606 Financial Consultant jobs in Singapore
Financial Consultant
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Industry: Financial Advisory / Wealth Management
Salary Range: $3,000 – $,000 (Base) + Performance Bonus / Commissions
Employment Type: Full-time (CPF-contributing position)
Position Overview
We are seeking a proactive and client-focused Financial Consultant to join our growing advisory team. This is a salaried position with full CPF contribution , designed for individuals who want to build a rewarding and sustainable career in financial advisory under a structured and supportive environment.
The role involves providing holistic financial planning and advisory services — covering insurance, investment, and wealth accumulation solutions — while maintaining strong, trust-based relationships with clients. Selected candidates will be provided with leads and client bases to accelerate their success and ensure a steady growth path.
Key Responsibilities
- Financial Advisory & Planning:
Conduct detailed financial needs analysis for clients and recommend suitable insurance, investment, and savings plans to meet their life goals.
- Client Relationship Management:
Develop and maintain long-term relationships with clients, providing ongoing reviews and financial check-ins to ensure continued alignment with clients' evolving goals.
- Sales & Target Achievement:
Identify new sales opportunities through leads provided, referrals, and networking. Work towards meeting and exceeding sales performance metrics and quality standards.
- Client Servicing:
Deliver professional after-sales service, policy reviews, and claims support to ensure high client satisfaction and retention.
- Compliance & Professional Standards:
Adhere to all MAS regulations and company compliance requirements. Maintain confidentiality and integrity in all client dealings.
Requirements
- Education:
Minimum Diploma or Bachelor's Degree in Business, Finance, Banking, Marketing, or related fields.
- Experience:
Prior experience in financial advisory, banking, or insurance is advantageous, but entry-level applicants with a strong passion for finance are welcome.
- Skills:
- Excellent communication and interpersonal abilities.
- Strong analytical and problem-solving skills.
- Self-motivated with a positive and professional attitude.
- Passionate about helping others achieve financial security and success.
- Licensing:
Must be willing to complete CMFAS certifications (M5, M9, M9A, HI, etc.) as required by MAS to provide advisory services.
Remuneration & Benefits
- Competitive Salary:
Monthly base salary of $3,0 0 – $4 000, inclusive of CPF contribution .
- Performance Incentives:
Attractive commission structure and performance bonuses for achieving and exceeding key targets.
- Career Development:
Comprehensive training programs, mentorship, and sponsorship for industry certifications.
- Benefits:
- CPF contribution and full employment benefits
- Top notch training provided by our in-house coach
- Annual leave entitlement
- Office hours (5-day work week)
Financial Consultant
Posted today
Job Viewed
Job Description
A career that makes a difference
Whether you are just beginning your career or an experienced professional looking for a change.
If you are looking for an entrepreneurial role with flexibility and unlimited income potential, join us to discover more about the career as a Financial Advisor.
Key responsibilities:
• Assess clients' financial situation to develop strategies to help client meet their financial goals.
- Provide advice on insurance to help companies and individuals plan for their financial futures.
- Help clients with financial planning in areas such as retirement, education, and investments with our full product suite.
- Review and follow up with clients on a regular basis to assess how developments in their life might affect their financial plan.
- Preparing and interpreting financial document summaries, investment performance report and income projections for clients.
- Build and maintain effective relationships with existing clients.
Benefits & Rewards
High take home pay, training and professional development
We'll help you gain the certifications, soft skills, and knowledge you need to succeed while supporting your growth with structured courses and trainings. Our dedicated managers will constantly be there to guide you through your developmental journey.
Funding Programme
We provide an allowance for the first 24 months of your career to fast-track your success.
Rewards
2 sponsored overseas trips per year
Flexible incentive structure
Enjoy unlimited potential income through our multi-layered incentive structure that includes commissions, quarterly performance-based incentives and annual bonuses.
Qualifications
To join us as a Financial Advisor, you should:
- Have a local Singapore diploma or degree in any field (MAS Requirements)
- Enjoy seeing tangible results of your hard work, and motivated by performance-based incentive structures
- Have good interpersonal skills and be passionate about helping customers achieve greater financial competency
We are actively hiring Fresh graduates & mid career change welcome to apply.
