About the Role

Part-time remote role providing personalized financial advice and education. Responsibilities include 1-on-1 consultations, leading webinars, and creating client reports. Requires a CFP® certification and experience in financial planning.

Key Responsibilities

• Lead 1-on-1 financial consultations for budgeting, saving, investing, or debt management
• Be a speaker or panelist in Finku-hosted webinars and financial education sessions
• Create post-session reports summarizing user goals, insights, and actionable advice
• Be a trusted partner helping users build healthier financial habits

Required Skills & Qualifications

Must Have:

• 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

Benefits & Perks

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