Build a career helping people win with money
Great financial advisers aren’t born, they’re built. At Simply Wealth, we give you the structure, mentorship and client opportunities to grow from day one, whether you’re starting your first career, switching into something more meaningful, or bringing your sales skills to a profession where relationships pay off for years.
As a Financial Planner, you’ll help individuals and families grow, protect and plan their wealth for every stage of life.
What you’ll do
Meet clients and understand their goals, cash flow and concerns
Analyse their financial portfolios holistically and identify gaps
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
Build long-term relationships and support clients as their lives change
Learn and grow through mentorship, structured training and regular team coaching
Who we’re looking for
Fresh graduates:
You don’t need finance experience. If you’re curious, coachable and driven to build something of your own, we’ll teach you the rest.
Career switchers:
Bring your work experience, maturity and people skills. Teachers, engineers, executives and service professionals have all become strong advisers because they know how to listen and build trust.
Sales professionals:
If you can build rapport, handle objections and keep going after a “no”, you already have the foundation. Here you’ll apply those skills to advisory work built on long-term relationships and repeat referrals.
Requirements
Minimum diploma in any discipline (degree preferred)
Strong communication and interpersonal skills
Self-motivated, goal-oriented and eager to learn
Willingness to obtain the required MAS licensing (we guide you through it)
What you’ll get
Income and rewards
Basic salary plus commission, incentives and monthly bonuses
Establishment Allowance: up to 24 months of support for qualifying candidates
Overseas incentive trips and recognition for top performers
Training and mentorship
1-on-1 personalised mentorship and dedicated career development
Structured training on ETFs, structured notes and comprehensive financial planning
Leads and a client base provided so you can start building from day one
Career growth
A clear, defined path from consultant to leadership roles
Lifestyle and culture
Hybrid work arrangements and flexible hours
Full medical and dental coverage
A modern office in a prime location with a social, collaborative team and regular team events
About Simply Wealth
We believe great financial advisers are built, not just hired. Simply Wealth is a vibrant, growing and supportive team that invests in your success, because when you grow, our clients and our team grow with you.
About us
We specializes in High Net Worth solutions (HNW), Wealth Accumulation strategies, and comprehensive Insurance Protection.
We also excel in Legacy and Estate Planning, providing services like Will Writing, Trusts, and Lasting Power of Attorney (LPA) to safeguard your family’s future.
Additionally, we empower aspiring professionals with Career Development opportunities in the financial services industry.