Intelegencia
Financial Advisor
Skills
1 year ago
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Important information
Contract type:
Part time
Work mode:
Onsite
Published on:
7 August 2026
What they need
Are you looking for a rewarding and flexible career where you can grow professionally while helping others secure their financial future?
Whether youre a fresh graduate, career shifter, or looking for a part-time side hustle this role is designed to help you thrive with the right training, mentorship, and support.
- Meet with clients to assess their financial needs and goals
- Develop personalized financial plans and investment strategies
- Recommend suitable financial products and services (e.g., stocks, bonds, insurance, mutual funds)
- Monitor clients' financial situations and adjust plans as needed
- Stay current on market trends, tax laws, and financial products
- Maintain compliance with all financial regulations and ethical standards
- Build and maintain strong client relationships through regular follow-ups
- Educate clients on risks and opportunities in the financial markets
- Use financial software to track and analyze client portfolios
What We Offer
- Flexible work hours (perfect for part-timers, parents, or those with full-time jobs)
- High income potential (commission-based + bonuses)
- Free training and accredited licensing support
- Career growth and promotion opportunities
- Personal and professional development
- Travel incentives and performance rewards
- Open to graduates of any course (fresh grads welcome!)
- No experience required free training and licensing support provided
- Must be coachable, self-driven, and willing to learn
- Strong communication and interpersonal skills
- Willing to work remotely and manage your own schedule
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