Financial Planner
Full-time
This role is suitable for mid-career professionals and graduates who are exploring a long-term career in financial advisory and are looking for structure, mentorship, and credibility — not hype or pressure selling.
Many of our successful advisers began as mid-career switchers with no prior finance background.
What You’ll Be Trained to Do
Deliver needs-based financial planning across protection, savings, investments, and retirement
Build long-term client relationships grounded in trust and professionalism
Learn a structured advisory process — not ad-hoc or aggressive selling
Develop skills through continuous coaching, reviews, and guided milestones
Who This Role Is Best Suited For
Individuals who enjoy conversations, problem-solving, and helping others make informed decisions
Those who value professionalism, integrity, and long-term career development
Career switchers or graduates seeking clear guidance and proper support, not trial-and-error
No prior experience in finance is required. Comprehensive training and mentorship are provided from day one.
What We Provide
A structured onboarding and training framework
Dedicated mentorship and progressive development roadmap
Financial allowance packages during the initial phase
Professional examination guidance and subsidies
Clear career pathways with long-term advancement opportunities
Important Note
This role is not suitable for individuals looking for quick commissions or short-term sales positions. It is designed for those committed to building a professional advisory career with accountability and support.
Next Step
Interested but not sure yet? Begin with a no-obligation career conversation to understand the role, training structure, and expectations — before deciding if it’s right for you.
Applicants must be Singapore Citizens or Permanent Residents.
Submit your resume to show your interest.
Shortlisted candidates will attend a 1-to-1 interview to learn about the role and benefits.
Chosen candidates receive study materials and take professional exams.
Pass the exams and officially join Ray Alliance as a registered Wealth Advisory Specialist.
About the company
Ray Alliance Financial Advisers Pte Ltd empowers individuals and families to take control of their financial future with confidence. With over 25 years of trusted experience in Singapore, we deliver clear, personalised financial advice that grows with you through every life stage. As an independent advisory firm, we offer access to a wide range of insurance, investment, and wealth solutions—always focused on what’s right for you, not just one provider. At Ray Alliance, we turn financial planning into a meaningful partnership that helps you protect what matters, grow your wealth, and live life with greater peace of mind.