Senior Financial Advisor

Responsibilities

• Build and manage long‑term client relationships
• Understand clients' financial goals and protection needs
• Provide suitable financial planning and advisory solutions across protection, wealth accumulation, retirement, and legacy planning
• Grow a personal client portfolio through networking, referrals, and relationship management
• Maintain ongoing client servicing and reviews
• Participate in training, coaching, and team development activities
• 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
• Why Join This is an opportunity to be part of a growing, performance‑driven team with a sustainable advisory business model. Advisors benefit from long‑term relationships, continuous learning, and strong team support.
• Next Step If you are an experienced Financial Advisor looking for a high‑support, high‑performance environment, apply through Recruit123 for a confidential discussion.
• Lian Cher Chieh
• UEN: 202511044R
• License No.: 25C2810
• EA Registration No: R1217705

Additional Information

Senior Financial Advisor (Recruit123 - Hiring on behalf of client) About the Role Recruit123 is supporting a high‑performing Financial Advisory unit in Singapore to expand its team. This unit has consistently produced top performers and is on track for full MDRT qualification in 2026. We are seeking experienced Financial Advisors who want a stronger support structure, proven lead generation, and a collaborative team culture.

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