The financial advisor provides individual consultations to employees of client companies on the platform regarding personal finance management, enhancing financial stability, and reducing financial stress.

The service is part of the wellbeing and employee support programs of our client companies.

Work Format

The financial advisor conducts:

Individual consultations:

• online (video)

• duration 45–60 minutes

• through the company's platform

If necessary, the following are possible:

• group webinars

• educational sessions for employees

Education and Experience

• education in finance, economics, or related disciplines

• experience in financial consulting of at least 3 years

• practical experience with personal finance or investments

• Having a sole proprietorship is mandatory

Consultation Topics

• Personal finance
• Saving
• Investments
• Debts and loans
• Financial stress

Professional Skills

The specialist must:

• be able to explain complex financial issues in simple language

• work with clients without financial education

• have consulting skills

• be able to handle sensitive financial issues

Advantages

• experience in conducting webinars

• experience in the banking or investment sector

• CFA, CFP, or similar certifications

Please submit your proposals for the cost of a consultation for 45-60 minutes,