Independent Financial Advisor

Synergy Financial Advisers Ltd. provides comprehensive financial planning solutions, leveraging partnerships, technology, and innovation. Our vision is to be the most admired Financial Advisory Firm in Asia, driven by our core values of People, Professionalism, and Progress. Located in Singapore, Synergy has achieved several certifications, including Singapore Quality Class with People and Innovation, Data Protection Trustmark, ISO 9001, and ISO 27001.

This is a full-time on-site role for an Independent Financial Advisor based in Singapore. The Independent Financial Advisor will be responsible for financial planning, retirement planning, providing financial advisory services, and making investment recommendations. The role involves assessing client financial situations, developing customized financial strategies, and maintaining long-term client relationships.

• Financial Planning, Retirement Planning, Financial Advisory skills
• Finance and Investments knowledge
• Strong analytical and problem-solving skills
• Excellent communication and interpersonal skills
• Ability to work both independently and as part of a team
• Relevant professional certifications (e.g., CFP, CFA, ChFC) are a plus
• Bachelor&aposs degree in Finance, Economics, Business, or related field
• Experience in the financial services industry is preferable