Are you passionate about empowering clients to take control of their financial future? Join us as a Financial Coach, where you’ll help clients make informed, strategic decisions to build a secure financial foundation and achieve their financial goals—all from the comfort of your own workspace.This flexible, freelance role allows you to set your own hours, making it an excellent way to supplement your current job or private practice. While we prefer local candidates, we welcome qualified applicants who share our vision of providing accessible, high-quality financial guidance.Why Join Us?As a member of our team, you’ll collaborate with other finance professionals to offer clients expert financial coaching, sound planning, and goal-oriented support. Together, we’re helping people navigate their financial journeys with confidence and clarity.What You’ll Do 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 Why You’ll Love This Role 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 If you’re a dedicated Financial Coach eager to guide clients toward financial success, apply today to join us in delivering trusted financial coaching and planning to clients worldwide.Requirements Experience: Proven experience as a Finance Coach, or similar role with a track record of successful client outcomes Education: Bachelor’s degree in Finance or a related field Skills: Strong analytical abilities for interpreting financial data and offering well-grounded, data-based coaching Communication: Proficient in English and local language, with excellent communication, negotiation, and presentation skills Attention to Detail: High level of accuracy, attention to detail, and the ability to simplify complex financial concepts for clients Tech-Savvy: Proficiency with database systems and strong PC skills
Are you passionate about empowering clients to take control of their financial future? Join us as a Financial Coach, where you’ll help clients make informed, strategic decisions to build a secure financial foundation and achieve their financial goals—all from the comfort of your own workspace.
This flexible, freelance role allows you to set your own hours, making it an excellent way to supplement your current job or private practice. While we prefer local candidates, we welcome qualified applicants who share our vision of providing accessible, high-quality financial guidance.
Why Join Us?
As a member of our team, you’ll collaborate with other finance professionals to offer clients expert financial coaching, sound planning, and goal-oriented support. Together, we’re helping people navigate their financial journeys with confidence and clarity.
What You’ll Do
- 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
Why You’ll Love This Role
- 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
If you’re a dedicated Financial Coach eager to guide clients toward financial success, apply today to join us in delivering trusted financial coaching and planning to clients worldwide.
Requirements
- Experience: Proven experience as a Finance Coach, or similar role with a track record of successful client outcomes
- Education: Bachelor’s degree in Finance or a related field
- Skills: Strong analytical abilities for interpreting financial data and offering well-grounded, data-based coaching
- Communication: Proficient in English and local language, with excellent communication, negotiation, and presentation skills
- Attention to Detail: High level of accuracy, attention to detail, and the ability to simplify complex financial concepts for clients
- Tech-Savvy: Proficiency with database systems and strong PC skills
🤔 Who Are We?Intellect is a modern-day mental health company with a mission to make mental healthcare & wellbeing support accessible for everyone.Today, Intellect is the largest and fastest growing mental health tech company in Asia, and serves over 2 million members and leading organizations globally through our mental health platform. Intellect was also selected as one of Google’s Best Apps of 2020.Intellect is backed by leading investors including Insignia Ventures Partners, Y Combinator, XA Network, and an extensive list of family offices, big tech executives & renowned angel investors.💪 Our MissionOur mission is to make mental health support radically more accessible, preventative & relatable, and stigma-free.💡 Highlights
Join an exponentially growing startup with a team of 90+ people from 15+ different countries
Help build a product that has over 3 million users and 100,000 positive reviews
Redefine the mental health space in Asia and help people feel better about themselves
Backed by top investors including Insignia Ventures Partners, Y Combinator, XA Network
As featured on Techcrunch, Tech in Asia, Vogue, Elle, Yahoo, and many more
🤔 Who Are We?
Intellect is a modern-day mental health company with a mission to make mental healthcare & wellbeing support accessible for everyone.
Today, Intellect is the largest and fastest growing mental health tech company in Asia, and serves over 2 million members and leading organizations globally through our mental health platform. Intellect was also selected as one of Google’s Best Apps of 2020.
Intellect is backed by leading investors including Insignia Ventures Partners, Y Combinator, XA Network, and an extensive list of family offices, big tech executives & renowned angel investors.
💪 Our Mission
Our mission is to make mental health support radically more accessible, preventative & relatable, and stigma-free.
💡 Highlights
- Join an exponentially growing startup with a team of 90+ people from 15+ different countries
- Help build a product that has over 3 million users and 100,000 positive reviews
-
Redefine the mental health space in Asia and help people feel better about themselves
- Backed by top investors including Insignia Ventures Partners, Y Combinator, XA Network
- As featured on Techcrunch, Tech in Asia, Vogue, Elle, Yahoo, and many more
