Finance Coach

Intellect; United States; Remote; USD 60,000 - 120,000; Part time

Job summary

Intellect offers a freelance remote Financial Advisor role focused on guiding clients through investments, tax strategies, and retirement planning via scheduled video sessions. You will deliver data-driven recommendations and build lasting client relationships.

The role is remote and flexible, with local candidates preferred but applicants from elsewhere considered who can work independently and meet sales targets.

Qualifications

• 3+ years of experience as a Financial Advisor, Finance Coach, or similar role.
• Bachelor’s or Master’s degree in Finance or related field.
• Certifications either internationally accredited or country-specific.

Responsibilities

• Provide strategic advice across financial products and services.
• Assess client’s financial picture and develop a solid plan.
• Guide clients toward profitable, secure financial decisions.
• Cultivate client base and build win-win relationships.
• Network, generate leads, and meet sales quotas for investments.
• Stay updated on industry trends and market research.

Skills

Financial analysis

Communication

Negotiation

Presentation

Education

Bachelor’s degree in Finance

Master’s degree in Finance

Certifications (international)

Tools

Database systems

PC proficiency

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