Financial Advisor

Advisors Alliance Group; Singapore; Hybrid; SGD 60,000 - 100,000; Full time

Job summary

Advisors Alliance Group in Singapore is seeking a full-time Financial Advisor to deliver comprehensive financial guidance to individuals and businesses, in a hybrid work setting. The role emphasizes personalized planning and ongoing client engagement.

You will assess client needs, design tailored plans across insurance, investments, retirement, and protection, and conduct regular reviews to ensure goals stay on track while maintaining regulatory compliance and ethical standards.

Qualifications

• Strong foundation in Financial Planning and Financial Advisory.
• Knowledge of finance and investments, portfolio construction, and wealth concepts.
• Experience or training in Retirement Planning with estate considerations.
• Academic background in finance, business, economics; CFP/CFA/ChFC advantageous.
• Excellent analytical, numerical, and problem-solving skills; attention to detail.

Responsibilities

• Assess client needs and analyze financial situations.
• Develop tailored financial plans for individuals and businesses.
• Guide clients on insurance, investments, retirement, and protection.
• Review plans regularly to ensure alignment with client goals.
• Build and maintain long-term client relationships.

Skills

Financial planning

Financial advisory

Retirement planning

Portfolio construction

Wealth management

Communication skills

Regulatory compliance

Time management

Education

Finance degree

CFP/CFA/ChFC

Job description

Company Description

Advisors Alliance Group (AAG) is a Singapore-based financial services firm founded on lasting values, long-term thinking, and responsible advice. For over four decades, AAG has served individuals, families, and companies that value integrity, compassion, and competence in their financial advisors. With over 1,000 advisors, more than 50,000 clients, and S$37B sum assured under care, the firm demonstrates scale, stability, and continued growth. AAG emphasizes that every advisor, every client, and every dollar insured matters, reflecting a strong commitment to meaningful and ethical work. Advisors Alliance Group is an authorised representative of AIA Financial Advisers Private Limited (Reg. No. 201715016G).

Role Description

This is a full-time Financial Advisor role based in Singapore, structured as a hybrid position with both in-office and work-from-home flexibility. The Financial Advisor will provide comprehensive financial advice to individuals and businesses, including assessing client needs, analyzing financial situations, and recommending suitable solutions. Daily responsibilities include developing tailored financial plans, guiding clients on insurance, investment, retirement, and protection strategies, and conducting regular reviews to ensure plans remain aligned with clients’ goals. The role also involves building and maintaining long-term client relationships, preparing clear documentation, staying up to date on market and regulatory developments, and collaborating with internal teams to deliver consistent, client-focused service.

Qualifications

• Strong foundation in Financial Planning and Financial Advisory, with the ability to design holistic, client-centric solutions.
• Knowledge of Finance and Investments, including risk assessment, portfolio construction, and wealth management concepts.
• Experience or training in Retirement Planning, with an understanding of long‑term income, protection, and estate considerations.
• Relevant academic background in finance, business, economics, or a related field; professional certifications (e.g., CFP, CFA, ChFC) are an advantage.
• Excellent analytical, numerical, and problem‑solving skills, with attention to detail and sound judgment.
• Clear and confident communication skills, with the ability to explain financial concepts in an accessible manner and build trust with diverse clients.
• High integrity, professionalism, and commitment to regulatory compliance and ethical advisory practices.
• Ability to work both independently and collaboratively in a hybrid environment, with strong time management and self‑motivation.