Wealth Planning Consultant
Wealth Planning Consultant
Job Details
Vacancies
1 position
Experience Required
No experience required
Job Description
If you’ve ever wanted a career that is both meaningful and financially rewarding while remaining aligned with your values,this may be for you.
You will be trained to help individuals and families plan their finances in a way that is:
• Clients’ best interest
• Ethical and purposeful
• Grounded in real-life needs and communityimpact
This includes areas such as:
• Family protection and investment planning
• Family and estate considerations
• Retirement and education planning
• Wealth preservation for families and business owners
You will be supported by one of Singapore’s largest independently owned financial advisory platform and trained through our client-centered financial planning ecosystem, combining both technical knowledge and practical advisory experience.
This role is suitable for individuals who:
• Want a meaningful career
• Enjoy helping people and building relationships
• Want flexibility while still building a meaningful income
• Are curious about personal finance and ethical wealth planning
• Want to contribute positively to the community
Fresh graduates and career switchers are welcome.
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Response Reality Check
AGRACE PTE. LTD.
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