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Financial Advisor

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Onsite

Financial Advisor

Intelegencia

Financial Advisor

Skills

Financial PlanningCompliance

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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