Financial Coach - 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.
• Stay updated on industry trends and conduct market research.
• Oversee and update financial plans as necessary.
• Comply with all industry rules and regulations.
• Liaise with other professionals such as solicitors and valuers.

Requirements

• Experience as a financial coach or advisor.
• Strong knowledge of financial products and services.
• Excellent communication skills.
• Ability to assess clients' financial needs.
• Proficient in building client relationships.
• Up-to-date with financial regulations.

Benefits

• Flexible working hours.
• Opportunity to work remotely.
• Be part of a supportive community.
• Great opportunity to supplement your current job.