Join our growing team in Intellect as a Financial Advisor where your role is to provide expert guidance on investment opportunities, tax strategies, retirement planning, and other financial matters to our clients based on their needs and goals.
These consultations are conducted primarily through scheduled 30-minute video sessions on our platform.We're seeking to partner with experienced financial coaches and advisors to be a part of a community that is working to bring a holistic approach to our clients' financial wellbeing.This is a freelance remote role with the flexibility to decide your business hours.
Local candidates are preferred but others can still be considered.
This role is a great opportunity to supplement your current job or other ventures.ResponsibilitiesProvide strategic advice across a variety of financial products and services (debt management, cash management, insurance coverage, investments)Assess client's overall financial picture, understand their needs and develop a solid financial planGuide clients towards a profitable and secure financial decisionCultivate client base and build win-win relationshipsNetwork, generate leads and grab opportunities to sell mutual funds, stocks, bonds etc to meet sales quotasKeep abreast of new industry's trends and research market to back up financial consultingOversee the course of the financial plan and update it, if necessary, to ensure profitsComply with all industry rules and regulationsLiaise with providers, solicitors, valuers and other professionalsMinimum RequirementsAt least 3 years of working experience as a Financial Advisor, Finance Coach, or relevant experienceBachelor's or Master's degree in Finance or any related fieldRelevant certifications either internationally accredited or prescribed within country of territoryAbility to analyse market's financial data and to provide appropriate data-based adviceStrong communication, negotiation and presentation skillsAccuracy, attention to detail and the ability to explain complex information clearly and simplyExcellent PC knowledge and ability to operate database systems#J-18808-Ljbffr