Financial Advisory Associate

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.

Additional Information

To apply or find out more, please contact Leong Jia Wei (Reg No: R25157456) jiawei@placement.com.sg I also carry various other Financial Advisor (FA) roles of different experience/seniority levels; please browse our Company Page to find out more. https://www.mycareersfuture.gov.sg/companies/placement-professionals-53226217D 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.

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