Holistic Finance(France)

Intellect; France; À distance; EUR 20 000 - 40 000; Temps partiel

Résumé du poste

A financial advisory firm is seeking an experienced Financial Advisor to offer expert guidance on investments, tax strategies, and retirement planning remotely. The role allows flexible hours and is ideal for supplementing existing ventures. Candidates should have at least 3 years of experience and relevant degrees or certifications. Strong communication and analytical skills are essential for this position.

Qualifications

• At least 3 years of working experience as a Financial Advisor or Finance Coach.
• Relevant certifications either internationally accredited or prescribed locally.
• Ability to analyze financial data and provide appropriate advice.

Responsabilités

• Provide strategic advice across various financial products and services.
• Assess client’s financial picture and develop a financial plan.
• Guide clients towards profitable financial decisions.

Connaissances

Communication skills

Financial analysis

Negotiation skills

Presentation skills

Attention to detail

Formation

Bachelor’s or Master’s degree in Finance

Description du poste

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

We're seeking to partner with experienced financial coaches and advisors to be a part of a community that is working to bring a holistic approach to our clients’ financial wellbeing.

This is a freelance remote role with the flexibility to decide your business hours. Local candidates are preferred but others can still be considered. This role is a great opportunity to supplement your current job or other ventures.

Responsibilities

• Provide strategic advice across a variety of financial products and services (debt management, cash management, insurance coverage, investments)
• Assess client’s overall financial picture, understand their needs and develop a solid financial plan
• Guide clients towards a profitable and secure financial decision
• Cultivate client base and build win-win relationships
• Network, generate leads and grab opportunities to sell mutual funds, stocks, bonds etc to meet sales quotas
• Keep abreast of new industry’s trends and research market to back up financial consulting
• Oversee the course of the financial plan and update it, if necessary, to ensure profits
• Comply with all industry rules and regulations
• Liaise with providers, solicitors, valuers and other professionals

Requirements

Qualifications:

• At least 3 years of working experience as a Financial Advisor, Finance Coach, or relevant experience
• Bachelor’s or Master’s degree in Finance or any related field
• Relevant certifications either internationally accredited or prescribed within country of territory
• Internationally accredited certification / prescribed within country
• Ability to analyse market’s financial data and to provide appropriate data-based advice
• Strong communication, negotiation and presentation skills
• Accuracy, attention to detail and the ability to explain complex information clearly and simply
• Excellent PC knowledge and ability to operate database systems