Intellect

Financial Coach - Australia

Intellect

Posted 12 hours ago

Employment Type

Part Time

Location

Completely Remote

Requirements

Proven experience, Bachelor's degree, Analytical skills, Communication, Attention to detail, Tech-savvy

Required Skills

Financial Coaching Budgeting Client services Remote Work

Job Description

Responsibilities

  • 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

  • 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
  • Content Creation: Ability to produce engaging written content; video creation skills are a plus but not mandatory.
  • 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

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

About the Company

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.

How to Apply

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