Financial Services Advisor

Company Description

LegacyFA is a leading financial services firm dedicated to empowering individuals, families, and businesses to achieve their financial goals. We pride ourselves on delivering personalized and innovative financial solutions that suit the unique needs of our clients. Rooted in integrity and professionalism, LegacyFA is committed to fostering financial literacy and lasting partnerships. Our team is passionate about enabling financial security and success for clients at every stage of life.

Role Description

This is a full-time hybrid role for a Financial Services Advisor based in Singapore, with opportunities for some remote work. The Financial Services Advisor will work closely with clients to understand their financial needs and objectives while providing expert guidance on financial planning, investments, and retirement planning. Key responsibilities include conducting financial analyses, developing tailored financial strategies, explaining financial products and services, and maintaining strong client relationships to support long-term financial success.

Qualifications

• Expertise in Financial Planning and Retirement Planning to help clients achieve their long-term financial goals
• Strong knowledge of Finance and Investments along with an understanding of market trends
• Proven ability to provide Financial Advisory services to diverse clients and develop customized financial strategies
• Excellent interpersonal and communication skills for building and maintaining relationships with clients
• Relevant certifications such as CFP, CFA, or equivalent qualifications are an advantage
• Bachelor’s degree in Finance, Economics, Business, or a related field
• A proactive approach, problem-solving mindset, and commitment to providing excellent client experiences