Role Title: Financial Consultant

Organisation: Impact Wealth Advisory (IWA)
Industry: Financial Advisory / Wealth Management
Employment Type: Full-time / Mid-Career Switch / Fresh Graduates Welcome

About Impact Wealth Advisory (IWA)

Impact Wealth Advisory is a group of licensed financial consultants representing finexis advisory Pte Ltd and is a purpose-driven financial advisory practice built on a simple belief:

True wealth is measured not just by money, but by impact.

We exist to help individuals and families build financial clarity, resilience, and long-term security-while also contributing meaningfully to the community. Our work integrates professional financial advisory with values such as responsibility, growth, service, and stewardship.

Role Overview

As a Financial Consultant of IWA, you will be trained and licensed as a Financial Advisory Representative, while being developed to think beyond products and commissions.

This role is for individuals who:

• Want meaningful work, not just a job
• Care about people, purpose, and long-term impact
• Are committed to personal growth and professional mastery

You will be equipped to guide clients through important life decisions-helping them protect what matters, plan wisely, and build sustainable wealth.

Key Responsibilities

Client Advisory & Impact Work

• Engage individuals and families to understand their life goals, values, and financial concerns (Needs-Based Advisory [client-centric financial planning approach])
• Provide holistic financial guidance across protection, savings, investments, and legacy planning
• Act in the best interest of clients, with integrity and long-term thinking (Fiduciary Mindset [acting in the client's best interest])

Personal Development & Professional Growth

• Undergo structured training in financial literacy, advisory skills, and ethical sales practices
• Develop strong communication, emotional intelligence, and decision-making skills
• Build discipline, confidence, and leadership through real-world client engagement

Social Impact & Community Contribution

• Participate in IWA's social impact initiatives, including financial literacy outreach and community programs
• Support underserved or financially vulnerable groups through education and guidance (Social Impact Finance [using financial skills to create positive societal outcomes])
• Contribute to IWA's mission of creating generational impact, not short-term wins

Who We Are Looking For

We are not looking for salespeople only.We are looking for people with the right heart and mindset.

You may be a good fit if you:

• Care about helping others improve their lives
• Are open to learning and personal transformation
• Value integrity, responsibility, and purpose
• Are willing to put in the work to grow professionally

Background:

• No prior financial industry experience required
• Fresh graduates, mid-career switchers, and professionals from other industries welcome
• Minimum educational requirements as per regulatory guidelines (Licensing Framework [MAS-regulated competency standards])

Training & Support

• Structured onboarding and mentorship
• Licensing and examination support
• Continuous coaching in advisory skills, mindset, and career development
• A collaborative environment focused on growth, not cut-throat competition

Career Progression

This role offers:

• Clear professional development pathways
• Opportunities to grow into senior advisory, leadership, or specialist roles
• A career aligned with both income sustainability and personal meaning

Why Join IWA?

• Do meaningful work that impacts real lives
• Grow personally while building a professional career
• Be part of a values-driven team with a long-term vision
• Build a career you can be proud of-financially and ethically

How to Apply

If you are looking for more than just a paycheck, and want a career where who you become matters as much as what you earn, we would love to speak with you. Apply to this job to initiate a discussion to see if this is the right career move for you!