Financial Consultant

Financial Consultant (Wealth Management)

Expand Your Advisory Practice with Polaris Advisory Branch 1 under PIAS

To Financial Services Professionals & Aspiring Financial Adviser Representative: Are you looking to build a more comprehensive, client-focused advisory career with greater opportunities to grow

You've done the hard work. You've built deep client trust through protection planning. But as your clients mature, their financial needs evolve beyond insurance—they ask about investments and wealth management strategy.

If you are in a work environment that limits the solutions you can offer, or you often have to say, I can't help you with that, because the available options do not fully meet your clients needs, it may be time to explore a broader platform.

It's time to upgrade your platform and transition from a product-centric agent to a true Wealth Management Consultant with Polaris Advisory Branch 1 (under PIAS).

Leadership That Understands Your Journey

We don't just preach the independent model; we walk it. Our branch is led by Edy Hartono, B.Eng, CFP®, IBF Fellow (Senior Financial Services Director).

Edy began his career in a traditional tied agency with Great Eastern Life before making the strategic move to PIAS in 2005. He knows exactly what it takes to successfully transition a protection-led practice into a thriving, multi-asset wealth advisory business.

A Culture of Elite Performance (Our 2025 Results)

When you switch platforms, you need to know the ecosystem that supports high performance. Polaris Advisory Branch 1 isn't just growing; we are leading the industry. In 2025, our branch achieved:

• Champion – Investments New Business
• 1st Runner Up – Total Sales
• 1st Runner Up – Life Insurance New Business
• 1st Runner Up – General Insurance
• Named under the Top 3 Large Branch of the Year category.

More importantly, our environment breeds individual success. Last year alone, our structured mentorship produced 2 Top of the Table (TOT), 3 Court of the Table (COT), and 8 Million Dollar Round Table (MDRT) qualifiers.

How We Expand Your Advisory Practice

By leveraging the open-architecture platform of Professional Investment Advisory Services Pte Ltd (PIAS)—one of Singapore's pioneering, MAS-licensed firms with 25 years of heritage—you will immediately scale your capabilities:

• Holistic Wealth Architecture: Advise seamlessly across protection, investments, retirement and legacy planning.
• A wide range of products: Access a vast, open network of financial partners and product providers to deliver the absolute best solutions for your clients.
• Higher Asset Retention: Keep their entire financial footprint within your practice.

Who We Are Looking For

We are looking for driven, ethical, and experienced professionals who want to build a more sustainable, long-term business:

• Existing insurance agents, financial consultants, or FA representatives.
• Proven track record in client relationship management and financial planning.
• Ambitious individuals eager to master investment frameworks and high-net-worth advisory.
• Fully CMFAS-certified (with a willingness to clear additional wealth management certifications where required).

The Transition Support Package

We minimize the friction of leaving a tied agency structure by offering:

• Highly Competitive Compensation: A lucrative model paired with strong performance-based rewards and incentives.
• Direct Practice Mentorship: 1-on-1 strategic guidance from Edy Hartono and senior elite producers to help you re-strategize your existing client approach.
• Advanced Tooling: Full access to PIAS premier fintech advisory tools, compliance support, and asset management platforms.
• Collaborative Freedom: A masterclass branch environment built on teamwork, continuous legal/regulatory updates, and flexible working structures.

Take Ownership of Your Practice

If you are ready to give your clients the unbiased, comprehensive advisory they deserve while skyrocketing your own career equity, let's talk.

I am an authorised Financial Adviser Representative from Polaris Advisory Branch 1, an authorised group of Financial Adviser Representatives from Professional Investment Advisory Services Pte Ltd.

PIAS Representative Name: [Edy Hartono] and MAS RNF No.: [EHX100039254].

Approval code: AA-130-EH-26-ADV