job description
Are you looking for a flexible, part-time opportunity to kickstart your career in finance? Join us as a Licensed Financial Advisor in the vibrant communities of Bali, Indonesia—no prior experience required!
This role offers a unique chance to help clients achieve their financial goals while building your expertise in financial planning, investments, and wealth management. Whether you're a recent graduate, a career changer, or someone seeking a rewarding side hustle, this position provides comprehensive training, mentorship, and the tools you need to succeed.
Enjoy the work-life balance of part-time hours in one of the world’s most sought-after destinations. Bali’s dynamic expat and local communities provide an ideal environment to grow your client base and thrive in the financial services industry.
If you’re passionate about finance, enjoy building relationships, and want to make a meaningful impact, we’d love to hear from you. Apply today and take the first step toward a fulfilling career as a Licensed Financial Advisor!
Responsibility
- Conduct one-on-one consultations with clients to assess their financial needs, goals, and risk tolerance.
- Develop personalized financial plans, including investment strategies, retirement planning, and insurance solutions.
- Educate clients on financial products, market trends, and long-term wealth-building strategies.
- Maintain accurate records of client interactions, transactions, and financial plans in compliance with regulatory standards.
- Collaborate with senior advisors and team members to stay updated on industry best practices and product offerings.
- Proactively follow up with clients to review and adjust financial plans as their circumstances change.
- Participate in training programs to obtain and maintain necessary licenses and certifications.
- Leverage digital tools and platforms to streamline client communications and financial analysis.
Qualifications
- No prior experience in financial advising required—full training provided.
- Strong interpersonal and communication skills to build trust and rapport with clients.
- Basic understanding of financial concepts (e.g., savings, investments, insurance) is a plus but not mandatory.
- Self-motivated, goal-oriented, and comfortable working in a target-driven environment.
- Ability to work part-time (flexible hours) and manage client appointments effectively.
- Willingness to obtain necessary financial licenses (training and support provided).
- Proficiency in English; additional languages (e.g., Indonesian, Mandarin) are advantageous.
- Access to a reliable internet connection and a professional workspace for client meetings.