Financial Advisor

Join to apply for the Financial Advisor role at Intelegencia

Are you looking for a rewarding and flexible career where you can grow professionally while helping others secure their financial future? Whether you are 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.

Responsibilities

• 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 fol...