Your Growth, Our Priority
At our firm, your personal and professional growth is at the heart of everything we do. We are dedicated to helping you reach your full potential — whether it’s enhancing your expertise, expanding your network, or advancing into leadership positions. With continuous training, mentorship, and access to cutting-edge tools, we provide the resources and support you need to succeed.
Together, we will help you build a fulfilling career that not only propels you forward but also makes a lasting, positive impact on the lives of you and your clients.
Recognised Performance, Consistent Results
We are proud to be recognised in the MDRT Top 100 for 2024 and 2025. A reflection of our advisors’ consistency, client trust, and the environment we’ve built. With clear pathways, mentorship, and tools designed to help you grow, finexis provides the support you need to achieve MDRT, COT, and TOT standards.
What Our Consultants Do
At finexis, our financial consultants don’t just sell products; they build meaningful, lifelong partnerships with clients.
They help individuals and families make informed decisions across every stage of life, from protection and wealth accumulation to retirement and legacy planning.
Our consultants come from diverse backgrounds and specialisations, including those who focus on Shariah-compliant planning, ensuring clients receive guidance that aligns with their goals and values.
| Whatever your focus, being a finexis advisor means making an impact that goes far beyond finance.
The Scale of Our Success
First-time MDRT Qualifier
1.3x of FYC
Additional FYC >$19,000
MDRT Qualifier
1.6x of FYC
Additional FYC >$39,000
COT Qualifer
1.4x of FYC
Additional FYC >$88,000
TOT Qualifier
1.5x of FYC
Additional FYC >$200,000
Why Choose finexis?
We provide the end-to-end support you need to Build, Manage, and Grow your financial advisory practice.
Build Your Business
Transition Support: Experience a seamless onboarding process with dedicated resources to help you hit the ground running.
Competitive Pay Structure: A rewarding compensation framework that reflects your dedication and hard work.
Comprehensive Product Range: Access over 1,000 financial solutions through our network of 100+ strategic partners.
Recognition and Incentives: Celebrate your success with exclusive retreats and industry recognition and accolades, including Rookie Awards, Elite and MDRT.
Manage Your Business
Comprehensive Operational Support: Our dedicated support teams ensure you have everything you need to focus on delivering exceptional service to your clients.
Award-Winning Technology: Enhance your efficiency with our advanced digital tools, simplifying processes, automating tasks, and enhancing client engagement.
Stay Ahead of the Curve: At finexis, growth goes beyond technology. Our training programmes cover everything from advisory and investments to faith-based planning and leadership, equipping consultants with the skills and confidence to stay ahead.
Discover our training culture →
Investment Research and Resources: Gain an edge with market insights, research reports, and model portfolios, all backed by our dedicated investment team.
Grow Your Business
Advance Your Career Path: Take on mentoring roles, build your own team, or transition into leadership positions within the firm.
Client Events: Enhance your client relationships through exclusive client-focused events tailored to strengthen and grow your client base.
Recruitment Support: Enhance your recruitment strategy with our structured training and onboarding programs.
Initiatives like our CEO dialogue give candidates direct access to our CEO, Warren Lim, providing valuable industry insights to inspire and engage your potential candidates.
Hear From Our Financial Consultants
Where Meaning Meets Momentum
Every journey starts with a choice: to lead, to impact lives.
At finexis, you’ll find a career that’s as rewarding personally as it is professionally.
Because here, success is not just measured in numbers, but in the lives you change along the way.
Financial Consultants
Your career is what you make of it, and at finexis, you decide how far you’ll go.
As a Financial Consultant, you’ll have the freedom to build your own business with the backing of a trusted brand, powerful tools, and a culture that invests in your growth.
Here, success isn’t limited by hierarchy; it’s defined by impact. You’ll be shaping financial futures, growing alongside ambitious peers, and celebrating milestones that truly matter.
Corporate Roles
Looking for growth and a career that excites you?
Join finexis’ Marketing team to create real impact through digital campaigns, social media storytelling, and hands-on brand experience.
Join finexis’ dynamic Distribution team and play a key role in driving growth and supporting our network of agency leaders. If you’re resourceful, relationship-driven, and ready to make an impact in the financial advisory space, this is for you.
Be part of a team that drives financial excellence at finexis. In this role, you’ll lead day-to-day finance operations, ensure strong governance across entities, and contribute to planning and reporting that shape business decisions.
Join finexis’ tech and security team to safeguard our digital infrastructure and shape our cybersecurity framework. You’ll monitor, analyze, and respond to security threats — driving resilience and innovation across our systems.
Where Meaning Meets Momentum
Every journey starts with a choice: to grow, to lead, to impact lives.
At finexis, you’ll find a career that’s as rewarding personally as it is professionally.
Because here, success is not just measured in numbers, but in the lives you change along the way.
Financial Consultant
Your career is what you make of it and at Finexis, you decide how far you’ll go.
As a Financial Consultant, you’ll have the freedom to build your own business with the backing of a trusted brand, powerful tools, and a culture that invests in your growth.
Career Pathways:
Financial Consultant: Build your foundation through mentorship, training, and hands-on client experience.
Senior Financial Consultant: Deepen expertise, lead client strategies, and drive meaningful financial impact.
Associate Director / Branch Leader: Grow your team, mentor others, and expand your influence across markets.
Whether you’re starting out or ready to lead, finexis gives you the platform to grow on your own terms.
Financial Consultant
Behind every successful consultant is a dedicated team driving growth, innovation, and excellence.
At finexis, our corporate staff empower our people and clients through expertise in marketing, training, finance, operations, and digital transformation.
If you’re passionate about building, supporting, and shaping what’s next in financial advisory, we’d love to have you on board.
Current Openings:
Awards & Recognition
Let's Connect Over Coffee!
Interested in learning more? Schedule a casual chat with us to explore your opportunities at finexis.