Financial Consultant – Build Your Own Advisory Practice
finexis advisory Pte Ltd · Singapour
Job description
About the role
Impact Wealth Advisory (IWA) is seeking motivated individuals to join an entrepreneurial financial advisory career. You will build your own client base, develop a sustainable practice, and make a meaningful impact on clients' financial lives.
Key responsibilities
- Understand clients' financial goals, needs and priorities.
- Develop and present tailored financial planning strategies.
- Provide advice across protection, wealth accumulation, retirement and estate planning.
- Build and maintain long‑term client relationships.
- Grow your own advisory practice with support from IWA’s platform.
- Participate in financial education and social impact initiatives.
- Ensure compliance with professional and regulatory standards.
Required profile
- Entrepreneurial and self‑driven mindset.
- Passionate about helping people achieve financial goals.
- Strong relationship‑building and business development skills.
- Willingness to learn, grow professionally and uphold ethical standards.
- Meets regulatory, competency and fit‑and‑proper requirements for a financial advisory representative.
Required skills
What we offer
- Access to an established advisory platform, training and mentorship.
- Holistic financial planning approach beyond single products.
- Opportunities for social impact through community initiatives.
- Clear career pathways toward senior advisory, specialization or leadership roles.
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Published 1 month ago
Expires 3 weeks from now
45 views · 0 interested
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finexis advisory Pte Ltd
Singapour