IntellectIN

Financial Coach

The most comprehensive mental health platform for Asia.

Intellect

Employee count: 51-200

Philippines only

Join our growing team in Intellect as a Financial Advisor where your role is to 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 our platform.

We're seeking to partner with experienced financial coaches and advisors to be a part of a community that is working to bring a holistic approach to our clients’ financial wellbeing.

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 other ventures.

Responsibilities

  • 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
  • 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

  • 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
  • Relevant certifications either internationally accredited or prescribed within country of territory
  • Track record of successful financial guidance
  • Ability to analyse market’s financial data and to provide appropriate data-based advice
  • 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

Benefits

  • Remote role with the flexibility to decide your business hours
  • Great opportunity to supplement your current job or private practice

About the job

Apply before

Posted on

Job type

Contractor

Experience level

Entry-level

Location requirements

Hiring timezones

Philippines +/- 0 hours

About Intellect

Learn more about Intellect and their company culture.

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The most comprehensive mental health platform for Asia.

For HR professionals looking to proactively care for employee wellbeing, Intellect takes the guesswork out with our research-proven mental health platform to nurture a thriving workplace.

Speak with behavioural health coaches, work with licensed psychologists, or take on self-guided programs, entirely within a single platform.

Millions of employees struggle with mental health challenges, leading to loss of business revenue from with productivity, turnover, and absenteeism. Intellect is here to enable organisations to tackle these barriers effectively.

We created an easy and effective mental health journey
experience for everyone and anyone. By integrating technology and
human touch, members can access all these features in just one platform:

  • Self-care app & skill-building programs

  • Certified behavioural health coaches & counsellors

  • Licensed psychologists & full-stack clinical EAP services

  • Access to providers in 14 languages and 20 countries in Asia

Intellect Core Values: RAISE

Resilient: We have the determination and hunger for growth, striving to be better each day.

Authentic: We always remember our "Why" to stay true to our purpose.

Inclusive: We have empathy for everyone, fostering a culture of understanding and consideration for all.

Steadfast: We proceed until apprehended, embodying the mindset of a champion.

Empowering: We empower ourselves and each other, creating an environment where everyone thrives.

Employee benefits

Learn about the employee benefits and perks provided at Intellect.

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Social & Fun Events

Intellect organizes regular social events and team bonding activities, ensuring work is balanced with fun and games.

Inclusive Work Culture

Intellect prides itself on a flexible, compassionate, and inclusive work culture, valuing awesome people and teamwork.

Personal Growth Budget

Intellect provides a yearly budget for training and development, helping employees grow their skills and advance their careers.

Intellect App Access

Intellect employees enjoy premium access to the Intellect app, including unlimited coaching sessions to support mental well-being.

View Intellect's employee benefits
Claim this profileIntellect logoIN

Intellect

Company size

51-200 employees

Founded in

2019

Chief executive officer

Theodoric Chew

View company profile

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Intellect hiring Financial Coach • Remote (Work from Home) | Himalayas