Holistic Finance

Intellect; Lyon; À distance; EUR 45 000 - 65 000; Plein temps

Résumé du poste

Join a growing team as a Financial Advisor, providing expert guidance on investments, tax strategies, and retirement planning. This remote freelance role offers flexible hours, ideal for supplementing your current job. Engage with clients through video consultations and help them achieve their financial goals.

Qualifications

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

Responsabilités

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

Connaissances

Communication

Negotiation

Presentation

Attention to Detail

Formation

Bachelor's or Master's degree in Finance

Outils

PC and 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 tailored to clients' needs and goals. Consultations are primarily conducted through scheduled 30-minute video sessions on our platform.

We seek experienced financial coaches and advisors to be part of 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 still considered. It's an excellent opportunity to supplement your current job or ventures.

Responsibilities

• Provide strategic advice on financial products and services (debt management, cash management, insurance, investments)
• Assess clients' financial situations, understand their needs, and develop financial plans
• Guide clients towards profitable and secure financial decisions
• Build and cultivate client relationships
• Generate leads and opportunities to sell mutual funds, stocks, bonds, etc., to meet sales quotas
• Stay updated on industry trends and market research to support financial consulting
• Oversee and update financial plans to ensure profitability
• Comply with industry rules and regulations
• Coordinate with providers, solicitors, valuers, and other professionals

Requirements

• At least 3 years of experience as a Financial Advisor, Finance Coach, or similar
• Bachelor's or Master's degree in Finance or related field
• Relevant certifications, internationally accredited or recognized within the country
• 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 simply
• Proficiency with PC and database systems

Additional Details

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