Remote Financial Coach & Advisor (Freelance)

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

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.