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Freelance Financial Advisor - Remote

Posted 16 weeks ago

Overview

We are looking for a Freelance Financial Advisor to join Intellect, a community that supports financial well-being by collaborating with experienced financial coaches and advisors.

In Short

  • Provide strategic advice on various financial products and services.
  • Understand clients' overall financial situations and needs.
  • Support clients in making sound financial decisions.
  • Develop a client base and build win-win relationships.
  • Stay updated on new trends and markets in financial consulting.
  • Regularly review and update financial plans as needed.
  • Ensure compliance with industry regulations.
  • Collaborate with providers, lawyers, appraisers, and other professionals.

Requirements

  • Experience in financial advising or consulting.
  • Strong understanding of tax strategies and retirement planning.
  • Ability to provide investment advice.
  • Excellent communication and interpersonal skills.
  • Ability to work independently and manage time effectively.

Benefits

  • Flexible working hours.
  • Opportunity to work remotely.
  • Collaborate with a community of financial professionals.
  • Potential for personal and professional growth.

Translated from Japanese

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