Financial Advisor

Company Description

finexis, incorporated in 2005, is a Singapore-based financial advisory firm licensed by the Monetary Authority of Singapore, with assets under advisory of nearly S$2 billion. The firm is backed by over 1,000 financial consultants and support staff, as well as strategic partnerships with leading financial institutions offering a diverse portfolio of financial solutions. finexis serves as lifelong financial confidantes, addressing financial needs across all life stages. With a focus on clients unique goals and aspirations, finexis delivers broad-based solutions to create lasting positive impacts on lives beyond finance.

Role Description

This is a full-time, on-site Financial Advisor role based in Singapore. The Financial Advisor will work closely with clients to assess their financial situations, provide tailored financial planning, and develop strategies for investments, retirement planning, and wealth preservation.

Responsibilities include conducting client meetings, preparing detailed financial analyses, recommending suitable financial products, and maintaining long-term client relationships to meet their financial goals.

Why

• Clear positioning in holistic financial planning and social impact
• Backed by Finexis / institutional platform (strong compliance, operations, and infrastructure)
• Opportunity to build and shape your own team and culture
• Access to structured training, leadership development, and coaching
• Long-term pathway to senior leadership

Who Should Apply

• Senior consultants or managers who want full business ownership
• Leaders who want to build a scalable and sustainable team
• Individuals who value long-term impact over short-term sales

What You Get

• Competitive leadership and override compensation structure
• Full support in compliance, operations, training, and marketing
• A platform to build a long-term, sustainable advisory business