Job Description:

About the Role:

Join Magellan & Co. as a Financial Planner where you'll craft personalized wealth blueprints for clients-not just sell products. Ideal for detail-oriented professionals who love solving complex financial puzzles.

Key Responsibilities:
Analyze & Plan - Develop comprehensive strategies (retirement, tax, estate planning)
Client-Centric Approach - Build 10-15 year roadmaps for HNWIs/families
Collaborate with Experts - Work alongside tax/legal professionals
Stay Ahead - Research market trends to optimize plans

Why Join Us?
✅ Autonomy - Lead client relationships without sales pressure
✅ Growth - Sponsorship for CFP/ChFC certifications
✅ Impact - See your plans protect generations (e.g., funded educations, secured retirements)

Who We Want:

✔️ No experience? No problem! - This is your gateway into finance
✔️ Min. GCE 'A' Level/Diploma
✔️ Driven by growth - You wake up excited to learn something new
✔️ See challenges as opportunities - "I don't know yet" is your favorite phrase
✔️ Team player - You thrive when others succeed too

We especially love people who:

• Get energy from helping others win
• Believe financial freedom is for everyone (including you!)
• Want to turn "everyday learning" into lifelong earning

If you're nodding yes...
We'll teach you the rest!

Apply Now to transition from advisor to trusted strategist !

(Only shortlisted candidates will be contacted.)