Financial Consultant
Posted today
Job Viewed
Job Description
Are you ready to embark on a career that empowers you to impact others' lives while building your own financial success? We are looking for ambitious individuals to join us as Financial Consultants where growth, flexibility, and rewards are just the beginning.
Take the first step toward becoming a trusted advisor for Individual, Families, Businesses, and Communities. With no prior experience necessary, we'll equip you with the skills, knowledge, and tools you need to thrive, through Personalized training and Mentorship from industry leaders.
Why This Role is Unique
- Make a Difference: Provide Singaporeans with peace of mind by guiding them through life's most important financial decisions, from Protection, Investment to Retirement planning.
- Learn from the Best: Receive 1-on-1 mentorship from Senior advisors and enjoy continuous industry training.
- Accelerate Your Career: Grow into a management-level role within 1-2 years through our structured career advancement pathway.
- Flexible Work-Life Balance: Create your own schedule to fit your lifestyle and commitments.
- Unlimited Growth Potential: Start with a monthly allowance, but the sky's the limit for high achievers, with commissions, bonuses, and luxury incentive trips awaiting you.
Your Role
- Understand clients' unique financial situations and craft customized solutions that meet their goals.
- Advise on key financial areas: Wealth Protection, Investment Planning, Estate Planning, and Retirement Planning.
- Build strong, long-lasting client relationships that are the foundation of your success.
- Stay ahead of industry trends to ensure the best outcomes for your clients.
Who We're Looking For
We want passionate and driven individuals who are ready to embark on a rewarding journey. The ideal candidate is:
- Singaporean (this opportunity is open only to Singapore citizens).
- Equipped with a Local Polytechnic Diploma or any Bachelor's Degree.
- A natural at communicating and connecting with others.
- Self-motivated, goal-oriented, and ready to take charge of their future.
- Interested in part-time, full-time, or even entry-level roles as a Student Advisor.
No experience? No problem—We'll give you all the tools and training you need to succeed.
Sales or customer service experience is a bonus, but not required.
Your future is waiting. Take charge of it today.
Click Apply Now to submit your application. Let's build your legacy together
Financial Consultant
Posted today
Job Viewed
Job Description
We LISTEN to your career aspirations AND we UNDERSTAND what you want.
The Role:
A Career as a Financial Consultant is meant to be challenging yet exciting
We are looking for exceptional individuals who can rise to the occasion and are looking to be difference. If you think you make the cut, you are the one we are looking for
Elson Wong & Associates is an agency with Distinct Professionals Group (DPG), a group of agency units of Prudential Assurance Company Singapore (Pte) Ltd. Our Financial Consultants take a holistic approach in helping clients to manage their financial needs and goals.
The Role:
- Establish clients' financial goals
- Protect the future for families and their loved ones
- Build clients' wealth and prepare them for longevity
- Customise solutions to help clients achieve their financial goals
- Regularly review clients' financial portfolio
Benefits and Rewards:
- Making a difference in other's lives
- Flexibility and work-life balance
- Cultivate your entrepreneurial aspirations
- Continuous training and development
- Establishment allowance of up to 24 months for selected candidates*
- Tablet to be given to successfully contracted candidate*
*Terms & conditions apply. Commissions & incentives are payable based on individual performance.
Job Requirements:
- Full certificate in GCE 'A' Level, International Baccalaureate Diploma qualification, Diploma awarded by a polytechnic in Singapore or equivalent. Degree holders are preferred.
- Good knowledge of banking, wealth management & insurance products is an added advantage
- Excellent customer focused mindset
- Personable, sincere, strong integrity & determination
- At least 21 years old (regulatory requirement)
- Required to attain CMFAS certifications RES5, M9, M9A and HI. Prudential will provide the necessary training and guidance for you.
To apply, please send your resume to us by clicking on "Apply Now" button below. Only shortlisted candidates will be notified.
