Hybrid Financial Advisor: Build Lasting Wealth Plans

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

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.