Senior Financial Advisor

Wealth United Singapore Pte. Ltd.; Singapore; On-site; USD 60,000 - 100,000; Full time

Job summary

An established industry player invites you to embark on a rewarding journey as a Senior Financial Advisor. In this pivotal role, you will deliver high-level advisory services, mentor junior consultants, and shape strategic initiatives. With access to a comprehensive suite of financial solutions, you will manage a portfolio of high-net-worth clients while providing holistic financial planning across various domains. The company offers a competitive commission structure, leadership pathways, and a dynamic culture that fosters innovation and growth. If you're ready to redefine your career and make a meaningful impact, this opportunity is for you.

Benefits

Competitive commission structure

Performance-based bonuses

Leadership pathways

Priority access to high-value leads

Professional development programs

Dynamic and supportive culture

Qualifications

• 3-5 years of experience in financial advisory or wealth management.
• Proven track record in client servicing and financial product sales.

Responsibilities

• Manage and grow a portfolio of high-net-worth clients.
• Provide holistic financial planning and lead client acquisition initiatives.

Skills

Financial Advisory

Wealth Management

Client Servicing

Investment Strategies

Risk Management

Regulatory Compliance

Communication Skills

Leadership Skills

Education

MAS Certification (CMFAS M5, M9, M9A, HI)

Job description

Kickstart your teamleading journey as a Senior Financial Advisor

At Wealth United, we are committed to being a trusted one-stop platform for every individual, dedicated to providing unwavering support and guidance throughout every stage of life.

Respect, love, and trust stand as the highest priorities of our culture. We take pride in empowering our Wealth Managers to provide the best solutions for all our valued clients—because when our team thrives, so do the lives we touch.

Whether you’re seeking for a leadership role or a more rewarding career, Wealth United Singapore invites you to explore a fulfilling opportunity as a Senior Financial Advisor.

Employment Type: Full-Time

As a Senior Financial Advisor, you will play a pivotal role in delivering high-level advisory services, mentoring junior consultants, and shaping strategic initiatives. You will have access to a comprehensive suite of financial solutions across insurance, investment, estate planning, and wealth management platforms.

What You’ll Do:

• Manage and grow a portfolio of high-net-worth and mass affluent clients

• Provide holistic financial planning, including investment strategies, risk management, estate planning, and retirement solutions

• Lead client acquisition initiatives and identify new business opportunities

• Mentor and guide junior advisors and associates

• Stay updated with regulatory changes and financial market developments

• Contribute to strategic planning, training, or business development projects

Who We’re Looking For:

• At least 3–5 years of experience in financial advisory, wealth management, or financial planning

• Proven track record in client servicing and financial product sales

• Strong knowledge of insurance, investment products, and regulatory compliance

• MAS certification (CMFAS M5, M9, M9A, HI, and others as relevant)

• Excellent leadership, communication, and interpersonal skills

• Team player with a proactive and analytical mindset

Why Choose Wealth United:

• Competitive and transparent commission structure with performance-based bonuses

• Leadership pathways and opportunities to head advisory teams

• Priority access to high-value leads and strategic marketing support

• Customizable financial solutions from top-tier partners

• Professional development programs, certifications, and mentorship opportunities

• Dynamic and supportive culture that encourages innovation and growth

Ready to Redefine Your Career?

It’s never too late to take control of your future. Make the leap into a career that rewards you for helping others. Join Wealth United Singapore and transform lives—starting with your own.

Click Apply now with your resume and a short note about your career background: