Freelance Financial Advisor - Remote

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.