Wealth planning executive

IPA ADVISORY PTE. LTD.; Singapore; On-site; SGD 60,000 - 80,000; Full time

Job summary

A financial services firm in Singapore is seeking a Financial Services Consultant. This role offers flexibility and growth, allowing individuals to create impactful solutions for clients while receiving mentorship from experienced industry leaders. Candidates with no prior experience are welcome, with training provided. The role includes a strong base salary and performance bonuses, plus opportunities for personal and professional advancement.

Benefits

Strong base monthly income of $5,000

Lucrative commissions and bonuses

Flexibility in work schedule

Comprehensive training and mentorship

Worldwide travel opportunities

Clear career pathway

Qualifications

• No prior experience required, training provided.
• Minimum 2 years experience in any field if without financial background.
• Completion of financial modules (M5, M9, M9a, HI) is an advantage.

Responsibilities

• Build lasting impacts on clients' lives.
• Participate in comprehensive training and mentorship.
• Engage in flexible working hours at your own pace.

Skills

Coaching

Wealth Management

Mentoring

Financial Planning

Sales Management

Investments

Customer Service

Audit

Financial Services

Job description

Roles & Responsibilities

At IPA Advisory, we don’t just build financial futures — we build people. As a Financial Services Consultant, you’ll have the chance to make a lasting impact not only on your clients’ lives, but also on your own. Our success is anchored on the growth of our consultant-partners. We believe in meaningful work that goes beyond numbers.

This career is perfect for those who value growth, flexibility, and purpose. Whether you’re an experienced practitioner or exploring a career switch, we have a place for you.

💼 What’s in it for you:

• 💰 Strong base monthly income of $5,000
• 📈 Lucrative commissions and performance bonuses
• 🌍 Flexibility – work at your own time and pace
• 💼 Comprehensive training and mentorship from seasoned industry leaders
• ✈️ Worldwide travel opportunities
• 🚀 Clear career pathway for both personal and professional advancement

📋 Requirements:

• Open to applicants with no prior experience – training provided
• If without financial background, at least 2 years of working experience in any field.
• Having completed relevant financial modules (M5, M9, M9a, HI) will be an advantage
• Driven, people-oriented, and eager to grow a meaningful, rewarding career
• Minimum 21 years old (regulatory requirement)

If you’re looking for a role that offers freedom, purpose, and endless growth, we’d love to hear from you.

Apply now and take the first step toward a career that truly rewards both your hard work and heart.

Tell employers what skills you have

• Coaching
• Wealth Management
• Mentoring
• Literacy
• Financial Planning
• Tax
• Sales Management
• Investments
• Wealth
• Planner
• Mentorship
• Compliance
• Estate Planning
• Banking
• Retirement Planning
• Financial Advisory
• Customer Service
• Health Insurance
• Audit
• Financial Services