Elson Wong & Associates
an agency unit of Prudential Assurance Company Singapore
(approval code AT09Apr25KA58)
Financial Consultant
Posted today
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Job Description
Open to all Undergraduate/Penultimate Students and Career-changing candidates
Job Responsibilities:
- Review client portfolios with close attention to detail
- Provide financial advisory services to the needs of your client(s)
- Plan and manage in regard to risk and wealth solutions
Benefits:
- Flexible working hours + WFH benefits
- Incentives given on top of current performance
- Attractive bonuses based on performances
- No cap on what you earn
- Opportunities for advancements available readily
- Prior experience is not required as training and hands-on guidance will be provided
Job types:
- Full time
- Part time/Flexible (Students/Undergraduates welcome)
Work Location: Hybrid remote in Singapore
Allow 1 week for us to revert back to you
Please provide resume when applying
Financial Consultant
Posted today
Job Viewed
Job Description
Flexi Work Arrangements, Essential Financial Knowledge, Attractive Remuneration
We believe in providing a holistic approach in service to our clients, ensuring their needs are met and satisfied in our care. And we believe that it starts with us
Join our team as a Financial Advisor and enjoy a flexible work setting, comprehensive training, support structure, together with market leading remuneration. This role is ideal for both fresh graduates and those seeking a mid-career switch. Connect with us and embark on a rewarding career in financial advisory
A Day in The Life of a Financial Consultant:
- Client Networking: Establish and grow a robust client base through effective networking and prospecting strategies.
- Financial Analysis: Presenting detailed financial summaries, investment reports, and income projections for clients.
- Financial Strategy Development: Analyze clients' financial situations and goals to create tailored financial strategies.
- Insurance and Financial Advisory: Provide comprehensive advisory on insurance and financial planning, covering areas such as retirement, education, and investments, supported by our extensive product suite.
- Client Relationship Management: Maintain and strengthen client relationships through regular reviews and adjustments to financial plans based on life changes.
Benefits & Rewards:
- 24-months Trainee Program: Provides monthly allowance + commission, supporting you in the first 24 months of your career.
- Extensive Training and Support Structure: Regular workshops, training & sharing sessions within the agency and individual mentorship ensuring support along the way.
- Flexi-Hybrid Work Setting: Enjoy a hybrid work setting with flexible work arrangements.
- Market-leading Remuneration Structure: Market-leading remuneration package along with an attractive incentive system, including commissions, performance incentives, and up to 3 incentive trips a year.
- Attractive Rewards: We believe in 'work hard, play hard', with incentives for top performers & fun team-bonding events.
Qualifications:
- Does not require work visa / passes in Singapore
- Minimum 21 years old with Polytechnic Diploma, GCE 'A' level Certification or Bachelor Degree in any field, as per MAS requirements.
- Highly motivated with strong interpersonal skills
Job Type: Full-time
Pay: $3, $5,000.00 per month
Benefits:
- Flexible schedule
Work Location: Hybrid remote in Singapore
Financial Consultant
Posted today
Job Viewed
Job Description
Take Charge of Your Career:
Tired of the 9-to-5 grind? Ready to build a career with real earning potential and flexibility?
Join our team as a Financial Consultant and fast-track your path to financial freedom with a proven system , strong support , and unlimited income potential .
Strong Perks That We Offer:
Up to $5,000 Basic Pay – Financial stability while you learn and grow
50% Commissions – You earn half of every closed case
Quarterly Bonuses & Incentives – Based on your performance
Lead Support & Proven Scripts – Start with a ready client base
Full Training Provided – Learn business, sales, and financial skills
Flexible Schedule – Be your own boss
Leadership Opportunities – Clear path to management
How Much Commissions Can You Earn (On Top of Basic):
If you close just one $00 per month case, that is 500 x 12 = 6,000 annual revenue.
You get 50% of that = 3,000 commission.
Imagine closing multiple cases each month—your income is unlimited.
Within 3-5 years, you can build a recurring income 2-3 times more than what most corporate jobs offer.
Requirements:
Polytechnic Diploma, A-Level Certificate, or Degree
No experience required—full training provided, just come with your ambition for financial freedom
Pay: $6, 12,000.00 per month
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Financial Consultant
Posted today
Job Viewed
Job Description
Are you ready to embark on a career that empowers you to impact others' lives while building your own financial success? We are looking for ambitious individuals to join us as Financial Consultants where growth, flexibility, and rewards are just the beginning.
