Intellect logo

Financial Advisor (Australia)

Intellect
Department:Finance
Type:REMOTE
Region:Australia
Location:Australia
Experience:Entry level
Estimated Salary:A$60,000 - A$90,000
Skills:
FINANCIAL ADVISINGDATA ANALYSISCOMMUNICATIONNEGOTIATIONPRESENTATIONATTENTION TO DETAILTECHNOLOGY PROFICIENCY
Share this job:

Job Description

Posted on: February 16, 2025

Are you passionate about empowering clients to take control of their financial future? 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. Requirements

  • 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
Originally posted on LinkedIn

Apply now

Please let the company know that you found this position on our job board. This is a great way to support us, so we can keep posting cool jobs every day!

Remote-Work.app logo

Remote-Work.app

Get Remote-Work.app on your phone!

SIMILAR JOBS
RelocateU 🌱 logo

International Finance Manager

RelocateU 🌱
4 days ago
Finance
Remote (UK)
United Kingdom
INTERNATIONAL ACCOUNTINGE-FAPIAOCARBON ACCOUNTING+5 more
Pro-Recruitment Group logo

Senior Financial Modelling Analyst

Pro-Recruitment Group
4 days ago
Finance
Remote (UK)
United Kingdom
FINANCIAL MODELLINGDATA ANALYTICSDUE DILIGENCE+5 more
Finrox Recruitment logo

Senior Finance Manager

Finrox Recruitment
4 days ago
Finance
Remote (UK)
United Kingdom
FINANCE MANAGEMENTACCOUNTINGCASH FLOW MANAGEMENT+2 more
Euro Exim Bank logo

Trade Finance Professional

Euro Exim Bank
5 days ago
Finance
Remote (EU)
Paris, Île-de-France, France
SALESLEAD GENERATIONFINANCIAL CONSULTATION+7 more
G-P logo

Finance Associate (Part Qual or Newly Qual)

G-P
5 days ago
Finance
Remote (EU)
Ireland
ACCOUNTINGUS GAAPMICROSOFT EXCEL+2 more
Community
Remote Jobs
Post a job