Holistic Financial Advisor

Summary

Join us as a Financial Coach and empower clients to achieve their financial goals from the comfort of your own workspace. This flexible, freelance role allows you to set your own hours, supplementing your current job or practice. We collaborate with other finance professionals to offer expert financial coaching, sound planning, and goal-oriented support. We prefer local candidates but welcome qualified applicants who share our vision of providing accessible, high-quality financial guidance. You will help clients make informed financial decisions, manage resources, and stay current with financial trends. This role offers flexible hours and remote work, impacting clients' lives positively within a collaborative environment.

Requirements

• Proven experience as a Finance Coach, or similar role with a track record of successful client outcomes
• Bachelor’s degree in Finance or a related field
• Strong analytical abilities for interpreting financial data and offering well-grounded, data-based coaching
• Proficient in English and local language, with excellent communication, negotiation, and presentation skills
• High level of accuracy, attention to detail, and the ability to simplify complex financial concepts for clients
• Proficiency with database systems and strong PC skills

Responsibilities

• Offer strategic coaching in essential areas, such as cash flow and budgeting, through text and video consultations
• Assess clients’ financial situations and design customized financial plans tailored to their unique needs and goals
• Guide clients in making informed, secure financial decisions that align with their short-term needs and long-term aspirations
• Help clients effectively manage their resources to meet both daily obligations and larger goals, such as saving for retirement or purchasing a home
• Stay current with financial trends, market changes, and budgeting strategies to offer clients the most relevant coaching
• Monitor and adjust financial plans as needed, ensuring clients stay on track and adapt to any life changes or shifts in financial goals

Preferred Qualifications

Local candidates

Benefits

• Flexible hours and remote work from anywhere
• Opportunity to make a real impact in clients’ lives by helping them achieve financial security
• Collaborative, mission-driven environment with other finance professionals
• Freedom to innovate and share your expertise on a growing virtual platform