Financial Advisor

Company Description Advisors Alliance Group (AAG) is a Singapore-based financial services firm founded on lasting values, long-term thinking, and responsible advice. For over four decades, AAG has served individuals, families, and companies that value integrity, compassion, and competence in their financial advisors. With over 1,000 advisors, more than 50,000 clients, and S$37B sum assured under care, the firm demonstrates scale, stability, and continued growth. AAG emphasizes that every advisor, every client, and every dollar insured matters, reflecting a strong commitment to meaningful and ethical work. Advisors Alliance Group is an authorised representative of AIA Financial Advisers Private Limited (Reg. No. 201715016G).

Role Description This is a full-time Financial Advisor role based in Singapore, structured as a hybrid position with both in-office and work-from-home flexibility. The Financial Advisor will provide comprehensive financial advice to individuals and businesses, including assessing client needs, analyzing financial situations, and recommending suitable solutions. Daily responsibilities include developing tailored financial plans, guiding clients on insurance, investment, retirement, and protection strategies, and conducting regular reviews to ensure plans remain aligned with clients goals. The role also involves building and maintaining long-term client relationships, preparing clear documentation, staying up to date on market and regulatory developments, and collaborating with internal teams to deliver consistent, client-focused service.

Qualifications

• Strong foundation in Financial Planning and Financial Advisory, with the ability to design holistic, client-centric solutions.
• Knowledge of Finance and Investments, including risk assessment, portfolio construction, and wealth management concepts.
• Experience or training in Retirement Planning, with an understanding of long-term income, protection, and estate considerations.
• Relevant academic background in finance, business, economics, or a related field; professional certifications (e.g., CFP, CFA, ChFC) are an advantage.
• Excellent analytical, numerical, and problem-solving skills, with attention to detail and sound judgment.
• Clear and confident communication skills, with the ability to explain financial concepts in an accessible manner and build trust with diverse clients.
• High integrity, professionalism, and commitment to regulatory compliance and ethical advisory practices.
• Ability to work both independently and collaboratively in a hybrid environment, with strong time management and self-motivation.