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.
