- Bukit Merah Central Region (Singapore) Singapore
Full Time Financial Advisor Jobs, Salary up to SGD 10,000 in WIN ADVISORS PTE. LTD. Central Region (Singapore) - Maukerja
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Job Description
Responsibilities
We are looking for motivated individuals to join us as Financial Advisors. This full-time role is designed for individuals who are eager to learn, grow, and build a strong foundation in financial advisory. This career allows for flexibility without an income ceiling. If you are looking to be compensated for your merit, this is the place for you. You will receive structured training, mentorship, and hands-on exposure to holistic financial planning in a supportive team environment.
Key responsibilities
Financial Planning & Client Support
Support the delivery of holistic financial planning solutions covering protection, wealth accumulation, and legacy planning
Learn to conduct client fact-finding, needs analysis, and financial reviews under guidance
Assist in preparing financial proposals and advisory documentation
Build and maintain long-term client relationships through regular engagement
Business Development & Exposure
Participate in client engagement activities, workshops, and events
Learn client acquisition and relationship management through mentorship and team support
Collaborate with marketing and operations teams on outreach initiatives
Training, Licensing & Professional Development
Participate in structured training programmes and coaching sessions
Prepare for and complete required licensing examinations (CMFAS / RES modules)
Stay updated on product knowledge, regulatory requirements, and market developments
What You Will Gain
Structured onboarding and training to build a strong foundation in financial advisory
Mentorship and guidance from experienced wealth planners and leaders
Exposure to both client-facing and backend functions within the financial services industry
Professional development support for licensing and certifications
Opportunities for career progression, specialisation, and leadership development
Flexibility to plan and manage your own time while meeting professional responsibilities
Performance-based income with no fixed income ceiling, rewarding effort and results
A supportive team culture that encourages learning, growth, and ethical advisory practices
Requirements
Diploma/A level equivalent
Strong communication and interpersonal skills
Willingness to learn, self-motivated, and open to coaching
Comfortable engaging with people and building relationships
Interest in financial planning, personal finance, and professional services
Above 20, Local/Perm Resident
Win Advisors Pte Ltd was established in 2014 for the sole purpose of providing value added services to Financial Services Professionals through Business Support, Training Courses and Event Planning Services. Starting 2020, we extended our services by providing a co-working and seminar space for young, budding and aspiring entrepreneurs. We believe that one of the fundamentals of success is having an environment that stimulates ideas and promotes positive networking. This nurturing environment and our strive towards ‘growing together in excellence’ is how we can pave a sure path of success for our future generation of entrepreneurs!
Key responsibilities
Financial Planning & Client Support
Support the delivery of holistic financial planning solutions covering protection, wealth accumulation, and legacy planning
Learn to conduct client fact-finding, needs analysis, and financial reviews under guidance
Assist in preparing financial proposals and advisory documentation
Build and maintain long-term client relationships through regular engagement
Business Development & Exposure
Participate in client engagement activities, workshops, and events
Learn client acquisition and relationship management through mentorship and team support
Collaborate with marketing and operations teams on outreach initiatives
Training, Licensing & Professional Development
Participate in structured training programmes and coaching sessions
Prepare for and complete required licensing examinations (CMFAS / RES modules)
Stay updated on product knowledge, regulatory requirements, and market developments
What You Will Gain
Structured onboarding and training to build a strong foundation in financial advisory
Mentorship and guidance from experienced wealth planners and leaders
Exposure to both client-facing and backend functions within the financial services industry
Professional development support for licensing and certifications
Opportunities for career progression, specialisation, and leadership development
Flexibility to plan and manage your own time while meeting professional responsibilities
Performance-based income with no fixed income ceiling, rewarding effort and results
A supportive team culture that encourages learning, growth, and ethical advisory practices
Requirements
Diploma/A level equivalent
Strong communication and interpersonal skills
Willingness to learn, self-motivated, and open to coaching
Comfortable engaging with people and building relationships
Interest in financial planning, personal finance, and professional services
Above 20, Local/Perm Resident
Win Advisors Pte Ltd was established in 2014 for the sole purpose of providing value added services to Financial Services Professionals through Business Support, Training Courses and Event Planning Services. Starting 2020, we extended our services by providing a co-working and seminar space for young, budding and aspiring entrepreneurs. We believe that one of the fundamentals of success is having an environment that stimulates ideas and promotes positive networking. This nurturing environment and our strive towards ‘growing together in excellence’ is how we can pave a sure path of success for our future generation of entrepreneurs!
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