Finance Coach

Intellect; United States; Remote; USD 60,000 - 90,000; Full time

Job summary

Intellect is seeking an experienced Financial Advisor to guide clients on investments, tax strategies, retirement planning and other financial matters through scheduled 30-minute video sessions on our platform.

This freelance remote role offers flexible hours and invites professionals to supplement other ventures. Local candidates are preferred, but applicants from anywhere may apply, provided they bring strong communication skills and data-driven advisory experience.

Qualifications

• 3+ years of experience as a Financial Advisor or Finance Coach
• Bachelor's or Master's in Finance or related field
• Certifications internationally accredited or country-specific
• Ability to analyze market data and provide data-based advice
• Excellent communication, negotiation, and presentation skills
• Proficiency with PC and database systems

Responsibilities

• Provide strategic advice across financial products and services (debt, cash, insurance, investments)
• Assess client financial pictures and develop solid financial plans
• Guide clients toward profitable and secure financial decisions
• Cultivate client base and build win-win relationships
• Network, generate leads and meet sales quotas (mutual funds, stocks, bonds)
• Stay updated on industry trends and research markets
• Oversee and adjust financial plans to ensure profitability
• Comply with industry rules and regulations
• Liaise with providers, solicitors, valuers and other professionals

Skills

Strong communication

Negotiation

Presentation skills

Data analysis

Attention to detail

Explain complex info

PC knowledge

Education

Bachelor's or Master's degree in Finance

Certifications in finance (internationally accredited or country-specific)

Tools

Database systems

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