Holistic Finance

Intellect; France; À distance; EUR 40 000 - 70 000; Plein temps

Résumé du poste

A leading company is seeking a Financial Advisor to provide expert guidance on investment opportunities, tax strategies, and retirement planning. This remote freelance role offers flexible hours and the chance to work with clients to enhance their financial wellbeing.

Qualifications

• At least 3 years of experience as a Financial Advisor or similar role.
• Relevant internationally accredited certifications.

Responsabilités

• Provide strategic advice on financial products and services.
• Assess clients' financial situations and develop financial plans.
• Network and generate leads to meet sales quotas.

Connaissances

Communication

Negotiation

Presentation

Attention to Detail

Formation

Bachelor's degree in Finance

Master's degree in Finance

Outils

Database systems

Description du poste

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

We seek 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 considered. It offers an excellent opportunity to supplement your current job or ventures.

Responsibilities

1. Provide strategic advice on 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 seek opportunities to sell mutual funds, stocks, bonds, etc., to meet sales quotas.
6. Stay updated on industry trends and research market conditions to inform financial consulting.
7. Oversee and update financial plans to ensure profitability.
8. Comply with all industry rules and regulations.
9. Liaise 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 accredited 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 information clearly.
• Proficiency in PC use and database systems.

Additional Information

• Senior level: Mid-Senior
• Employment type: Full-time
• Job function: Finance and Sales
• Industries: IT Services and IT Consulting