Financial Advisory Associate (Entry-Level - Training & Licensing Support Provided)

Responsibilities

• Engage with clients to understand their financial goals and needs
• Support discussions on financial planning areas such as protection, savings, retirement, and wealth building
• Assist in developing and maintaining long-term client relationships
• Build and manage your personal client portfolio under guidance
• Apply structured advisory processes in a professional and compliant manner
• Participate in training sessions, workshops, and ongoing development programmes
• Why Join Fort Financial
• Flexible working arrangement with autonomy over your schedule (subject to progression and performance)
• Performance-based income structure with uncapped earning potential
• Structured training and mentorship programme provided
• Full operational and administrative support
• Clear career development pathway in financial advisory
• Exposure to real client advisory work and financial planning cases
• Supportive, growth-oriented team culture
• 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 support to help you complete MAS-required CMFAS examinations (M5, M9, M9A, HI), along with onboarding training to support your transition into a licensed Financial Advisor.
• About Fort Financial
• Fort Financial is a financial advisory practice focused on developing professionals who are committed to delivering client-centric financial planning solutions.
• We believe in building careers through structured training, mentorship, and real-world advisory exposure in a supportive environment.
• Apply Now
• If you are looking for a career that offers growth, flexibility, and meaningful client impact, we welcome your application.
• Shortlisted candidates will be contacted for the next steps.

Additional Information

At Fort Financial, we are building a team of driven individuals who are interested in developing a long-term career in financial planning and wealth advisory. This is a structured career pathway where you will receive training, mentorship, and guidance to gradually build your own client portfolio within a regulated financial advisory environment. You will gain real exposure to financial planning conversations and processes while developing the foundational skills required to grow into a licensed Financial Advisor. No prior experience is required as full training and support will be provided.

Your Match

How well this role fits your profile.

Company Intel

What employees say

Worked at FORT FINANCIAL PTE. LTD.? Share your experience