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9 INTELLECT SUPPORT SERVICES Jobs
Financial Advisor
INTELLECT SUPPORT SERVICES
posted 9hr ago
Job Role Insights
Flexible timing
Key skills for the job
Job Description
Join us as a Financial Advisor, where you ll help clients make informed, strategic decisions to build a secure financial foundation and achieve their financial goals all from the comfort of your own workspace.
This flexible, freelance role allows you to set your own hours, making it an excellent way to supplement your current job or private practice. While we prefer local candidates, we welcome qualified applicants who share our vision of providing accessible, high-quality financial guidance.
Why Join Us
As a member of our team, you ll collaborate with other finance professionals to offer clients expert financial advice, sound planning, and goal-oriented support. Together, we re helping people navigate their financial journeys with confidence and clarity.
What You ll Do
- Offer strategic advice in essential areas, including debt management, cash flow, and budgeting, through text and video consultations
- Assess clients financial situations and design customized financial plans tailored to their unique needs and goals
- Guide clients in making informed, secure financial decisions that align with their short-term needs and long-term aspirations
- Help clients effectively manage their resources to meet both daily obligations and larger goals, such as saving for retirement or purchasing a home
- Stay current with financial trends, market changes, and budgeting strategies to offer clients the most relevant advice
- Monitor and adjust financial plans as needed, ensuring clients stay on track and adapt to any life changes or shifts in financial goals
Why You ll Love This Role
- Flexible hours and remote work from anywhere
- Opportunity to make a real impact in clients lives by helping them achieve financial security
- Collaborative, mission-driven environment with other finance professionals
- Freedom to innovate and share your expertise on a growing virtual platform
If you re a dedicated Financial Advisor eager to guide clients toward financial success, apply today to join us in delivering trusted financial advice and planning to clients worldwide.
- Experience: Proven experience as a Financial Advisor, Finance Coach, or similar role with a track record of successful client outcomes
- Education: Bachelor s degree in Finance or a related field
- Skills: Strong analytical abilities for interpreting financial data and offering well-grounded, data-based advice
- Communication: Proficient in English and local language, with excellent communication, negotiation, and presentation skills
- Attention to Detail: High level of accuracy, attention to detail, and the ability to simplify complex financial concepts for clients
- Tech-Savvy: Proficiency with database systems and strong PC skills
Employment Type: Full Time, Permanent
Read full job description What people at INTELLECT SUPPORT SERVICES are saying
What INTELLECT SUPPORT SERVICES employees are saying about work life
based on 35 employees
Flexible timing
Monday to Saturday
Within city
Day Shift
INTELLECT SUPPORT SERVICES Benefits
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