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Holistic Financial Advisor

Holistic Financial Advisor

the financial astronaut
Fresher
  • Posted 13 hours ago
  • Be among the first 10 applicants

Job Description

Company Description The Financial Astronaut is a growing advisory practice recognized in regional media, having been featured on platforms such as AsiaOne, MustShareNews, and Yahoo Finance. The firm focuses on empowering clients to make informed, confident decisions about their finances through holistic and personalized advice. Operating out of Singapore, The Financial Astronaut serves a diverse clientele with varying life stages and financial goals. Team members are encouraged to combine technical expertise with empathy, clear communication, and long-term client relationships.

Role Description This is a full-time Holistic Financial Advisor role based in Singapore, structured as a hybrid position with both in-office and work-from-home arrangements. The advisor will conduct comprehensive financial reviews, assess client goals, and develop tailored strategies covering areas such as cash flow management, investments, insurance, and retirement planning. Day-to-day responsibilities include meeting with clients, preparing and presenting financial plans, monitoring portfolios, and adjusting recommendations as circumstances change. The role involves staying current with financial products and regulations, maintaining accurate documentation, and collaborating with internal teams to ensure a consistent client experience. The advisor is expected to build long-term relationships, follow ethical advisory standards, and contribute to the firm's reputation for trustworthy, client-centric guidance.

Qualifications

  • Bachelor's degree or higher
  • Proficient in written and spoken English
  • Open to fresh graduates, career switchers, and experienced professionals
  • Prior financial advisory or finance experience is not required

Requirements

  • Singaporean or Singapore Permanent Resident
  • Strong integrity and professionalism
  • Coachable and willing to learn
  • Self-driven and resilient
  • Takes ownership of responsibilities
  • Values long-term relationships and teamwork

This is an ongoing opportunity, so you can apply at any time.

To apply, email your resume to [Confidential Information] with the subject line Financial Advisor Application and include 2–3 sentences about why you're interested in this career.

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