Intellect is hiring a
Financial Advisor

Summary

The job is for a Freelance Financial Advisor at Intellect, where the employee will provide expert financial advice to clients via scheduled video sessions. This is a remote position with flexible hours.

Requirements

• At least 3 years of working experience as a Financial Advisor, Finance Coach, or relevant experience
• Bachelor’s or Master’s degree in Finance or any related field
• Relevant certifications either internationally accredited or prescribed within country of territory
• Ability to analyze market’s financial data and provide appropriate data-based advice
• Strong communication, negotiation and presentation skills
• Accuracy, attention to detail and the ability to explain complex information clearly and simply
• Excellent PC knowledge and ability to operate database systems

Responsibilities

• Provide strategic advice across a variety of financial products and services
• Assess client’s overall financial picture, understand their needs and develop a solid financial plan
• Guide clients towards profitable and secure financial decisions
• Cultivate client base and build win-win relationships
• Network, generate leads and sell mutual funds, stocks, bonds etc to meet sales quotas
• Keep abreast of new industry’s trends and research market to back up financial consulting
• Oversee the course of the financial plan and update it, if necessary, to ensure profits
• Comply with all industry rules and regulations
• Liaise with providers, solicitors, valuers and other professionals

Preferred Qualifications

Internationally accredited certification / prescribed within country