Financial Consultant - Flexible Career Path

PLACEMENT PROFESSIONALS; Singapore; Hybrid; SGD 42,000 - 78,000; Full time

Benefits offered by this job

Direct mentorship

Licensing support

Hybrid work model

Lead-generation tools

Proven development framework

Career progression

Job summary

PLACEMENT PROFESSIONALS in Singapore seeks dynamic individuals to build a personal financial consultancy practice. You will prospect, meet clients, assess financial needs and tailor suitable solutions while developing lasting relationships.

The role offers mentorship, licensing support, and a hybrid work setup, with access to lead-generation tools and scalable coaching to grow your own practice.

Qualifications

• Must be at least 21 years old.
• Diploma, IB Diploma or Degree required or equivalent.
• Training will be provided for financial consultancy.
• Strong appetite for knowledge and ability to build relationships.

Responsibilities

• Prospect and engage potential clients.
• Conduct client appointments and understand financial needs.
• Recommend suitable financial solutions based on client goals.
• Build and manage long-term client relationships.

Skills

Prospecting

Client relationships

Communication

Coaching mindset

Education

Diploma (polytechnic) in Singapore

International Baccalaureate Diploma

Degree

Equivalent qualification

Job description

Roles & Responsibilities

Fostering Development. Cultivating Credibility.

Are you searching for a professional trajectory that delivers career advancement, purposeful projects, and increased control over your calendar?

Within our team, we embrace candidates from all professional walks of life, including individuals re-entering the corporate world and those pursuing a professional pivot.

Candidates do not require a background in the wealth management sector.

The primary prerequisites are a strong appetite for knowledge, a talent for connection, and accountability for your personal advancement.

Our organization supplies the educational tracks, dedicated coaching, and operational systems required to transform your skills into a viable consultative business.

For associates possessing the drive and capacity, clear avenues exist to transition into coaching roles and ultimately direct a management unit of your own.

Why Us?

We are a boutique agency by choice.

We maintain that associates achieve peak results when backed by dedicated management, clear developmental avenues, and optimal operating frameworks.

We are cultivating a business-owner, progress-oriented, and staff-centric environment where metrics are driven by structure, creative problem-solving, objective counsel, and the intelligent application of digital tools.

During your integration into financial advisory, you will master the art of developing and maintaining consumer networks while constructing the foundational pillars of your unique practice.

What you'll do

You will:

• Prospecting and engaging potential clients
• Conducting client appointments and understanding financial needs
• Recommending suitable financial solutions based on client goals
• Building and managing long-term client relationships
• Staying current on products and market developments while providing timely, professional follow-up

What's offered

• Direct 1-to-1 mentorship

  Gain insights from our executive leadership panel, featuring an IBF Fellow with a deep history of scaling districts and executives alongside a CFP® practitioner actively engaged in modern market strategies.

• Structured onboarding and licensing support

  Receive guidance as you build the foundations required for financial consultancy.

• Flexible and hybrid working arrangements

  Enjoy greater autonomy in managing your schedule, appointments and professional responsibilities.

• Lead-generation and work automation systems

  Access structured support and tools to help develop opportunities and build your client base.

• Proven development framework

  Acquire firsthand experience with the exact operating strategies that have powered our team in producing consistent annual MDRT and Centurion award recipients.

• Career progression

  Build a strong individual practice, with opportunities to progress into mentoring, team-building and management.

Who we're looking for

You may be a good fit if you are:

• A strong communicator who enjoys working with people
• Self-motivated, organised and open to coaching
• Looking for greater professional growth and flexibility
• Interested in financial planning and relationship-building
• Ready to take ownership of your career development

Minimum requirements

Candidates must be at least 21 years old and possess at least one of the following:

• Diploma awarded by a polytechnic in Singapore
• International Baccalaureate Diploma
• Degree
• An equivalent academic qualification

No prior financial services experience is required. Training will be provided. Embark on a career that can grow with you. Whether you are returning to the workforce, considering a career switch or looking for greater ownership over your life, financial consultancy offers an opportunity to build a career around relationships, professional development and long-term growth.