Financial Advisory Associate (Entry-Level | Training & Licensing Support Provided)

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 your personal client portfolio under guidance

• Apply structured advisory processes in a professional and compliant manner

• Participate in training sessions, workshops, and ongoing development programmes

Why Join Fort Financial

• Flexible working arrangement with autonomy over your schedule (subject to progression and performance)

• Performance-based income structure with uncapped earning potential

• Structured training and mentorship programme provided

• Full operational and administrative support

• Clear career development pathway in financial advisory

• Exposure to real client advisory work and financial planning cases

• Supportive, growth-oriented team culture

Who We Are Looking For

• Singapore Citizens or Permanent Residents (due to regulatory requirements)

• Diploma or Bachelor’s degree holders from any discipline

• Fresh graduates and mid-career switchers are welcome

• Strong communication and interpersonal skills

• Self-motivated, disciplined, and willing to learn

• Comfortable with a performance-based career structure

• Interest in finance, business, or client-facing roles is an advantage

Training & Licensing Support

We provide structured support to help you complete MAS-required CMFAS examinations (M5, M9, M9A, HI), along with onboarding training to support your transition into a licensed Financial Advisor.

About Fort Financial

Fort Financial is a financial advisory practice focused on developing professionals who are committed to delivering client-centric financial planning solutions.

We believe in building careers through structured training, mentorship, and real-world advisory exposure in a supportive environment.

Apply Now

If you are looking for a career that offers growth, flexibility, and meaningful client impact, we welcome your application.

Shortlisted candidates will be contacted for the next steps.