Independent Financial Adviser

11 hours ago

Singapore Avallis Financial Full time $24,000 - $114,160 per year

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.
  • Having to apply leave to spend more time with your family.
  • 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?

  • Send your application via

Job Types: Full-time, Part-time, Permanent, Fresh graduate, Freelance

Benefits:

  • Employee discount
  • Flexible schedule
  • Professional development
  • Promotion to permanent employee
  • Unlimited paid time off
  • Work from home

License/Certification:

  • Pink/Blue NRIC of Singapore (Required)

Job Types: Full-time, Part-time, Permanent, Fresh graduate, Freelance

Pay: $2, $9,114.60 per month

Expected hours: 5 – 10 per week

Benefits:

  • Flexible schedule
  • Professional development
  • Work from home

Work Location: In person

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