Holistic Finance

Intellect; Paris; Remote; EUR 40,000 - 80,000; Full time

Job summary

Join a forward-thinking company as a Financial Advisor, where you will provide expert guidance on investment opportunities and financial planning. This remote freelance role offers flexible hours, making it a perfect fit for those looking to supplement their current job. You will engage with clients through video consultations, helping them navigate their financial journeys. This is an excellent opportunity to be part of a community dedicated to holistic financial wellbeing, where your expertise can make a significant impact on clients' lives.

Qualifications

• Minimum 3 years of experience as a Financial Advisor or similar role.
• Strong analytical skills to interpret financial data.

Responsibilities

• Provide strategic advice on financial products and services.
• Assess clients' financial situations to develop solid financial plans.
• Guide clients towards profitable financial decisions.

Skills

Financial Analysis

Communication Skills

Negotiation Skills

Presentation Skills

Attention to Detail

Education

Bachelor's Degree in Finance

Master's Degree in Finance

Tools

Database Systems

PC Operations

Job description

Join our growing team at Intellect as a Financial Advisor, where your role is to provide expert guidance on investment opportunities, tax strategies, retirement planning, and other financial matters tailored to our clients' needs and goals. Consultations are primarily conducted through scheduled 30-minute video sessions on our platform.

We're seeking experienced financial coaches and advisors to join a community dedicated to a holistic approach to clients' financial wellbeing.

This is a remote freelance role with flexible hours. Local candidates are preferred, but others are welcome to apply. This role offers a great opportunity to supplement your current job or ventures.

Responsibilities

1. Provide strategic advice on various financial products and services (debt management, cash management, insurance, investments).
2. Assess clients' financial situations, understand their needs, and develop solid financial plans.
3. Guide clients towards profitable and secure financial decisions.
4. Build and maintain a client base, fostering win-win relationships.
5. Network, generate leads, and seize opportunities to sell mutual funds, stocks, bonds, etc., to meet sales quotas.
6. Stay updated on industry trends and research market conditions to support financial consulting.
7. Oversee and update financial plans to ensure profitability.
8. Comply with all relevant industry rules and regulations.
9. Coordinate with providers, solicitors, valuers, and other professionals.

Requirements

• At least 3 years of experience as a Financial Advisor, Finance Coach, or similar role.
• Bachelor's or Master's degree in Finance or related field.
• Relevant internationally recognized certifications or those prescribed within the country of operation.
• Ability to analyze financial data and provide data-driven advice.
• Strong communication, negotiation, and presentation skills.
• Attention to detail and ability to explain complex concepts clearly.
• Proficiency in PC operations and database systems.