Financial Advisor

About the Company A well-established and growing financial services firm is seeking an experienced Financial Advisor to join its team. About the Role This role offers the chance to take over and grow an existing client base in a supportive, client-focused environment. The successful candidate will provide holistic financial advice, with a focus on investment and insurance solutions tailored to clients’ evolving needs. Responsibilities Deliver comprehensive financial planning and investment advice Manage and grow an existing book of business Develop new client relationships through proactive business development Provide mutual fund and (where licensed) insurance solutions Conduct regular portfolio reviews and ensure regulatory compliance Maintain high standards of client service and relationship management Qualifications Mutual Fund License (required) LLQP (Life License Qualification Program) – preferred Minimum 2+ years of experience as a Financial Advisor or Investment Advisor Strong track record of client retention and business development Excellent interpersonal and communication skills Self-motivated with an entrepreneurial mindset In good standing with applicable regulatory bodies Required Skills Strong track record of client retention and business development, Excellent interpersonal and communication skills, Self-motivated with an entrepreneurial mindset. Pay range and compensation package Competitive compensation structure (details discussed confidentially).

The role involves providing holistic financial planning and investment advice while managing and growing an existing client base. The advisor will deliver mutual fund and insurance solutions and conduct regular portfolio reviews to ensure regulatory compliance.

Candidates must possess a Mutual Fund License and have at least 2 years of experience as a Financial or Investment Advisor. An LLQP certification is preferred, along with a strong track record in business development and client retention.

Identified from the job description. Confirm important requirements above.

• Client Retention
• Business Development
• Interpersonal Skills
• Communication Skills
• Entrepreneurial Mindset
• Financial Planning
• Investment Advice
• Relationship Management

• Finance & Accounting
• Sales
• Consulting

Minimum education

Professional degree

Minimum experience

2+ years

Apply by

Sep 25, 2026

Posting language

English

Working hours

40 hours per week

Seniority

Associate

Application method

Direct apply is available