Financial Consultant

il y a 3 jours

Paris, Île-de-France Intellect Temps plein

As a Financial Advisor at Intellect, you will play a crucial role in providing expert guidance on investment opportunities, tax strategies, and retirement planning to our clients. Your primary responsibility will be to conduct scheduled 30-minute video sessions on our platform, assessing clients' financial needs and developing personalized financial plans.

We are seeking experienced financial coaches and advisors to join our community, which is dedicated to bringing a holistic approach to our clients' financial wellbeing. This is a freelance remote role with the flexibility to decide your business hours. Local candidates are preferred, but we also consider other candidates.

Key Responsibilities

  1. Provide strategic advice on debt management, cash management, insurance coverage, and investments
  2. Assess clients' overall financial picture, understand their needs, and develop a solid financial plan
  3. Guide clients towards profitable and secure financial decisions
  4. Cultivate client relationships and build win-win partnerships
  5. Network, generate leads, and identify opportunities to sell mutual funds, stocks, and bonds
  6. Stay up-to-date with industry trends and research markets to inform financial consulting
  7. Oversee the course of the financial plan and update it as necessary to ensure profits
  8. Comply with industry regulations and best practices
  9. Liaise with providers, solicitors, valuers, and other professionals

Minimum Requirements

  1. At least 3 years of experience as a Financial Advisor, Finance Coach, or relevant experience
  2. Bachelor's or Master's degree in Finance or a related field
  3. Relevant certifications, either internationally accredited or prescribed within the country or territory
  4. Ability to analyze financial data and provide data-driven advice
  5. Strong communication, negotiation, and presentation skills
  6. Accuracy, attention to detail, and the ability to explain complex information clearly
  7. Excellent PC knowledge and ability to operate database systems

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