Financial Coach (Remote, Vietnam)

About the role

Intellect is looking for a Financial Coach to help clients make informed, strategic decisions and build a secure financial foundation. This is a flexible, freelance role with your own hours, allowing you to work remotely from anywhere and supplement your current job or private practice. Local candidates are preferred, but qualified applicants from elsewhere are welcome.

Key responsibilities

• Offer strategic coaching in areas such as cash flow and budgeting through text and video consultations
• Assess clients' financial situations and design customized financial plans
• Guide clients in making informed, secure financial decisions aligned with their short-term needs and long-term goals
• Help clients manage resources to meet daily obligations and larger goals such as saving for retirement or buying a home
• Stay current with financial trends, market changes and budgeting strategies
• Monitor and adjust financial plans as needed so clients can adapt to life changes or shifts in goals

Required profile

• Proven experience as a Finance Coach or similar role with a track record of successful client outcomes
• Bachelor's degree in Finance or a related field
• Proficiency in English and the local language, with excellent communication, negotiation and presentation skills
• High accuracy and attention to detail, able to simplify complex financial concepts for clients

Required skills

• Strong analytical abilities for interpreting financial data and giving data-based coaching
• Proficiency with database systems and strong PC skills

What we offer

• Flexible hours and remote work from anywhere
• The chance to make a real impact in clients' lives
• A collaborative, mission-driven environment with other finance professionals
• Freedom to share your expertise on a growing virtual platform