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Does the idea of being your own boss and having financial freedom seem tempting to you? If it does, this is the job for you! No more 9-5 jobs, you are able to dictate your own life the way you want, with you being able to focus all your efforts on achieving your full potential. We also offer top notch training for planners to be successful in the industry. Being a part of Julian Lee & Associates gives you the earning capability you have always dreamed of.

  Job Description 


  • Conducting in-depth reviews of clients' financial circumstances, current provision and future aims

  • Support in sales and marketing activities

  • Assist in customer acquisition / Assisting clients to make informed decisions

  • Planning and execution for new business development

  • Attend all meetings and trainings provided internally and externally


​ Successful Candidates will be trained through three phases
  • Sales, Customer Service, Marketing and Professional Responsibilities

  • Tax and Estate Management

  • Investment Planning


​ Remuneration/Benefits


  • Attractive fees and commission for referrals and contracted trainees

  • Contracted trainee would be entitled to existing Company's benefits

  • Incentive trips to places around the globe

  • Endless resources and support from our team of mentors

  • Well structured and proven career development programme



  Job Requirements 


  • Fresh Diploma and University graduates

  • Minimum Qualification: Diploma subjected to approved institution

  • Possess good communication and interpersonal skills

  • Singaporean and PR only

  • Candidates with sales/financial advisory experience will have an added advantage











Financial Planner


Financial Consultant

Young Entrepreneur Scheme (YES)

  • Monthly Allowance + Commission

  • Attractive Commission Scheme

  • Upcapped Half Yearly and Annual Bonuses

  • Flexible Working Hours

  • Fast Career Advancement (Average from Junior to Executive in a Year)

  • Travelling Opportunities