Financial Consultant

Tailor Your Resume for this Job

Planners Inc is a group of financial consultants representing Great Eastern Financial Advisers. We are looking for a Wealth Management Advisor to join our passionate and ambitious team.

At Planners Inc, we see ourselves as a different breed of Financial Consultants. We are here to ensure all our clients can lead a more stress-free and painless life with their finances under good control. Most clients face the problem of Scarcity on their wealth journey when their unlimited needs and wants outweigh their limited resources of time and money, and that's where we come in to ensure their resources are allocated efficiently and every financial decision is made properly. From money management, to risk management, to wealth accumulation, to property ownership journey and the topics of CPF, Income Tax, Banking Accounts and Credit Cards, we would like to consider ourselves to be subject matter experts!

We are actively recruiting people who are self-motivated and keen to build your own business, earning based on your hard work. If you are someone who is self-motivated, enjoys working in a collaborative team environment and keen to do meaningful work to help people, we want you!

Role of an Advisor

People are at the heart of what we do. Our consultants have 3 key responsibilities to our clients

• 1. Reduce stress and worries on their wealth journey
• 2. Achieve financial freedom in the most efficient manner
• 3. Enable Happiness and more time with loved ones

At Planners Inc, we help our clients using the economics of personal wealth to ensure efficient allocation of their resources, while taking care of any “What-Ifs” that life throws at them, ultimately to get them to retirement as soon as possible.

What sets us apart?

Financial advisory is nothing new, but at Planners Inc, we pride ourselves as an agency that truly cares for our people, empowering our team to Do Well by Doing Good. Licensed on a proven platform with superior systems and processes put in place, our consultants can and have built successful, sustainable and enjoyable practices.

What support will you get?

We have a Winning Formula and our results don’t lie. Our people, environment, culture and standards have stood the test of time. To help you achieve your career and personal goals, our whole agency is here to back you up. Throughout your journey, you will receive mentorship and guidance to achieve mastery in financial planning and obtain your Certified Financial Planner certification.

Your personal development matters to us. We will provide you with the opportunities and resources not only to grow in your career, but also to grow as a person. Want to be at your child’s soccer game on a Tuesday afternoon, or travel to JB on weekdays to avoid the weekend jam? You decide! At Planners Inc, you take control of how and where you work.

Requirements

• Age 21 and above (regulatory requirement)
• Minimum diploma & GCE 'A' levels (regulatory requirement)
• Candidates without experience are welcome to apply!

Connect with me!

• Whether you are a undergraduate, fresh graduate, looking for a mid-career switch, or just looking to learn more about the work we do here at Planners Inc, feel free to apply and arrange a chat!

Job Type: Full-time

Pay: $4,000.00 - $15,000.00 per month

Benefits:

• Additional leave
• Flexible schedule
• Professional development
• Promotion to permanent employee
• Work from home

Schedule:

• Monday to Friday

Supplemental Pay:

• Commission pay
• Performance bonus
• Retention bonus
• Signing bonus
• Yearly bonus

Work Location: Hybrid remote in Singapore 189685

Application Deadline: 21/02/2025
Expected Start Date: 01/03/2025