Skills
Job description for Financial Consultant at Planners Inc
Planners Inc is a group of financial consultants representing Great Eastern Financial Advisers. We are looking for a Financial Consultant 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 their own business, earning based on hard work. If you are self-motivated, enjoy working in a collaborative team environment and are keen to do meaningful work to help people, we want you!
Role of a Financial Consultant
People are at the heart of what we do. Our consultants have 3 key responsibilities to our clients
- Reduce stress and worries on their wealth journey
- Achieve financial freedom in the most efficient manner
- 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
- Candidates without experience are welcome to apply!
Connect with me!
- Whether you are a recent 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.
About the company
Planners Inc is a financial consulting firm, representing the leading financial institution in South East Asia. We are also a founding partner of The Confidant Group, one of the leading agency alliances in Singapore.
We are a trusted adviser to successful professionals and business owners, helping tackle and solve 2 of the biggest challenges a professional faces in daily life today.
One, limited resources. It's the economics of personal wealth, limited resources, unlimited wants.
We help successful professionals and business owners achieve efficient and effective allocation of their financial resources. With our Financial Waterfall Money Management Methodology, we help balance current consumption with delayed gratification and turn their worries about the future into certainty and in so doing, accelerate getting clients to financial independence earlier.
Two, finding great satisfaction and deep meaning and fulfillment in our chosen professions.
We are obsessed about personal and professional growth; and developing the kind of environment, culture and standards for top performers to thrive in. We help people figure out their purposes in life. We help our clients and associates achieve not just success, but fulfillment and ikigai.
“Be Assured. Be Future Confident.” is our firm’s slogan and mission. Our partners trust in us to provide certainty and clarity, and in so doing, assurance in life and confidence in their futures.
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