Financial Advisor - Australia

January 4

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Logo of Intellect

Intellect

Intellect is a leading platform focused on enhancing mental health and wellbeing in the workplace. It offers a comprehensive, research-backed mental health platform that combines technology with human touch to provide an accessible mental health journey. The platform includes self-guided programs, access to licensed psychologists, behavioural health coaches, and crisis support, available in 30 languages across 60 countries. Intellect is designed to empower HR professionals and organizations by providing tools that improve employee wellbeing, decrease anxiety, and boost productivity. It facilitates customised mental health support, allowing organisations to tackle challenges such as low productivity and team dynamics effectively.

📋 Description

• Join our growing team in Intellect as a Financial Advisor. • Provide expert guidance on investment opportunities, tax strategies, retirement planning, and more. • Conduct consultations through scheduled 30-minute video sessions. • Partner with experienced financial coaches and advisors for holistic client support. • Freelance remote role with flexible business hours. • Responsibilities include providing financial advice, assessing clients’ needs, and cultivating client relationships. • Keep abreast of industry trends and comply with regulations. • Liaise with other professionals as necessary.

🎯 Requirements

• 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.

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