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Financial Consultant job in Singapore at Soul Wealthy Group

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Financial Consultant at Soul Wealthy Group

Financial Consultant

Soul Wealthy Group Singapore Permanent
3,000 SGD - 8,000 SGD/Month
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This position allows you to join us as a financial consultant in one of the top groups in Financial Alliance.

Financial Alliance Pte Ltd is the leading Independent Financial Advisory firm in Singapore. We partner with 19 Life Insurance companies, 16 Bank Loan partners,
34 General Insurers, 71 Asset Management Firms and 5 Estate Planning Partners. By partnering with a wide range of insurance companies, investment houses and
other wealth management solution providers, we pride ourselves to be able to align with our client's interests and independently structure the most fitting solution to fit our clients' needs in
an unbiased manner.

What makes us different from insurance agents, bankers or financial advisers?
Anyone can design a financial plan, yet only an Independent Financial Advisor Representative has the resources to provide the most suitable
and cost-effective holistic financial plan for the client. More importantly, if you're a client, would you prefer engaging a banker (salaried by a bank),
an insurance agent (commission paid by insurance companies) or an independent financial adviser representative
(income paid by clients - alignment with the clients' interests)?
What's our team's Core Purpose?
We are a boutique group of independent financial advisor representatives in Singapore, brought together by a shared purpose: to help more people achieve financial freedom, sooner.
The path of a financial advisor representative is an entrepreneurial one, where we build a client base who pays us for our service, growing over time into a business that
generates substantial income for us in the long term. When our clients achieve financial freedom, we will also achieve financial freedom ourselves.
The Benefits:
1. Your income is directly determined by your personal work efforts, and if you're doing the right things, you will feel like you're overpaid for the work you do.  
2. There will be start-up support schemes to help you transition into building your financial advisory practice during the first year. Afterwhich, you will be receiving recurring income that
provides a degree of certainty in your income stream.
3. As your production increases, your share of the revenue will eventually increase to 80%; amongst the most attractive remuneration models in the Financial Advisory industry. 
4. You will develop valuable & empowering high-income skillsets; people skills, sales skills and financial know-how.  
5. The work you do is very meaningful, which is empowering clients to reach their financial independence. 
6. You will build a portfolio of clients whom interests you are aligned with and so it'll feel like your work consists of meeting friends to catch up, and we get paid for doing this. 
7. You will be able to manage your time to determine your ideal work-life balance and live life on your terms.
8. You get to determine how successful you are as the promotion criteria and remuneration model is clear, and there is no office politics; you are rewarded based on your own effort and
achievements. Only you can retrench yourself!
The Support

You’ll be trained and coached by a team of mentors who have a track record of success!

Basic Requirements: 
This is an entry-level role, doing financial advisory product sales (insurance, retirement plans, savings plans, children education plans, loans, investments, wills & trusts etc.)
Experienced insurance agents, financial advisor representatives or bankers can also welcome to speak to us regarding transition into an independent financial advisory platform.

Your main duties & Responsibilities: 

  • Promote financial planning and investment services
  • Support the financial aid advisor role
  • Develop retirement plans to help reach financial goals
  • Manage financial aid applications (FAFSA)
  • Providing tax preparation, tax audit support and tax planning year round
  • Analyzing financial information obtained from clients to determine strategies for helping clients meet financial objectives
  • Identify and meet financial goals
  • Assessing the financial needs of clients
  • Verify student financial aid applications
  • Evaluate client's financial situation and identify investment objectives through a comprehensive and customized financial planning process
  • Deliver financial planning and investment management to own list of clients
  • Review member/client's financial situation
  • Help financial professionals achieve financial and business goals
  • Celebrate achievements Just as work hard to help clients achieve financial goals
  • Develop required financial aid reports
  • Attend financial aid training sessions
  • Launch or advance financial planning career
  • Develop financial plans for clients and prospects
  • Analyze and assess member/client's financial situation, and financial and investment services available to member/client
  • Identify and solve the financial needs of clients by offering investment products

Recommended Skills

  • Finance
  • Finance Consultancy
  • Hardworking And Dedicated
  • Interpersonal Skills
  • Investments
  • Loans
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