Part-Time Financial Advisors

Job Description

Not sure if financial advisory is your long-term path? That’s okay! Take the first step with a Part-Time Financial Advisor role at one of our partner firms and explore Singapore’s financial industry with zero pressure. This opportunity is perfect for students, recent graduates, and career switchers who want to gain real-world experience without a full-time commitment.

In this role, you’ll receive mentorship from industry experts, develop essential skills in wealth planning and client management, and earn an income while testing if this career aligns with your goals. Best of all, you’ll have the flexibility to balance work with studies or other commitments.

Discover the possibilities of financial advisory – learn, grow, and decide on your future while gaining hands-on experience in a dynamic industry.

Key Responsibilities

• Provide personalized financial advice to clients on insurance, investments, and retirement planning.
• Address client inquiries and objections with confidence and professionalism.
• Collaborate with mentors to develop strategies for client acquisition and retention.
• Stay updated on industry trends, regulatory changes, and product knowledge.
• Manage client relationships and ensure compliance with financial advisory standards.

Candidates We’re Looking For

• Fresh graduates, undergraduates, or part-time seekers with a passion for finance.
• Strong communicators.
• Self-motivated individuals with a results-driven mindset.
• Detail-oriented team players eager to learn and grow.
• Sales experience is advantageous but not required.
• Minimum qualification: GCE ‘A’ Levels, Diploma, or equivalent.
• Singaporeans/PRs only (MAS Regulations).

Suitable Professions for the Role

• Finance Professionals: Accountants, bankers, or auditors with existing knowledge of financial products and regulations, who can leverage their expertise part-time.
• Educators/Teachers: Those with who enjoy educating others and simplifying complex concepts.
• Retirees/Semi-Retired Individuals: Experienced professionals seeking purposeful work without full-time pressure, offering wisdom and ethical guidance.
• Stay-at-Home Parents: Individuals with finance backgrounds seeking flexible hours to balance family commitments.
• Legal/Tax Professionals: Lawyers or tax consultants with complementary expertise in estate planning or wealth management.
• Freelancers/Tech Professionals: Those in flexible careers (e.g., software developers, consultants) looking to diversify income while helping others.

Ideal part-time financial advisors in Singapore are those with financial expertise, a passion for education, and a stable primary income. By aligning with ethical firms and leveraging flexible structures, they can prioritize client needs without sales pressure, fostering trust and long-term financial wellness.

Why Join as a Part-Time Financial Advisor?

Skill Development

• Master financial analysis, risk assessment, and investment planning.
• Access to certifications and training programs (e.g., CMFAS modules).

Career Growth

• Pathway to full-time roles in finance, investment banking, or wealth management.
• Build a network with industry leaders and clients.

Flexibility

• Tailor your schedule around studies or personal commitments.
• Work in a supportive, hybrid environment (office/remote).

Social Impact

• Help clients secure their financial futures while managing your own goals.

How to Apply

1. For faster response, please contact us through WhatsApp and share the reasons why this role appeals to you.
2. We offer a flexible in-person interview tailored to your availability.
3. Begin your preparation with our comprehensive support – we’ll provide study materials, reimburse licensing costs upon successful completion, offer training classes if necessary, and guide you through the onboarding process.

Benefits

• CMFAS Insurance Exam mock papers and full sponsorship.
• Structured mentorship and coaching catered for part-time financial advisors.
• Access to financial planning tools and resources.
• Recognition for achievements and career advancement opportunities.

In a Nutshell

Starting as a part-time financial advisor while studying or working provides a solid foundation for future career growth. It opens doors to opportunities in finance, investment banking, and related fields while allowing you to gain real-world experience that complements your studies.

One of the key benefits is flexibility—you can balance this role with your education or other work commitments, making it an ideal way to gain experience without compromising your studies.

Beyond financial knowledge, you’ll develop essential skills such as communication, financial analysis, problem-solving, and relationship management—skills that are valuable across various career paths.

While the role requires dedication, hard work, and a willingness to learn, it offers a rewarding journey that can set you up for long-term success in the financial industry.