Financial Advisor

Company Description Income Advisory Financial Advisers, formerly Infinitum Financial Advisory, has rebranded to reflect a closer collaboration with Income Insurance and a shared vision to better serve clients. The firm remains committed to delivering trusted, comprehensive financial solutions tailored to individual and family needs. This alignment strengthens its ability to offer integrated insurance and financial advisory services. Applicants can expect to join a growing organization focused on long-term client relationships, ethical advice, and continuous improvement.

Role Description This full-time remote Financial Advisor role is responsible for providing clients with holistic financial guidance, including assessing their current financial situation, identifying goals, and recommending suitable strategies and products. Day-to-day tasks include conducting virtual client consultations, preparing and presenting financial plans, and monitoring progress toward retirement, investment, and protection objectives. The Financial Advisor will analyze market trends and product offerings, maintain accurate client records, and ensure all recommendations comply with regulatory and company standards. The role also involves building and managing a portfolio of clients through ongoing relationship management, proactive reviews, and collaboration with internal teams. Advisors are expected to use digital tools to deliver a high-quality remote advisory experience and to participate in regular training to stay current on financial and insurance solutions.

Qualifications

• Candidates should possess strong Financial Planning and Financial Advisory skills, including the ability to create comprehensive, client-centric financial plans.
• Candidates should possess solid Finance and Investments skills, including knowledge of investment products, risk management, and portfolio construction.
• Candidates should possess Retirement Planning skills, with the ability to design sustainable retirement income strategies and long-term savings plans.
• Relevant academic background such as a degree or diploma in Finance, Economics, Business, or a related field; professional certifications (e.g., CFP or equivalent) are an advantage.
• Strong analytical, quantitative, and problem-solving skills, with attention to detail and proficiency in financial planning software and digital collaboration tools.
• Excellent interpersonal and communication skills, with the ability to explain complex concepts clearly and build trust in a remote advisory setting.
• Demonstrated integrity, client-first mindset, and adherence to regulatory and ethical standards; prior experience in financial advisory or wealth management is preferred.
• Ability to work independently in a remote environment, manage time effectively, and collaborate with internal stakeholders to support client solutions.