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 managementBe 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 adviceBe a trusted partner in helping users build healthier financial habitsYou’re a Great Fit If You
Hold an active and valid CFPHave experience in financial planning or coachingLove educating others and feel confident speaking in webinars or workshopsCommunicate clearly—both in person and in writing (especially for client reports)Are empathetic, detail-oriented, and genuinely care about people’s financial well-beingWork Style
Freelance / Part-Time100% remote – work from anywhere, anytimeFlexible scheduling for 1-on-1s & webinarsWe handle the bookings, you focus on the impactSeniority level
Seniority level
Entry level
Employment type
Employment type
Contract
Job function
Job function
Finance and Sales
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