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Financial Coach (Monterrey)

Posted 3 days agoViewed

View full description

💎 Seniority level: Proven experience

🔍 Industry: Finance

🏢 Company: Intellect👥 251-500💰 Corporate almost 2 years agoPersonal HealthMental HealthMobile AppsWellnessHealth Care

🗣️ Languages: English, local language

⏳ Experience: Proven experience

Requirements:
  • Proven experience as a Financial Advisor, Finance Coach, or similar role with a track record of successful client outcomes
  • Bachelor’s degree in Finance or a related field
  • Strong analytical abilities for interpreting financial data and offering well-grounded, data-based advice
  • Proficient in English and local language, with excellent communication, negotiation, and presentation skills
  • High level of accuracy, attention to detail, and the ability to simplify complex financial concepts for clients
  • Proficiency with database systems and strong PC skills
Responsibilities:
  • Offer strategic advice in essential areas, including debt management, 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 advice
  • Monitor and adjust financial plans as needed, ensuring clients stay on track and adapt to any life changes or shifts in financial goals
Apply

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