You will be a financial advisor on our virtual platform, where your role is to support our clients' financial health and growth based on their individual needs and goals. This is delivered through scheduled text-based and video consultations on our platform.
This is a freelance remote role with the flexibility to decide your business hours. Local candidates are preferred but others can still be considered. This role is a great opportunity to supplement your current job or private practice.
We're seeking to partner with experienced Financial Advisors and Finance Coaches to be part of a community working collaboratively to provide strategic financial advice, develop solid financial plans, and guide clients towards profitable and secure financial decisions.
What You’ll Do:
- Provide strategic advice across a variety of financial products and services (debt management, cash management, insurance coverage, investments)
- Assess client’s overall financial picture, understand their needs and develop a solid financial plan
- Guide clients towards a profitable and secure financial decision
- Cultivate client base and build win-win relationships
- Network, generate leads and grab opportunities to sell mutual funds, stocks, bonds etc to meet sales quotas
- Keep abreast of new industry’s trends and research market to back up financial consulting
- Oversee the course of the financial plan and update it, if necessary, to ensure profits
- Comply with all industry rules and regulations
- Liaise with providers, solicitors, valuers and other professionals
Requirements
- Proven working experience as a Financial Advisor, Finance Coach, or relevant experience
- Track record of successful financial guidance
- Ability to analyse market’s financial data and to provide appropriate data-based advice
- Able to communicate in English and local language
- Strong communication, negotiation and presentation skills
- Accuracy, attention to detail and the ability to explain complex information clearly and simply
- Excellent PC knowledge and ability to operate database systems
- BS degree in Finance or related field
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Last updated on Jun 3, 2024