Financial Advisor
July 2
Description
• Provide expert guidance on investment opportunities, tax strategies, retirement planning, and financial matters • Conduct consultations primarily through scheduled 30-minute video sessions • Partner with experienced financial coaches and advisors • Assess client’s overall financial picture and develop solid financial plans • Cultivate client base and build win-win relationships • Comply with industry rules and regulations
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 • 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
Benefits
• Remote role with the flexibility to decide your business hours • Great opportunity to supplement your current job or private practice
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