Holistic Finance

Intellect; Paris; À distance; EUR 50 000 - 70 000; Plein temps

Résumé du poste

Join a leading company as a Financial Advisor, providing expert guidance on investment opportunities and financial planning. This remote role offers flexibility and the chance to work with a community dedicated to clients' financial wellbeing. You will assess client needs, develop financial plans, and maintain client relationships while ensuring compliance with industry regulations.

Qualifications

• Minimum of 3 years' experience as a Financial Advisor or relevant role.
• Relevant international or national certifications.

Responsabilités

• Provide strategic advice on financial products and services.
• Assess clients' financial situations and develop comprehensive plans.
• Build and maintain a client base and generate leads.

Connaissances

Communication

Negotiation

Presentation

Attention to Detail

Formation

Bachelor's degree in Finance

Master's degree in Finance

Outils

PC

Database Systems

Description du poste

Join Our Team as a Financial Advisor

Become part of 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 are seeking experienced financial coaches and advisors to join a community dedicated to a holistic approach to clients' financial wellbeing.

This is a freelance, remote role with flexible hours. While local candidates are preferred, others are encouraged to apply. This role offers a great opportunity to supplement your current job or other ventures.

Responsibilities

• Provide strategic advice across various financial products and services, including debt management, cash management, insurance, and investments.
• Assess clients' financial situations, understand their needs, and develop comprehensive financial plans.
• Guide clients toward profitable and secure financial decisions.
• Build and maintain a client base by cultivating relationships.
• Network, generate leads, and seize opportunities to sell mutual funds, stocks, bonds, etc., to meet sales targets.
• Stay updated on industry trends and research market conditions to support financial consulting.
• Oversee and update financial plans to ensure profitability.
• Ensure compliance with industry rules and regulations.
• Collaborate with providers, solicitors, valuers, and other professionals.

Requirements

• Minimum of 3 years' experience as a Financial Advisor, Finance Coach, or relevant role.
• Bachelor's or Master's degree in Finance or related field.
• Relevant international or national certifications.
• 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 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