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Personal Finance Expert

1 week ago

Hong Kong Island, Hong Kong SAR China Intellect Full time

Deliver Trusted Financial Guidance as a Financial Coach at Intellect. In this flexible, freelance role, you'll help clients achieve financial stability and success from the comfort of your own workspace.

About Intellect

We're a mission-driven organization dedicated to providing accessible, high-quality financial guidance to clients worldwide. Our team of finance professionals is passionate about empowering individuals to take control of their financial futures.

Job Highlights
  • Opportunity to make a real impact in clients' lives by helping them achieve financial security
  • Collaborative, dynamic environment with other finance professionals
  • Freedom to innovate and share your expertise on a growing virtual platform
  • Flexible hours and remote work from anywhere
What You'll Do
  • Assess clients' financial situations and design customized financial plans tailored to their unique needs and goals
  • Offer strategic coaching in essential areas, such as cash flow and budgeting, through text and video consultations
  • 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 coaching