Synergy Financial Adviser

Financial Advisor
Central Region
March 13, 2025
Full Time

Job Description

At Synergy Financial Advisers, we empower you to shape your own career path. Whether you aspire to become a Branch Manager, Associate Director, or a specialist in financial planning, we provide the tools and support to help you achieve your goals. Our comprehensive support system ensures you have the operational and administrative assistance needed to focus on delivering top-tier client service.

With Synergy, you’ll gain access to cutting-edge technology, client prospecting tools, and seamless provider integration—all designed to enhance your efficiency and client engagement. Join us and discover a dynamic career where your success is our priority!

Why Join Synergy Financial Advisers?

1. Embrace Cutting-Edge Technology for Maximum Efficiency

  • Autobot AI: A 24/7 virtual assistant answering your questions anytime, anywhere.
  • My Financial Compass: Gain insights into each client’s financial needs for personalized advice.
  • Performance Tracking: A dashboard that tracks your achievements from day one.
  • OneSynergy Mobile: Manage tasks conveniently on the go.

2. Streamlined Client Onboarding & Needs Analysis

  • Singpass Login & Myinfo Integration: Simplifies form-filling and accelerates processing.
  • Financial Needs Analysis: Easily access and update client engagements for tailored recommendations.

3. Seamless Provider Integration

  • OneSynergy Platform: Reduces form-filling, streamlines document attachments, and enables autofill functions, making your workflow faster and more efficient.

4. RapidResponse & InsureFirst for Faster Client Service

  • RapidResponse: Automates repetitive replies, ensuring professional and timely communication.
  • InsureFirst: A premium generator that delivers accurate insurance quotes from multiple providers, ensuring precision for your clients.

5. Comprehensive Support & Career Growth

  • Dedicated Technical Support – Resolves system-related issues quickly.
  • Industry Insights & Market Trends – Stay informed and ahead in the financial advisory space.
  • Structured Career Advancement – Opportunities for leadership roles and specialization.

Roles & Responsibilities

  • Provide comprehensive financial planning services, including insurance, investments, and wealth management.
  • Develop tailored strategies to help clients achieve their financial goals.
  • Build and maintain strong relationships with clients for long-term financial guidance.
  • Stay updated on industry trends and market changes to offer informed advice.
  • Leverage Synergy’s technology and tools to enhance client engagement and productivity.

Requirements:

  • Minimum 21 years old (MAS Requirement).
  • At least a Diploma or A-Level equivalent.
  • Strong communication and interpersonal skills.
  • Passionate about financial planning and client success.
  • Motivated, disciplined, and eager to learn.

Apply Now & Build Your Future with Synergy!

Join us and experience a career where innovation meets opportunity. Apply today and be part of a team that supports your professional growth while helping clients achieve their financial goals.

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