Remote Financial Advisor - Holistic Retirement Planning

Income Advisory Financial Advisers; Singapore; Remote; SGD 60,000 - 100,000; Full time

Job summary

Income Advisory Financial Advisers, formerly Infinitum Financial Advisory, offers a fully remoteFinancial Advisor role focused on holistic financial guidance. You will assess clients’ financial situations, identify goals, and recommend strategies and products while using digital tools for virtual consultations.

Responsibilities include preparing and presenting financial plans, monitoring progress toward retirement, investments, and protection objectives, and maintaining compliant client records.

Qualifications

• Strong financial planning and advisory capabilities to build client-centric plans.
• Solid knowledge of investments, risk management and retirement income strategies.
• Academic background in finance-related fields; CFP is an advantage.

Responsibilities

• Conduct virtual client consultations and present financial plans.
• Analyze client financial situations and identify goals.
• Monitor progress toward retirement, investment, and protection objectives.
• Maintain accurate client records and ensure regulatory compliance.
• Build and manage a remote advisory portfolio through regular reviews.

Skills

Financial Planning

Financial Advisory

Retirement Planning

Investment Knowledge

Risk Management

Portfolio Construction

Interpersonal Communication

Regulatory & Ethical Standards

Education

Finance/Economics/Business degree or diploma

CFP or equivalent certification (advantage)

Tools

Financial planning software

Digital collaboration tools

Job description

Income Advisory Financial Advisers, formerly Infinitum Financial Advisory, offers a fully remoteFinancial Advisor role focused on holistic financial guidance. You will assess clients’ financial situations, identify goals, and recommend strategies and products while using digital tools for virtual consultations.

Responsibilities include preparing and presenting financial plans, monitoring progress toward retirement, investments, and protection objectives, and maintaining compliant client records.