On site
Full Time
Let us be direct — most Financial Advisors don’t have a lead or effort problem. They have a System problem.
You may be capable of operating at a much higher level — with the same time, but far better outcomes.
At CO Wealth Advisory, we’ve spent the last 20 years refining a model specifically built for this:
→ Moving advisors from transactional selling
→ Into structured wealth advisory for Affluent, HNW and Corporate clients
This is not theory — it’s why:
• 40% of our consultants are MDRT / COT / TOT
• We consistently win awards for top MDRT, HNW, Corporate Solutions production
What makes us different (and why advisors switch to us):
1. Bigger Cases, Not More Cases
We show you how to systematically uncover deeper opportunities within your existing clients — turning one relationship into multiple revenue streams.
2. Engineered Growth (Not Random Prospecting)
A structured Premier Wealth Services (PWS) model that helps you move upstream into Affluent and HNW and Corp segments — with affluent leads given and marketing support.
3. Conversion Through Mentorship
Real joint fieldwork — not just training — so you close higher-value cases with confidence.
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I’m not suggesting a move right now.
I’m suggesting a 30-minute discovery call on Zoom to show you what our top-performing advisors are doing — and see if this fits where you want to go.
Send your resume to: hr@coadvisory.com
Requirements:
About CO Wealth Advisory
CO Wealth Advisory Group is an authorised representative of AIA FinancialAdvisers Private Limited (AIA FA Singapore) (UEN: 201715016G).
CO Wealth is an award-winning and top performing agency of20 years that deploys a Premier Wealth Service model that goes beyondtraditional insurance to offer our High-Net-Worth, Mass Affluent and Corporateclients a holistic suite of financial solutions for all their personal andcommercial needs. Our brand embodies ownership, excellence, and prestige. Ourpeople and culture are wholesome and collaborative, emphasising teamwork,trust, and tolerance.
Use AI chat of your choice: ChatGPT, Gemini, Claude — and:
I am a jobseeker. Below is a job posting. Please:
1. Give a match score (0–100) based on my resume vs the job requirements
2. List my 3–5 key strengths that align with this role
3. List 2–3 areas to improve or gaps to address before applying
4. Give a one-sentence verdict: should I apply, apply with adjustments, or skip?
Job posting URL: https://singapore.job-q.com/jobs/detail/calling-all-fas-achieve-your-next-breakthrough-with-co-wealth
After reading the job, ask me to upload or paste my resume.
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About CO Wealth Advisory
CO Wealth Advisory Group Pte Ltd (UEN: 201305620H) is an authorised representative of AIA Financial Advisers Private Limited (AIA FA Singapore) (UEN: 201715016G).
We are next generation Financial Advisers that deploy a Premier Wealth Service model that goes beyond traditional insurance to offer our regional High-Net-Worth, Mass Affluent and Corporate clients a holistic suite of financial solutions for all their personal and commercial needs.
We are an award-winning and top performing agency of 20 years with AIA FA Singapore that embodies ownership, excellence, and prestige. Our people and culture are wholesome and collaborative, emphasising teamwork, trust, and tolerance.
About AIA Group
AIA FA Singapore is part of the AIA Group, the largest independent insurance group in the Asia Pacific with a presence across 18 markets and listed on the Hong Kong stock exchange. A reputable and instantly recognisable brand backed by a 100-year history, and well known for providing unrivalled training and support in the industry.
We are purpose-driven to help people live Healthier, Longer, Better, Lives by making a significant, positive impact for the communities we serve across Asia.