Financial Advisor (Freelance / Part-Time / Remote) – UAE
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Key skills for this role
About the Role
MantraCare is looking for experienced Financial Advisors to join their network on a freelance/part-time remote basis. Advisors will conduct one-on-one financial consultations, providing guidance on personal finance, investments, and wealth management.
Key Skills for This Role
Responsibilities
- Conduct one on one financial consultations remotely
- Provide guidance on personal finance, budgeting, savings, investments, and wealth management
- Assist clients in financial planning and goal setting
- Offer insights on retirement planning, insurance, and risk management
- Prepare and maintain accurate client records and consultation notes
- Stay updated with financial market trends and regulatory changes
- Deliver professional and ethical financial advice based on clients' needs
Requirements
- Bachelor's degree in Finance, Accounting, Economics, Business Administration, or a related field
- Relevant certifications (CFA, CFP, CWM, CPA, or equivalent) preferred
- Prior experience in financial advisory, wealth management, banking, or investment consulting
- Strong communication and interpersonal skills
- Ability to conduct virtual consultations professionally
- Good understanding of UAE financial regulations and investment products
- Fluency in English; Arabic is an added advantage
Full Job Posting
About the Role
- MantraCare is looking for experienced and qualified Financial Advisors to join our growing network of experts.
- This is a flexible, remote opportunity for professionals who are passionate about helping individuals and organizations make informed financial decisions.
Key Responsibilities
- Conduct one on one financial consultations remotely.
- Provide guidance on personal finance, budgeting, savings, investments, and wealth management.
- Assist clients in financial planning and goal setting.
- Offer insights on retirement planning, insurance, and risk management.
- Prepare and maintain accurate client records and consultation notes.
- Stay updated with financial market trends and regulatory changes.
- Deliver professional and ethical financial advice based on clients' needs.
Requirements
- Bachelor's degree in Finance, Accounting, Economics, Business Administration, or a related field.
- Relevant certifications (CFA, CFP, CWM, CPA, or equivalent) preferred.
- Prior experience in financial advisory, wealth management, banking, or investment consulting.
- Strong communication and interpersonal skills.
- Ability to conduct virtual consultations professionally.
- Good understanding of UAE financial regulations and investment products.
- Fluency in English; Arabic is an added advantage.
What We Offer
- Flexible working hours.
- Fully remote work opportunity.
- Competitive consultation based earnings.
- Access to a global client network.
- Opportunity to grow as a freelance expert on the MantraCare platform.
- Administrative and operational support for client management.
Compensation
- Earnings based on consultations and client engagements.
- Part time and flexible schedule suitable for working professionals.
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