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Wealth Advisor

Salary undisclosed

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Company Description

Summit Planners Pinnacle, established in 2000, is a team of consultants in Singapore specializing in global estate planning and wealth management solutions. We help clients organize their assets for future generations with tax benefits and safeguards in place, inspired by an extraordinary vision. Join us and be part of #thepinnacleadvantage.

Role Description

This is a full-time hybrid role for a Wealth Management Advisor at Summit Planners Pinnacle. As a Wealth Management Advisor, you will be responsible for financial planning, retirement planning, investments, and providing wealth management services. This role is based in Singapore with flexibility for remote work.

Qualifications

  • Financial Planning and Investments expertise
  • Retirement Planning and Finance skills
  • Wealth Management Services knowledge
  • Strong analytical and problem-solving abilities
  • Excellent communication and interpersonal skills
  • Relevant certifications such as CFP or CFA are a plus
  • Bachelor's degree in Finance, Economics, or related field