Exploring a Career as a Financial Advisor in Singapore? Talk to us today!
synergy-logo-486162c80f3144852a7f744cfdaaa28cf1f4b01d

Discover Your Future as a Financial Advisor with Synergy

Why choose Synergy? With us, you shape your own career path. Whether aiming for management roles like Branch Manager or Associate Director or focusing as a specialist, we support your ambitions. Our Comprehensive Support gives you dedicated operational and administrative assistance so you can prioritise client service. Our innovative platform streamlines your workflow for ease and efficiency.

Plus, we equip you with Client Prospecting Tools through seminars and our referral systems, making client expansion quick and effective. Explore your potential with Synergy — where your growth is our priority!

Willynn Soh, ChFC
Director, Synergy Financial Advisers

Why Join Synergy Financial Advisers?

At Synergy Financial Advisers, we offer more than just a career – we provide a tech-powered path to thrive in the modern financial advisory space. With our suite of innovative tools, you’ll find a supportive, forward-looking environment designed to elevate both your efficiency and client service.

Embrace Cutting-Edge Technology for Maximum Efficiency

Our unique technology showcase lets you experience how innovation meets real-world financial advisory needs. From client management to streamlined administrative processes, our tools redefine efficiency:

  • Autobot AI: This 24/7 virtual assistant answers all your questions instantly, keeping you supported anytime, anywhere.

  • My Financial Compass: Equip yourself with insights into each client’s financial needs, so your advice is personalized and effective.

  • Performance Tracking: Track your growth and achievements with an at-a-glance dashboard that covers your performance from day one.

  • OneSynergy Mobile: Stay productive on the go. This mobile app empowers advisers and staff alike to complete daily tasks conveniently.

  • Client Relationship Management (CRM): Organize, filter, and tag clients in one centralized system, complete with reminders for timely follow-ups and policy reviews.

Streamlined Client Onboarding and Needs Analysis

Effortlessly onboard clients with our Singpass Login and Myinfo integration for Singaporeans and Permanent Residents, simplifying form-filling and speeding up processing. Easily access clients’ Financial Needs Analyses and keep track of all client engagements.

Seamless Provider Integration

Our connections with top providers simplify form filling, reduce attachment requirements, and enable autofill functions, all through our OneSynergy platform. Your workflow becomes faster and more efficient, allowing you to focus more on client engagement.

RapidResponse and InsureFirst

Efficiently manage repetitive responses with RapidResponse for quick, professional replies. Generate fast, accurate quotes with InsureFirst, our advanced insurance premium generator, which draws from multiple providers to deliver precision results for your clients.

Comprehensive Support and Career Growth

Our support team is dedicated to helping you resolve any technical issues. With our commitment to your success, Synergy Financial Advisors is a passionate, intelligent team that believes in the power of looking ahead and staying informed on market trends.

    Request Your Complimentary 1-on-1 Consultation Today

    Step into a role that gives you the tools, support, and flexibility to transform your career in financial advising. Discover the future with us. Get in touch with our career team to start your journey!











    Open chat
    Willynn here. Let's connect.