Financial Advisor
3 days ago
Description
• Join our growing team in Intellect as a Financial Advisor • Provide expert guidance on investment opportunities, tax strategies, retirement planning, and other financial matters • Conduct consultations primarily through scheduled 30-minute video sessions on our platform • Partner with experienced financial coaches and advisors to provide a holistic approach to clients’ financial wellbeing • This is a freelance remote role with flexibility to decide your business hours
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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