Financial Advisory Associate (Entry-Level | Training & Licensing Support Provided)
fort financial pte. ltd.
Job Description
At Fort Financial, we are building a team of driven individuals who are interested in developing a long-term career in financial planning and wealth advisory.
This is a structured career pathway where you will receive training, mentorship, and guidance to gradually build your own client portfolio within a regulated financial advisory environment.
You will gain real exposure to financial planning conversations and processes while developing the foundational skills required to grow into a licensed Financial Advisor.
No prior experience is required as full training and support will be provided.
Key Responsibilities
Engage with clients to understand their financial goals and needs
Support discussions on financial planning areas such as protection, savings, retirement, and wealth building
Assist in developing and maintaining long-term client relationships
Build and manage y...