Financial Advisor - Remote

Overview

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.

In Short

• Provide strategic advice across a variety of financial products and services.
• Assess client’s overall financial picture and develop a solid financial plan.
• Guide clients towards profitable and secure financial decisions.
• Cultivate client base and build win-win relationships.
• Network and generate leads to meet sales quotas.
• Keep abreast of new industry trends and research market.
• Oversee and update financial plans as necessary.
• Comply with all industry rules and regulations.
• Liaise with other professionals as needed.

Requirements

• Experience as a financial advisor or coach.
• Strong understanding of financial products and services.
• Excellent communication skills.
• Ability to build relationships with clients.
• Sales experience is a plus.
• Knowledge of industry regulations and compliance.
• Ability to work independently and manage time effectively.
• Proficiency in financial planning tools and software.

Benefits

• Flexible working hours.
• Opportunity to supplement your current job or ventures.
• Work remotely from anywhere.
• Join a community of financial professionals.