Bring your work experience, maturity and people skills. Teachers, engineers, executives and service professionals have all become strong advisers because they know how to listen and build trust.

Sales professionals: If you can build rapport, handle objections and keep going after a “no”, you already have the foundation. Here you’ll apply those skills to advisory work built on long‑term relationships and repeat referrals.

Requirements

• Minimum diploma in any discipline (degree preferred)
• Strong communication and interpersonal skills
• Self-motivated, goal-oriented and eager to learn
• Willingness to obtain the required MAS licensing (we guide you through it)

What you’ll get

Income and rewards

• Basic salary plus commission, incentives and monthly bonuses
• Establishment Allowance: up to 24 months of support for qualifying candidates
• Overseas incentive trips and recognition for top performers

Training and mentorship

• 1-on-1 personalised mentorship and dedicated career development
• Structured training on ETFs, structured notes and comprehensive financial planning
• Leads and a client base provided so you can start building from day one

Career growth

• A clear, defined path from consultant to leadership roles

Lifestyle and culture

• Hybrid work arrangements and flexible hours
• Full medical and dental coverage
• A modern office in a prime location with a social, collaborative team and regular team events

About Simply Wealth

We believe great financial advisers are built, not just hired. Simply Wealth is a vibrant, growing and supportive team that invests in your success, because when you grow, our clients and our team grow with you.