Intellect

Financial Coach

Intellect

contract

Posted on:

Location Type: Remote

Location: Australia

Visit company website

Explore more

✨ AI Apply
Apply

About the role

  • Offer strategic coaching in essential areas, such as 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 coaching
  • Monitor and adjust financial plans as needed, ensuring clients stay on track and adapt to any life changes or shifts in financial goals

Requirements

  • Proven experience as a Finance Coach, or similar role with a track record of successful client outcomes
  • Bachelor’s degree in Finance or a related field
  • Strong analytical abilities for interpreting financial data and offering well-grounded, data-based coaching
  • Ability to produce engaging written content; video creation skills are a plus but not mandatory.
  • Proficient in English and local language, with excellent communication, negotiation, and presentation skills
  • High level of accuracy, attention to detail, and the ability to simplify complex financial concepts for clients
  • Proficiency with database systems and strong PC skills
Benefits
  • 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
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
financial planningbudgetingcash flow managementdata analysisfinancial data interpretationvideo creation
Soft Skills
analytical abilitiescommunication skillsnegotiation skillspresentation skillsattention to detailability to simplify complex concepts