Planners Inc is a financial advisory practice, representing the leading financial institution in South East Asia. We are a trusted adviser to successful professionals and business owners. We are also a founding partner of The Confidant Group, one of the leading agency alliances in Singapore.
We tackle and solve 2 of the biggest challenges a professional faces in daily life today.
One, limited resources. It's the economics of personal wealth, limited resources, unlimited wants.
We at Planners Inc help successful professionals and business owners achieve efficient and effective allocation of their financial resources. With our Financial Waterfall Money Management Methodology, we help you balance current consumption with delayed gratification and turn your worries about the future into certainty. We accelerate getting you to that stage in life, where you work because you choose to, not because you have to; and where you spend time and money doing the things you love, with the people you love.
Two, finding great satisfaction and deep meaning and fulfilment in the work that you do.
We at Planners Inc are obsessed about personal and professional growth. We help people figure out their purposes in life. We help our clients and associates achieve not just success, but fulfilment. And with our Financial Planning and Personal Development expertise, we enrich and enhance lives .
We are also on a mission and crusade to "evangelise" the meaningful and right way of financial planning as advisers. We believe that our's is not a sales career, but a service one; where enduring and meaningful relationships are forged best by rendering competent advice, recommending tailored solutions and delivering dedicated service.
The Opportunity
As a fresh graduate or someone with less than a year experience, you are very excited to find the right job out of college. You realize that, at this point, having a degree is not enough. Currently, you have been searching high and low for job opportunities requiring little to no experience, that still fulfills your aptitude for communication.Can you relate to the above description? If yes, Planners Inc wants you to join their team as a Graduate Associate!You’ll work closely with and be mentored by our Senior Advisers who will equip you with the necessary strategic, analytical and interpersonal skills that will help you excel as a Graduate Associate.
We focus a lot on professional and even more on personal development. We will coach you on goal setting and how to turn your dreams into a strategic plan. Here at Planners Inc, we dare to dream big because we know how to achieve those dreams and we want to pass that knowledge onto you.
Are you ready to hone your existing skill set? Apply now to be a part of the Planners Inc team today!
What You Will Learn
What it takes to be a CEO in 8 Years
Did you know: One of our Directors became a Manager even before he graduated? That’s the level of growth and leadership training we will promise to you! We will impart our knowledge and expertise - what it takes to be successful in this career, how to lead a team, and most importantly, how to lead a company - to groom you into a trailblazer in this industry.
Wealth management, investment planning & risk analysis
What’s a leader without knowledge and mastery of the right tools at his / her disposal? Anyone can learn about the different tools for financial planning, but we don’t want you to just be anyone. We want you to be someone who is able to master this information because your clients will be counting on you to provide them with sound management and investment advice.
The art of selling yourself and your ideas
Whether you’re talking to your colleagues, your clients or even your friends, you’re constantly selling yourself and your ideas. And the key to this is developing your communication and interpersonal skills - from the art of persuasion and negotiation to building rapport and trust with whoever you’re talking to - you’ll have plenty of opportunities to hone your skills in these areas as you interact with clients from all walks of life!
Personal Growth
Contributing to the growth of the company is important, but your personal growth has the utmost importance. At the end of the day, we want to groom talent who not only has mastered the art of selling but also has the passion and drive to be a lifelong coach. If you think about it, there’s really no difference between a Management Associate and a Teacher; we teach, we guide and we make sure you attain good results.
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