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Part-Time Financial Advisor (CFP)

Part-Time Financial Advisor (CFP)

FinkuWorkFromHome, Jawa Tengah, Indonesia
26 days ago
Job description

Join to apply for the Part-Time Financial Advisor (CFP) role at Finku

Join to apply for the Part-Time Financial Advisor (CFP) role at Finku

  • Lead 1-on-1 financial consultations to help users with budgeting, saving, investing, or debt management
  • Be a speaker or panelist in Finku-hosted webinars and financial education sessions (online or offline)
  • Create post-session reports that summarize user goals, insights, and actionable advice
  • Be a trusted partner in helping users build healthier financial habits
  • Hold an active and valid CFP
  • Have experience in financial planning or coaching
  • Love educating others and feel confident speaking in webinars or workshops
  • Communicate clearly—both in person and in writing (especially for client reports)
  • Are empathetic, detail-oriented, and genuinely care about people’s financial well-being

What You'll Be Doing

  • Lead 1-on-1 financial consultations to help users with budgeting, saving, investing, or debt management
  • Be a speaker or panelist in Finku-hosted webinars and financial education sessions (online or offline)
  • Create post-session reports that summarize user goals, insights, and actionable advice
  • Be a trusted partner in helping users build healthier financial habits
  • You’re a Great Fit If You

  • Hold an active and valid CFP
  • Have experience in financial planning or coaching
  • Love educating others and feel confident speaking in webinars or workshops
  • Communicate clearly—both in person and in writing (especially for client reports)
  • Are empathetic, detail-oriented, and genuinely care about people’s financial well-being
  • Work Style

  • Freelance / Part-Time
  • 100% remote – work from anywhere, anytime
  • Flexible scheduling for 1-on-1s & webinars
  • We handle the bookings, you focus on the impact
  • Seniority level

    Seniority level

    Entry level

    Employment type

    Employment type

    Contract

    Job function

    Job function

    Finance and Sales

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    Financial • WorkFromHome, Jawa Tengah, Indonesia