Financial Coach

Intellect; Remote; USD 50,000 - 90,000; Full time

Job summary

An innovative company seeks experienced Financial Advisors to join their remote team. This role offers the flexibility to set your own hours while providing expert guidance on investment opportunities, tax strategies, and retirement planning. As part of a holistic approach to financial wellbeing, you will consult with clients through video sessions, helping them navigate their financial journeys. If you have a passion for finance and a track record of successful guidance, this is a fantastic opportunity to supplement your current job or private practice.

Benefits

Flexible working hours

Remote work opportunity

Supplemental income potential

Qualifications

• 3+ years of experience as a Financial Advisor or Finance Coach.
• Relevant certifications in finance or investment.

Responsibilities

• Provide strategic advice on financial products and services.
• Assess client’s financial picture and develop solid plans.
• Cultivate client relationships and ensure compliance.

Skills

Financial Advisory

Investment Strategies

Tax Strategies

Retirement Planning

Communication Skills

Analytical Skills

Negotiation Skills

Presentation Skills

Education

Bachelor’s degree in Finance

Master’s degree in Finance

Tools

Database Systems

Financial Software

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
• 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

• 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
• Track record of successful financial guidance
• 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

• Remote role with the flexibility to decide your business hours

• Great opportunity to supplement your current job or private practice