Job description for Financial Planner - (Basic fr 3k to 8k/month + Incentive + Comm + Monthly Bonus) at SimplyWealth Pte ltd
Financial Consultant
Are you looking for a career that offers real purpose, strong earning potential, and a team that genuinely invests in your growth? At Simply Wealth, we believe great financial advisers are built — not just hired. Whether you're exploring your first career move or an experienced professional seeking a better platform, we offer the structure, support, and opportunities to help you thrive.
Job Highlights
1-on-1 personalised mentorship and dedicated career development
Vibrant, growing, and supportive team culture
Leads and client base provided — so you can focus on advising, not prospecting
Basic pay from $3,000 to $8,000/month (excluding commissions, bonuses, and incentive trips)
Flexible work arrangements with genuine work-life balance
Roles & Responsibilities
Manage and analyse clients' financial portfolios with a holistic approach
Advise on wealth accumulation, retirement planning, and cash flow strategies (including DPMS)
Recommend suitable solutions across unit trusts, ETFs, structured notes, insurance, and retirement plans — tailored to each client's unique needs and goals
Build long-term relationships and support clients through every stage of their financial journey
What We Offer
Basic Salary: $3,000 – $8,000/month, plus commissions, bonuses, and overseas incentive trips*
Establishment Allowance: Up to 24 months of support for qualifying candidates*
Training & Mentorship: Structured 1-on-1 guidance and regular training covering ETFs, structured notes, and comprehensive financial planning
Career Progression: A clear and defined path from consultant to leadership roles
Flexibility: Hybrid work arrangements and flexible hours to fit your lifestyle
Health & Wellness: Full medical and dental coverage
Work Environment: Modern office in a prime location, with a social and collaborative team culture including regular team events
Who We're Looking For
Minimum diploma in any discipline (degree preferred)
Strong communication and interpersonal skills
Self-motivated, goal-oriented, and eager to grow
Full training will be provided
Career switchers and experienced advisers are equally encouraged to apply
Ready to build a career with real impact? Visit us at simplywealthsg.com or apply now to start a conversation.
Terms & Conditions apply. Certain benefits and allowances are subject to qualifying criteria. Commissions and incentives are performance-based.