Take the first step toward becoming a trusted advisor for families, businesses, and communities. With no prior experience necessary, we'll equip you with the skills, knowledge, and tools you need to thrive, through personalized training and mentorship from industry leaders.
Why This Role is Unique
- Make a Difference: Provide Singaporeans with peace of mind by guiding them through life's most important financial decisions, from protection to retirement planning.
- Learn from the Best: Receive 1-on-1 mentorship from senior advisors and enjoy continuous industry training.
- Accelerate Your Career: Grow into a management-level role within 1-2 years through our structured career advancement pathway.
- Flexible Work-Life Balance: Create your own schedule to fit your lifestyle and commitments.
- Unlimited Growth Potential: Start with a monthly allowance, but the sky's the limit for high achievers, with commissions, bonuses, and luxury incentive trips awaiting you.
Your Role
- Understand clients' unique financial situations and craft customized solutions that meet their goals.
- Advise on key financial areas: Wealth Protection, Investment Planning, Estate Planning, and Retirement Planning.
- Build strong, long-lasting client relationships that are the foundation of your success.
- Stay ahead of industry trends to ensure the best outcomes for your clients.
Who We're Looking For
We want passionate and driven individuals who are ready to embark on a rewarding journey. The ideal candidate is:
- Singaporean (this opportunity is open only to Singapore citizens).
- Equipped with a Local Polytechnic Diploma or any Bachelor's Degree.
- A natural at communicating and connecting with others.
- Self-motivated, goal-oriented, and ready to take charge of their future.
- Interested in part-time, full-time, or even entry-level roles as a Student Advisor.
No experience? No problem—We'll give you all the tools and training you need to succeed.
Sales or customer service experience is a bonus, but not required.
Your future is waiting. Take charge of it today.
Click Apply Now to submit your application. Let's build your legacy together
Financial Consultant
Posted today
Job Viewed
Job Description
Roles and Responsibilities
- Develop individualised financial advice based on clients' financial and protection needs.
- Help clients with financial planning in aspects such as retirement, education and investments.
- Provide clients with recommendations on wealth accumulation in accordance to their goals.
- Build long-term and trusted relationships with clients.
Keep up to date with market development, investment products and other areas that can affect the market.
What We Offer:
- Different proven platforms to be given to kickstart and advance in your career.
- Not needed to approach own family members or friends to generate leads.
- provide customizable leads platform
- Provide 1 to 1 mentorship.
- Extensive training provided by professional trainers to help you develop your knowledge and soft skills.
- Monthly allowance and other cash incentives.
Overseas trip incentives.
Eligibility
- Meeting MAS-FAA regulations, you should be at least of 21 years of age to quality as a financial planner
- Minimum full certificate in GCE A Level, International Baccalaureate Diploma qualification, diploma awarded by a Polytechnic in Singapore or equivalent (further specific requirements may apply to determine equivalent academic qualifications).
- Good interpersonal skills.
- Committed, driven and eager to succeed.
- No work experience required.
Technical Skills and Competencies You Will Learn
- Insurance and Financial Planning Fundamentals
- Certifications in CMFAS
- Communication and Networking Skills
- Sales and Marketing Skills
- Client Relationship Management
Financial Consultant
Posted today
Job Viewed
Job Description
About the Company
Singapore-based firm specializing in estate planning, wealth management, and investment advisory for individuals, families, and business owners.
Goal is to help clients secure their financial future and build lasting legacies.
Role Overview
As a Financial Consultant, you will be trained to provide financial planning, estate planning, and investment advisory services. This is an excellent opportunity for those who are eager to learn, enjoy meeting people, and want to build a rewarding career in wealth management.
Key Responsibilities
- Meet and engage with clients to understand their financial goals.
- Learn and apply concepts in estate planning, investment strategies, and wealth preservation.
- Assist in creating tailored financial plans under the guidance of senior consultants.
- Conduct regular client follow-ups and portfolio reviews.
- Participate in training, seminars, and networking events to grow knowledge and client base.
Requirements
- Degree holders welcome (any discipline).
- Good communication and interpersonal skills.
- Willingness to learn about financial products, estate planning, and investments.
- Motivated, proactive, and enjoys talking to people.
- Ability to build trust and long-term client relationships.