Holistic Financial Advisor

March 14

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Intellect

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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.

51 - 200 employees

🧘 Wellness

🤝 B2B

☁️ SaaS

📋 Description

• Are you passionate about empowering clients to take control of their financial future? Join us as a Financial Coach, where you’ll help clients make informed, strategic decisions to build a secure financial foundation and achieve their financial goals—all from the comfort of your own workspace. • This flexible, freelance role allows you to set your own hours, making it an excellent way to supplement your current job or private practice. While we prefer local candidates, we welcome qualified applicants who share our vision of providing accessible, high-quality financial guidance. • As a member of our team, you’ll collaborate with other finance professionals to offer clients expert financial coaching, sound planning, and goal-oriented support. Together, we’re helping people navigate their financial journeys with confidence and clarity. • Offer strategic coaching in essential areas, such as cash flow and budgeting, through text and video consultations • Assess clients’ financial situations and design customized financial plans tailored to their unique needs and goals • Guide clients in making informed, secure financial decisions that align with their short-term needs and long-term aspirations • Help clients effectively manage their resources to meet both daily obligations and larger goals, such as saving for retirement or purchasing a home • Stay current with financial trends, market changes, and budgeting strategies to offer clients the most relevant coaching • Monitor and adjust financial plans as needed, ensuring clients stay on track and adapt to any life changes or shifts in financial goals

🎯 Requirements

• Experience: Proven experience as a Finance Coach, or similar role with a track record of successful client outcomes • Education: Bachelor’s degree in Finance or a related field • Skills: Strong analytical abilities for interpreting financial data and offering well-grounded, data-based coaching • Communication: Proficient in English and local language, with excellent communication, negotiation, and presentation skills • Attention to Detail: High level of accuracy, attention to detail, and the ability to simplify complex financial concepts for clients • Tech-Savvy: Proficiency with database systems and strong PC skills

🏖️ Benefits

• Flexible hours and remote work from anywhere • Opportunity to make a real impact in clients’ lives by helping them achieve financial security • Collaborative, mission-driven environment with other finance professionals • Freedom to innovate and share your expertise on a growing virtual platform