Senior Financial Advisor

Responsibilities

• Develop and maintain meaningful long-term relationships with clients.
• Identify and understand clients' financial objectives, concerns, and protection requirements.
• Deliver personalised financial planning and advisory recommendations covering protection, wealth growth, retirement preparation, and legacy planning.
• Expand and manage a personal client portfolio through networking, referrals, and effective relationship-building strategies.
• Provide continuous client servicing, regular reviews, and ongoing financial support.
• Take part in training programmes, coaching sessions, and team development initiatives.
• Who We're Looking For
• Minimum 2 years of experience as a Financial Advisor
• Relevant FA licenses (or willingness to obtain)
• Polytechnic Diploma or Degree (as per regulatory requirements)
• Strong interpersonal and communication skills
• Self-driven, motivated, and comfortable in a performance-based environment
• Singaporeans only
• What's Provided
• Structured training and mentorship
• Administrative and backend support
• Guidance from experienced leaders
• Flexible career progression pathway
• Collaborative, growth-oriented team environment
• Benefits Scheme
• Monthly bonus schemes (Will let the client speak to you more about this)
• Additional incentives on top of base income
• Incentive trips for top performers
• Unique Perks
• Dedicated full-time social media staff generating qualified leads
• Strong managerial support to fast-track MDRT qualification
• Proven track record of producing top rookies and top FAs
• By applying, you consent that the contents of your CV and answers in the form will be processed for the purpose of job matching.

Additional Information

To apply or find out more, please contact Leong Jia Wei (Reg No: R25157456) jiawei@placement.com.sg I also carry various other Financial Advisor (FA) roles of different experience/seniority levels; please browse our Company Page to find out more. https://www.mycareersfuture.gov.sg/companies/placement-professionals-53226217D We are a results-driven Financial Advisory team based in Singapore that is expanding our growing group of professionals. Our team has a strong history of developing high achievers and is progressing towards full MDRT qualification in 2026. We are looking for experienced Financial Advisors who value a structured support system, reliable lead generation opportunities, and a collaborative working environment. This is an opportunity to join a growing and performance-focused team with a sustainable advisory approach. Advisors will benefit from building lasting client relationships, continuous professional development, and strong support from the wider team.

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