Financial Advisor (Freelance Remote)
Job Description
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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
- 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
Qualifications:
- 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
- Ability to analyze 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
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Intellect
View Company ProfileIntellect (operating under intellect.co) is the premier, enterprise-grade digital mental health ecosystem, workplace wellbeing pioneer, and hyper-localized clinical care powerhouse engineered to operate as the definitive, high-velocity Employee Assistance Program (EAP), virtual coaching, and predictive mental health screening layer for global workforces and large-scale corporate organizations across Asia Pacific and internationally. The company completely eliminates the severe systemic friction of traditional workforce mental healthcare—where multinational enterprise employees face crushing societal stigma, high out-of-pocket therapy barriers, multi-week appointment delays, and disconnected, culturally unaligned counseling frameworks—by deploying an advanced, end-to-end preventative mental health matrix. Moving far beyond traditional, passive physical clinic models or simple standalone mindfulness applications, Intellect natively unifies a 24/7 immediate clinical triage helpline, certified behavioral health coaching, virtual and in-person psychiatric or psychological therapy care pathways, and a comprehensive library of self-guided cognitive behavioral therapy (CBT) modules into a single high-availability digital workspace. Serving over 4 million lives globally across more than 100 countries and available in 120+ localized languages, the platform empowers top-tier enterprise giants and healthcare institutions—including Merck, Philips, foodpanda, ByteDance, and Shell—to reduce employee burnout and optimize workplace productivity with production-hardened engineering precision. Under the hood, its sophisticated technical core—backed by $22.2M in elite venture financing from global powerhouses like Tiger Global Management, Insignia Ventures Partners, Y Combinator, and strategic hospital operator IHH Healthcare—coordinates secure multi-tenant data telemetry, cross-border clinical network dispatching, and strict regional regulatory compliance boundaries built to deliver data-driven organizational analytics without compromising individual employee anonymity. What sets Intellect apart is its uncompromising dedication to replacing reactive, crisis-driven mental health care with absolute preventative accessibility and workforce cultural resonance; by bridging the gap between performance-intensive conversational telemetry and immediate, empathetic clinical support, the enterprise remains the definitive, category-defining cornerstone of modern algorithmic corporate wellness and global mental health tech transformation.
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