Holistic Finance(France)

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

Résumé du poste

A growing financial consultancy is looking for a Financial Advisor to provide expert guidance on investment opportunities and tax strategies. This freelance remote position offers flexibility in deciding business hours, with a preference for local candidates. Ideal for professionals with at least 3 years of experience in financial advisory roles. Responsibilities include developing financial plans and advising clients on financial decisions.

Qualifications

• Minimum 3 years of experience in financial advisory roles.
• Relevant certifications in finance are required.
• Strong ability to analyze market data and provide insights.

Responsabilités

• Provide strategic advice on financial products and services.
• Assess clients’ financial situations and create plans.
• Guide clients towards secure financial decisions.

Connaissances

Financial analysis

Communication

Negotiation

Attention to detail

Presentation skills

Formation

Bachelor’s or Master’s degree in Finance

Description du poste

Overview

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

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