Investment

My Planning agency (Providend) is on the lookout for an Affiliate Adviser. You may match the Job

My colleague Jia Ling is leaving us primarily as a result of she is leaving Singapore for a time frame.

I spent a few of my lunch and work time along with her and located that her vitality, enthusiasm have rubbed off on lots of us. Not simply that, as I have to make sense of the monetary planning course of, I turned to her so much.

So now we’ve a troublesome job to interchange her.

As my readers, I suppose you are usually a extra monetary savvy bunch. 

You perceive why we have to handle our cash nicely and managed to create wealth basis for yourselfYou have began accumulating your wealthYou like diving deeper into the matter of wealth administration, safety and accumulationYou are the useful resource to your buddies every time the matter of cash comes up You talk nicely with your folks, colleagues and current your ideas and topics nicely

Principally, you drank from the identical cash juice as myself, however you might be higher with folks, and talk higher.

A few of you may see your self leaving your present job, which you might be

much less enthusiastic aboutor going nowhere, for a job that matches your curiosity higher. 

If that is so, then this place is likely to be appropriate for you.

The Adviser Affiliate Function

For many who aren’t household with my agency, Providend is the primary fee-only monetary advisory agency and probably nonetheless the one one (there are a couple of fee-based one round although).

We serve excessive web value purchasers by being efficient stewards of their wealth, serving with integrity.

Among the nature of the place:

The place is a salaried placeYou don’t want to generate your personal leadsYou’ll help the Senior Consumer Advisers in getting ready numerous monetary experiences and monetary plans for the purchasersMeet potential purchasers with Senior Consumer Advisers To ultimately get licensed, and work in the direction of changing into a full fledged Consumer AdviserOur workplace is in Duxton Hill in Tanjong Pagar

Listed here are a number of the necessities:

As we’re changing Jia Ling and wish to stability issues , we’re taking a look at hiring a feminine affiliate adviserWhat I discussed above in the beginning (#1 to #6) and like to do this to your careerDiploma / Bachelor Diploma in Finance & Banking / Commerce / Economics1 12 months related expertise in some methods of monetary planning is most well-liked Should you do not need the related diploma or expertise, present us your ardour for monetary planning and the way passionate to do that

If this affiliate adviser function suits what you might be on the lookout for, you possibly can electronic mail your cowl letter, portfolio and resume to them at [email protected].

You too can electronic mail me at [email protected] or Telegram me @kyith to ask questions for extra info.

I used to say “I don’t get something out of this”.

Now, it’s I get to work with you!

If you’re already a commissioned adviser, with an inventory of purchasers, however wish to transitioned to grow to be one on a fee-only framework, it’s also possible to contact me immediately.

I could possibly put you thru to my boss Chris or Evelyn to debate the nuances whether or not that’s doable at all.

Do Like Me on Fb. I share some tidbits that isn’t on the weblog put up there typically. You too can select to subscribe to my content material by way of electronic mail under.

Listed here are My Topical Sources on:

Constructing Your Wealth Basis – If you recognize and apply these easy monetary ideas, your long run wealth needs to be fairly nicely managed. Discover out what they areActive Investing – For the energetic inventory traders. My deeper ideas from my inventory investing experienceLearning about REITs – My Free “Course” on REIT Investing for Learners and Seasoned InvestorsDividend Inventory Tracker – Monitor all of the frequent Four-10% yielding dividend shares in SGFree Inventory Portfolio Monitoring Google Sheets that many loveRetirement Planning, Monetary Independence and Spending down cash – My deep dive into how a lot it’s worthwhile to obtain these, and the alternative ways you will be financially free

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