Virtual Financial Advisor

November 27

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Intellect

WebsiteLinkedInAll Job Openings

51 - 200 employees

🧘 Wellness

🤝 B2B

☁️ SaaS

Description

• Are you passionate about empowering clients to take control of their financial future? Join us as a Virtual Financial Advisor, 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 advice, sound planning, and goal-oriented support. Together, we’re helping people navigate their financial journeys with confidence and clarity. • Offer strategic advice in essential areas, including debt management, 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 advice • 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 Financial Advisor, Finance Coach, or similar role with a track record of successful client outcomes • Skills: Strong analytical abilities for interpreting financial data and offering well-grounded, data-based advice • 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 • Education: Bachelor’s degree in Finance or a related field

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