Financial Advisory Associate

Placement Professionals, LLC; Singapore; On-site; SGD 36,000 - 72,000; Full time

Benefits offered by this job

Flexible scheduling

Performance-based income

Structured training

Operational support

Career progression

Hands-on exposure

Collaborative team

Job summary

Placement Professionals, LLC in Singapore is seeking aspiring Financial Advisors to join a structured training path that leads to MAS CMFAS licensing. No prior experience is required, as comprehensive training and mentorship are provided to help you develop a client base within a regulated advisory setting.

You will gain exposure to real client discussions and advisory processes while building essential knowledge and capabilities to progress as a licensed Financial Advisor.

Qualifications

• No previous experience required; training and guidance provided.
• MAS CMFAS examinations (M5, M9, M9A, HI) supported with onboarding.
• Structured development journey with mentorship and client-building exposure.
• Ability to engage with clients and maintain professional standards.

Responsibilities

• Engage with clients to understand financial objectives and needs.
• Support planning discussions across protection, savings, retirement and wealth.
• Assist in building lasting client relationships through ongoing engagement.
• Develop your own client portfolio with mentor support.
• Follow advisory frameworks while upholding compliance.
• Participate in training programs and continuous learning.

Skills

Communication skills

Interpersonal skills

Self-motivated

Willing to learn

Education

Diploma or Bachelor’s degree (any discipline)

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.

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