Holistic Finance(France)

Intellect; Paris; À distance; EUR 40 000 - 80 000; Plein temps

Résumé du poste

An established industry player is seeking a skilled Financial Advisor to join their remote team. This role involves providing expert guidance on investments, tax strategies, and retirement planning tailored to clients' unique financial goals. With a focus on building strong client relationships and delivering data-driven advice, you'll play a vital role in enhancing clients' financial wellbeing. This flexible freelance position allows you to work from anywhere, making it an excellent opportunity for those looking to supplement their income while making a significant impact in the financial sector.

Qualifications

• 3+ years of experience as a Financial Advisor or Finance Coach.
• Strong analytical skills to provide data-driven financial advice.

Responsabilités

• Provide strategic advice on financial products including investments and insurance.
• Develop comprehensive financial plans tailored to clients' needs.

Connaissances

Financial Analysis

Client Relationship Management

Communication Skills

Negotiation Skills

Attention to Detail

Formation

Bachelor's Degree in Finance

Master's Degree in Finance

Outils

PC and 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. These consultations are primarily conducted through scheduled 30-minute video sessions on our platform.

We're seeking experienced financial coaches and advisors to join a community dedicated to a holistic approach to clients' financial wellbeing.

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

Responsibilities

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

Requirements

• At least 3 years of experience as a Financial Advisor, Finance Coach, or similar role.
• Bachelor's or Master's degree in Finance or a related field.
• Relevant international certifications or those recognized within the country of operation.
• 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 with PC and database systems.