Financial Wellness Strategist + Welcome Bonus

Job Title: Financial Wellness Strategist

Location: Singapore (Flexible Work Arrangement)

Salary: $3,500 – $5,000 per month (commensurate with performance) + Uncapped Earning Potential

Welcome Bonus: $1,500++

Company Overview

Financial services firm dedicated to empowering individuals and families to achieve long-term financial security. The team operates with a culture of continuous learning, mutual support, and professional excellence. Provide the tools, training, and flexibility necessary for our advisors to build meaningful careers while maintaining a healthy work-life balance. As continue to expand presence in Singapore, we are seeking purpose-driven individuals to join in redefining what it means to offer financial counsel.

Position Overview

We are looking for a Financial Wellness Strategist to guide individuals and families in achieving their financial goals through practical advice on wealth building, protection, and future planning. This is a people-focused role that values strong communication, a learning mindset, and a desire to help others. No prior finance experience is needed, full training is provided. Fresh graduates, career switchers, and those re-entering the workforce are all welcome. This opportunity offers flexibility, purpose, and a clear path for growth.

Key Responsibilities

Conduct thorough consultations with clients to understand their current financial status, goals, and concerns.

Develop personalized financial strategies that align with each client’s short-term needs and long-term aspirations.

Provide clear, jargon-free explanations of financial products and concepts to help clients make informed decisions.

Assist families in designing protection plans to safeguard their income, assets, and loved ones against unforeseen events.

Guide clients through investment options suitable for their risk tolerance and life stage.

Build and maintain long-term relationships with clients by offering ongoing support and periodic reviews of their financial plans.

Stay updated on industry trends, regulatory changes, and market developments to serve clients with current and relevant advice.

Collaborate with team members to share insights, best practices, and resources that enhance overall service quality.

Manage your schedule effectively to balance client meetings, administrative tasks, and professional development activities.

Uphold the highest ethical standards and compliance with all relevant financial regulations.

Qualifications

Minimum qualification: Diploma, or equivalent.

Strong interpersonal skills with the ability to connect with people from diverse backgrounds.

Self-motivated and disciplined, with the capacity to work independently.

A problem-solving mindset and a genuine interest in helping others achieve financial well-being.

Willingness to undergo structured training and pursue relevant certifications (fully supported by the firm).

No prior financial industry experience is necessary; we value attitude and aptitude over background.

Competitive Compensation: A transparent and rewarding income structure that includes a base salary range, performance-based commissions, and a $1,500 joining bonus.

Flexible Work Environment: Design your own work schedule and enjoy the autonomy to manage your time effectively.

Comprehensive Training: A structured training program that covers financial planning fundamentals, product knowledge, sales techniques, and client relationship management.

Career Progression: Clear pathways for professional growth, with opportunities to advance into leadership, specialist, or management roles.

Supportive Culture: A collaborative team environment where mentorship and peer support are actively encouraged.

HOMIE TRUST PTE. LTD. (EA License 26C3314)

CHU HUI TYAN (Reg No: R26160235)