Financial Planner
il y a 4 semaines
As a Financial Advisor at Intellect, you will provide expert guidance on investment opportunities, tax strategies, retirement planning, and other financial matters to our clients based on their needs and goals.
Key Responsibilities:- Conduct scheduled 30-minute video sessions with clients to assess their financial picture and develop a solid financial plan.
- Provide strategic advice across a variety of financial products and services, including debt management, cash management, insurance coverage, and investments.
- Analyse market financial data to provide data-based advice to clients.
- Communicate complex financial information clearly and simply to clients.
- At least 3 years of working experience as a Financial Advisor, Finance Coach, or relevant experience.
- Bachelor's or Master's degree in Finance or any related field.
- Ability to work independently and manage business hours.
This is a freelance remote role with the flexibility to decide your business hours. If you have a passion for helping others achieve their financial goals, we encourage you to apply for this exciting opportunity.
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Financial Planner
il y a 3 semaines
Paris, Île-de-France Intellect Temps pleinFinancial Advisor Role at IntellectAs a Financial Advisor at Intellect, you will provide expert guidance on investment opportunities, tax strategies, retirement planning, and other financial matters to our clients based on their needs and goals.Key Responsibilities:Conduct scheduled 30-minute video sessions with clients to assess their financial picture and...
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Financial Planner
il y a 3 semaines
Paris, Île-de-France Intellect Temps pleinFinancial Advisor Role at IntellectAs a Financial Advisor at Intellect, you will provide expert guidance on investment opportunities, tax strategies, retirement planning, and other financial matters to our clients based on their needs and goals.Key Responsibilities:Conduct scheduled 30-minute video sessions with clients to assess their financial picture and...
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Financial Planner
il y a 4 semaines
Paris, Île-de-France Intellect Temps pleinFinancial Planning Role at Intellect **About the Role** As a Financial Planner at Intellect, you will 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...
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Financial Planner
il y a 4 semaines
Paris, Île-de-France Intellect Temps pleinFinancial Advisor Role at IntellectAs a Financial Advisor at Intellect, you will provide expert guidance on investment opportunities, tax strategies, and retirement planning to our clients based on their needs and goals.Key Responsibilities:Conduct scheduled 30-minute video sessions with clients to assess their financial picture and develop a solid financial...
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Financial Planner
il y a 4 semaines
Paris, Île-de-France Intellect Temps pleinFinancial Advisor Role at IntellectAs a Financial Advisor at Intellect, you will provide expert guidance on investment opportunities, tax strategies, and retirement planning to our clients based on their needs and goals.Key Responsibilities:Conduct scheduled 30-minute video sessions with clients to assess their financial picture and develop a solid financial...
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Financial Planner
il y a 3 semaines
Paris, Île-de-France Intellect Temps pleinFinancial Advisor Role at IntellectAs a Financial Advisor at Intellect, you will provide expert guidance on investment opportunities, tax strategies, retirement planning, and other financial matters to our clients based on their needs and goals.Key Responsibilities:Conduct scheduled 30-minute video sessions with clients to assess their financial picture and...
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Financial Planner
il y a 3 semaines
Paris, Île-de-France Intellect Temps pleinFinancial Advisor Role at IntellectAs a Financial Advisor at Intellect, you will provide expert guidance on investment opportunities, tax strategies, retirement planning, and other financial matters to our clients based on their needs and goals.This is a freelance remote role with the flexibility to decide your business hours. You will provide strategic...
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Financial Planner
il y a 3 semaines
Paris, Île-de-France Intellect Temps pleinFinancial Advisor Role at IntellectAs a Financial Advisor at Intellect, you will provide expert guidance on investment opportunities, tax strategies, and retirement planning to our clients based on their needs and goals.Key Responsibilities:Conduct scheduled 30-minute video sessions with clients to assess their financial picture and develop a solid financial...
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il y a 4 semaines
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