Financial Advisory Associate

PLACEMENT PROFESSIONALS; Singapore; On-site; SGD 36,000 - 60,000; Full time

Benefits offered by this job

Flexible working arrangement

Performance-based income model

Structured training and mentorship

Operational and administrative support

Clear career progression

Hands-on client exposure

Supportive team environment

Job summary

PLACEMENT PROFESSIONALS is growing a team of ambitious individuals passionate about building a sustainable career in financial planning and wealth advisory. This role offers a structured development journey with training, mentorship, and support to gradually establish your own client base within a regulated financial advisory setting.

No prior experience is necessary, as complete training and licensing guidance will be provided.

Qualifications

• Singapore Citizens or Permanent Residents due to regulatory requirements.
• Diploma or Bachelor's degree in any discipline.
• Fresh graduates and mid-career switchers are welcome.
• Strong communication and interpersonal skills.
• Self-motivated, disciplined, and willing to learn.
• Comfortable with a performance-based career structure.
• Interest in finance, business, or client-facing roles is an advantage.

Responsibilities

• Engage with clients to understand financial objectives, priorities, and requirements.
• Support financial planning discussions covering protection, savings, retirement preparation, and wealth accumulation.
• Assist in building and strengthening lasting relationships with clients through continuous engagement.
• Develop and manage your own client portfolio with guidance and support from experienced mentors.
• Follow structured advisory frameworks while maintaining professionalism and compliance standards.
• Take part in training programmes, workshops, and continuous learning opportunities to enhance your skills.

Skills

Communication skills

Interpersonal skills

Self-motivated

Willing to learn

Disciplined

Education

Diploma or Bachelor's degree

Job description

We are growing a team of ambitious individuals who are passionate about building a sustainable career in financial planning and wealth advisory.

This role offers a structured development journey where you will receive comprehensive training, mentorship, and support to gradually establish your own client base within a regulated financial advisory setting.

You will be exposed to real financial planning discussions and advisory processes while building the essential knowledge and capabilities needed to progress as a licensed Financial Advisor.

No previous experience is necessary, as complete training and guidance will be provided.

Key Responsibilities

• Engage with clients to understand their financial objectives, priorities, and requirements.
• Support financial planning discussions covering areas such as protection, savings, retirement preparation, and wealth accumulation.
• Assist in building and strengthening lasting relationships with clients through continuous engagement.
• Develop and manage your own client portfolio with guidance and support from experienced mentors.
• Follow structured advisory frameworks while maintaining professionalism and compliance standards.
• Take part in training programmes, workshops, and continuous learning opportunities to enhance your skills.

Why Join Us

• Flexible working arrangement with independence over your schedule (subject to progression and performance)
• Performance-driven income model with unlimited earning potential
• Structured training and mentorship programme provided
• Comprehensive operational and administrative support
• Clear career progression opportunities within financial advisory
• Hands-on exposure to real client advisory situations and financial planning cases
• Supportive, collaborative, and growth-focused team environment

Who We Are Looking For

• Singapore Citizens or Permanent Residents (due to regulatory requirements)
• Diploma or Bachelor’s degree holders from any discipline
• Fresh graduates and mid-career switchers are welcome
• Strong communication and interpersonal skills
• Self-motivated, disciplined, and willing to learn
• Comfortable with a performance-based career structure
• Interest in finance, business, or client-facing roles is an advantage

Training & Licensing Support

We provide structured assistance to support you in completing MAS-required CMFAS examinations (M5, M9, M9A, HI), together with onboarding programmes to help you transition successfully into a licensed Financial Advisor.

By applying, you consent that the contents of your CV and answers in the form will be processed for the purpose of job matching.