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Are you someone who is self-motivated, enjoys working in a collaborative team environment? We want you!

Financial Consultant
Full-time

on 2022-11-25

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Are you someone who is self-motivated, enjoys working in a collaborative team environment? We want you!

Full-time
Full-time

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Zhe Yuan

Executive Senior Manager @ Planners Inc Connect with me! - Linkedin - https://www.linkedin.com/in/zheyuanzhang-/ - Instagram - https://www.instagram.com/zheyuanzy/?hl=en “The most costly mistake one could make in their financial journey is never starting at all.” Knowing how daunting managing your own finances can be, it’s my passion and life’s mission to ensure my clients sleep peacefully at night. I do so by ensuring your finances are optimized, with every single dollar allocated efficiently, and every major decision made strategically. I’ve grown my clientele base by doing what I do best - Building & maintaining close relationships for the lifelong journey ahead. When I say lifelong, I mean it too. With me, you will get a personalised experience that suits your needs and goals, no matter how grand or modest it may be! I’m currently six years into running my advisory practice. This is my biggest takeaway: Learning NEVER stops! I love learning, and I always try to use that to my advantage, ensuring I am up to date with the latest trends and topics to maintain financial fluency in our dynamic economy. On that note, I am always on the hunt for people who would make up my dream team! If you are a like-minded spirit with a passion for helping others in their financial well-being, I would love to have a chat!

Planners Inc's members

Executive Senior Manager @ Planners Inc Connect with me! - Linkedin - https://www.linkedin.com/in/zheyuanzhang-/ - Instagram - https://www.instagram.com/zheyuanzy/?hl=en “The most costly mistake one could make in their financial journey is never starting at all.” Knowing how daunting managing yo...

What we do

Planners Inc is a group of financial consultants representing Great Eastern Financial Advisers.

Why we do

People are at the heart of what we do. Our consultants have 3 key responsibilities to our clients 1. Reduce stress and worries on their wealth journey 2. Achieve financial freedom in the most efficient manner 3. Enable Happiness and more time with loved ones

How we do

Financial advisory is nothing new, but at Planners Inc, we pride ourselves as an agency that truly cares for our people, empowering our team to Do Well by Doing Good. Licensed on a proven platform with superior systems and processes put in place, our consultants can and have built successful, sustainable and enjoyable practices.

As a new team member

We are actively recruiting people who are self-motivated and keen to build their own businesses, earning based on their hard work. If you are someone who is self-motivated, enjoys working in a collaborative team environment and is keen to do meaningful work to help people, we want you! At Planners Inc, we help our clients using the economics of personal wealth to ensure efficient allocation of their resources, while taking care of any “What-Ifs” that life throws at them, ultimately to get them to retirement as soon as possible. What Sets Us Apart Financial advisory is nothing new, but at Planners Inc, we pride ourselves as an agency that truly cares for our people, empowering our team to Do Well by Doing Good. Licensed on a proven platform with superior systems and processes put in place, our consultants can and have built successful, sustainable and enjoyable practices. What support will you get? We have a Winning Formula and our results don’t lie. Our people, environment, culture and standards have stood the test of time. To help you achieve your career and personal goals, our whole agency is here to back you up. Throughout your journey, you will receive mentorship and guidance to achieve mastery in financial planning and obtain your Certified Financial Planner certification. Your personal development matters to us. We will provide you with the opportunities and resources not only to grow in your career but also to grow as a person. Want to be at your child’s soccer game on a Tuesday afternoon, or travel to JB on weekdays to avoid the weekend jam? You decide! At Planners Inc, you take control of how and where you work. Connect with me! Whether you are a recent graduate, looking for a mid-career switch, or just looking to learn more about the work we do here at Planners Inc, feel free to click "I'm Interested" to chat today!

What we do

Planners Inc is a group of financial consultants representing Great Eastern Financial Advisers.

Why we do

People are at the heart of what we do. Our consultants have 3 key responsibilities to our clients 1. Reduce stress and worries on their wealth journey 2. Achieve financial freedom in the most efficient manner 3. Enable Happiness and more time with loved ones

How we do

Financial advisory is nothing new, but at Planners Inc, we pride ourselves as an agency that truly cares for our people, empowering our team to Do Well by Doing Good. Licensed on a proven platform with superior systems and processes put in place, our consultants can and have built successful, sustainable and enjoyable practices.

As a new team member

We are actively recruiting people who are self-motivated and keen to build their own businesses, earning based on their hard work. If you are someone who is self-motivated, enjoys working in a collaborative team environment and is keen to do meaningful work to help people, we want you! At Planners Inc, we help our clients using the economics of personal wealth to ensure efficient allocation of their resources, while taking care of any “What-Ifs” that life throws at them, ultimately to get them to retirement as soon as possible. What Sets Us Apart Financial advisory is nothing new, but at Planners Inc, we pride ourselves as an agency that truly cares for our people, empowering our team to Do Well by Doing Good. Licensed on a proven platform with superior systems and processes put in place, our consultants can and have built successful, sustainable and enjoyable practices. What support will you get? We have a Winning Formula and our results don’t lie. Our people, environment, culture and standards have stood the test of time. To help you achieve your career and personal goals, our whole agency is here to back you up. Throughout your journey, you will receive mentorship and guidance to achieve mastery in financial planning and obtain your Certified Financial Planner certification. Your personal development matters to us. We will provide you with the opportunities and resources not only to grow in your career but also to grow as a person. Want to be at your child’s soccer game on a Tuesday afternoon, or travel to JB on weekdays to avoid the weekend jam? You decide! At Planners Inc, you take control of how and where you work. Connect with me! Whether you are a recent graduate, looking for a mid-career switch, or just looking to learn more about the work we do here at Planners Inc, feel free to click "I'm Interested" to chat today!
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