Holistic Finance

Summary

Join our team at Intellect as a freelance Financial Advisor providing expert guidance on investments, taxes, and retirement planning to clients via 30-minute video sessions. We seek experienced financial coaches and advisors to join our community focused on holistic financial wellbeing. This remote role offers flexible hours, ideal for supplementing current employment. Local candidates are preferred but others will be considered. You will advise clients on various financial products and services, creating and updating financial plans, and building client relationships. The role requires meeting sales quotas and staying updated on industry trends.

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
• Internationally accredited certification / prescribed within country
• Ability to analyse market’s financial data and to 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 (debt management, cash management, insurance coverage, investments)
• Assess client’s overall financial picture, understand their needs and develop a solid financial plan
• Guide clients towards a profitable and secure financial decision
• Cultivate client base and build win-win relationships
• Network, generate leads and grab opportunities to 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

Local candidates

Benefits

Freelance remote role with the flexibility to decide your business hours