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Independent Financial Adviser(Mid-career
3 weeks ago
**Who are we?**
Avallis Financial is an independent financial advisory firm in Singapore that was established in 1997. Our focus is on providing open, transparent, and client-centered service models to empower our clients while putting their interests first. We strive to offer the best services to clients while giving them a clear advantage at all times. We continue to build on our heritage as a leading pioneer in independent financial advisory in Singapore, growing stronger every day.
**What will you be doing?**
- Assess clients’ financial situations to devise strategies that meet their financial goals.
- Review prospective/existing client portfolio
- Propose solutions and planning for clients in areas of investment, insurance, mortgage, estate planning etc.
- Establish and maintain strong relationships with a growing client base.
- Attend and respond to customer queries professionally
**What will you not be doing?**
- Report to office at office hour.
- Feeling you should be paid more than what you deserved.
- Restricted to marketing only a particular production.
- Restricted to solutions from only one company.
**What will you get?**
- Complimentary Enneagram profiling and coaching
- 1-to-1 coaching by experience practitioners and CFP Lecturer.
- Incentive trips
- Attractive remunerations
- Comprehensive Training
**What you need?**
- Entrepreneur mindset
- Above 21 years old
- Have pink/blue NRIC of SG
- Polytechnic diploma, 'A'-Levels or degree in any field.
- Strong interpersonal skills with a passion for empowering others financially.
**What you need to do?**
**Job Types**: Full-time, Part-time, Permanent, Fresh graduate, Freelance
Pay: Up to $10,000.00 per month
Expected hours: No more than 40 per week
**Benefits**:
- Employee discount
- Flexible schedule
- Professional development
- Promotion to permanent employee
- Unlimited paid time off
- Work from home
Supplemental pay types:
- Commission pay
- Performance bonus
License/Certification:
- Pink/Blue NRIC of Singapore (required)
Work Location: Hybrid remote in Singapore 048581