Financial Consultant

finexis advisory Pte Ltd; Singapore; On-site; SGD 60,000 - 90,000; Full time

Job summary

finexis advisory Pte Ltd's Impact Wealth Advisory (IWA) invites you to an entrepreneurial financial advisory career where you can build your own client base, develop a sustainable practice, and grow while making a difference in clients' lives.

As part of IWA, you will join an exclusive group of financial consultants with access to an established platform, training, mentorship, and a broad range of financial solutions to support your clients' needs.

Qualifications

• Interest in building a sustainable financial advisory practice.
• Willing to learn and grow professionally; ethical and responsible.
• Regulatory, competency and fit-and-proper requirements for appointment as a financial advisory representative.

Responsibilities

• Understand clients' financial goals, needs and priorities and develop strategies.
• Provide advice across protection, wealth accumulation, retirement and estate planning.
• Build and manage long-term client relationships and grow your own practice.
• Participate in financial education and social impact initiatives.

Skills

Entrepreneurial mindset

Relationship building

Financial planning

Client acquisition

Regulatory compliance

Job description

Build Your Practice. Grow With Purpose. Create Impact.

Impact Wealth Advisory (IWA) is looking for individuals who want more than just a job.

This is an entrepreneurial financial advisory career where you can build your own client base, develop a sustainable advisory practice, and grow professionally - while making a meaningful difference in the lives of the people you serve.

As part of IWA, an exclusive group of financial consultants under finexis advisory Pte Ltd, you will have access to an established advisory platform, training, mentorship and a broad range of financial solutions to support your clients' needs.

What You’ll Do

• Understand clients' financial goals, needs and priorities
• Develop suitable financial planning strategies and recommendations
• Provide advice across areas such as protection, wealth accumulation, retirement and estate planning
• Build and manage long-term client relationships
• Develop your own client base and advisory practice
• Participate in IWA's financial education and social impact initiatives
• Maintain professional and regulatory standards in all advisory activities

Why IWA?

1.Entrepreneurial Career

Build your own advisory practice and develop a long-term client base with the support of an established financial advisory platform.

2.Holistic Financial Planning

Go beyond individual products and help clients understand the bigger picture of their financial lives.

3.Create Meaningful Impact

We believe financial advisory should improve lives. IWA actively supports financial education, community initiatives and social impact projects.

4.Training & Mentorship

Receive structured training, coaching and practical support as you develop your advisory capabilities and business.

5.Growth Opportunities

Build towards different career pathways, including becoming an experienced adviser, developing specialized markets, or progressing into leadership and team-building roles.

Who We’re Looking For

We welcome individuals who are:

• Entrepreneurial and self-driven
• Passionate about helping people
• Comfortable building relationships and developing new business
• Willing to learn and grow professionally
• Ethical, responsible and committed to doing what is right for clients
• Interested in building a meaningful long-term career

Candidates must meet the applicable regulatory, competency and fit-and-proper requirements for appointment as a financial advisory representative.

Your Career Can Be More Than Your Income.

At IWA, we believe success should be measured not only by what you build for yourself, but also by the impact you create for others.

If you are looking for an entrepreneurial career where business, financial planning and purpose come together, we would like to meet you.