Holistic Finance(France)
Intellect(4 months ago)
About this role
A Financial Advisor at Intellect provides expert, client-facing guidance on investments, tax strategies, retirement planning, and overall financial wellbeing through scheduled 30-minute video consultations on the company platform. This freelance remote role offers flexible hours and partners experienced advisors to deliver a holistic approach to clients’ financial needs.
Required Skills
- Investment Advice
- Tax Strategies
- Retirement Planning
- Debt Management
- Cash Management
- Insurance Coverage
- Financial Planning
- Client Assessment
- Lead Generation
- Networking
+8 more
Qualifications
- 3+ Years Experience
- Bachelor's Degree
- Master's Degree
- Relevant Certification
- Internationally Accredited Certification
About Intellect
intellect.coIntellect is a global mental health benefits provider that supports over 4 million members across more than 100 countries in 120+ languages. The company offers a wide range of services, including coaching, therapy, self-care tools, crisis management, and learning and development programs. By integrating these offerings, Intellect aims to redefine mental health support for the modern workforce, enhancing employee well-being and productivity. Its comprehensive approach makes mental health resources accessible and effective for global organizations.
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