Holistic Finance(France)

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

Résumé du poste

Join a growing team as a Financial Advisor, providing expert guidance on investment opportunities and financial planning. This remote freelance role offers flexible hours and the chance to build a client base while ensuring compliance with industry regulations.

Qualifications

• Minimum of 3 years' experience as a Financial Advisor or relevant role.
• Ability to analyze financial data and provide data-driven advice.

Responsabilités

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

Connaissances

Communication

Negotiation

Presentation

Attention to Detail

Formation

Bachelor's or Master's degree in Finance

Outils

Database Systems

Description du poste

Join 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 be part of a community committed to a holistic approach to clients' financial wellbeing.

This is a remote freelance role with flexible working hours. Local candidates are preferred, but others are encouraged to apply. This role offers an excellent opportunity to supplement your current job or other ventures.

Responsibilities

1. Provide strategic advice across various financial products and services, including debt management, cash management, insurance, and investments.
2. Assess clients' overall financial situation, understand their needs, and develop comprehensive financial plans.
3. Guide clients towards profitable and secure financial decisions.
4. Build and cultivate a client base, establishing strong, mutually beneficial relationships.
5. Generate leads and network to meet sales quotas by selling mutual funds, stocks, bonds, etc.
6. Stay updated on industry trends and research market conditions to inform financial consulting.
7. Monitor and update financial plans as needed to ensure profitability.
8. Ensure compliance with all relevant industry rules and regulations.
9. 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 concepts clearly.
• Proficiency in PC operations and database systems.

Additional Details

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