The Financial Astronaut Hiring! Full Time Holistic Financial Advisor in - Ricebowl

Company Description The Financial Astronaut is a holistic financial advisory firm that has been featured on AsiaOne, MustShareNews, and Yahoo Finance, reflecting its growing reputation and media presence in the region. The firm focuses on guiding individuals and families toward long-term financial well-being through comprehensive, values-based planning. Team members work with clients to align financial strategies with life goals, offering a more integrated approach than traditional advisory models. The Financial Astronaut provides a collaborative environment where advisors can grow their expertise while helping clients make informed, sustainable financial decisions.
Role Description The Holistic Financial Advisor will provide end-to-end financial guidance to clients, including assessing financial goals, analyzing current financial positions, and developing tailored strategies across savings, investments, retirement, and risk management. Day-to-day responsibilities include conducting client consultations, preparing and presenting financial plans, monitoring portfolios, and adjusting strategies in response to market conditions and life events. The advisor will educate clients on financial concepts, maintain accurate records, and adhere to regulatory and ethical standards. This is a full-time hybrid role based in Singapore, with a mix of in-person client meetings and work-from-home flexibility for planning, research, and follow-up tasks.
Qualifications

• Candidates should possess strong skills in Financial Planning and holistic Financial Advisory to design comprehensive, client-centered financial strategies.
• Candidates should possess solid Finance and Investments skills to analyze products, manage portfolios, and evaluate risk-return profiles.
• Candidates should possess expertise in Retirement Planning to help clients build sustainable income streams and long-term security.
• Candidates should demonstrate excellent communication and interpersonal skills to explain complex concepts clearly and build long-term client relationships.
• Relevant certifications (e.g., CFP, CFA, or equivalent), and knowledge of Singapore financial regulations and products are highly beneficial.
• Strong ethical judgment, attention to detail, analytical thinking, and proficiency with financial planning tools or software are preferred.