Remote Financial Coach & Advisor - Freelance Consulting

The Intellect Company; Singapore; Remote; SGD 67,000 - 100,000; Full time

Job summary

The Intellect Company is seeking experienced Financial Advisors for a flexible, freelance remote role. Consultants will provide expert guidance on investment opportunities, tax strategies, retirement planning, and other financial matters to clients.

Consultations are conducted primarily through scheduled 30-minute video sessions on our platform. We aim to partner with seasoned financial coaches to deliver a holistic approach to clients’ financial wellbeing.

Qualifications

• At least 3 years of experience as a Financial Advisor or Finance Coach.
• Bachelor’s or Master’s degree in Finance or related field.
• Internationally accredited certifications or country-specific equivalents.
• Ability to analyse market financial data and provide data-based advice.
• Strong communication, negotiation and presentation skills.
• Attention to detail and ability to explain complex information clearly.

Responsibilities

• Provide strategic advice across various financial products and services.
• Assess client’s overall financial picture and develop a solid plan.
• Guide clients towards profitable and secure financial decisions.
• Cultivate client base and build win-win relationships.
• Network, generate leads and meet sales quotas.
• Keep abreast of industry trends and research market data.
• Oversee the financial plan and update as needed to ensure profits.
• Comply with industry rules and regulations.
• Liaise with providers, solicitors, valuers and other professionals.

Skills

Analytical finance data

Communication and negotiation

Presentation skills

Attention to detail

Database/PC proficiency

Education

Bachelor’s or Master’s degree in Finance or related field

Internationally accredited certification / country-specific accreditation

Job description

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