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CFP - india

CFP - india

Koshpalmount, kerala, in
3 days ago
Job description

Financial Coach (CFP) Full-Time | Remote

At Koshpal, we’re reimagining financial wellness for the modern workplace.

We partner with organizations to help employees achieve financial clarity, control, and confidence through personalised 1 : 1 financial coaching and smart money-management tools.

We’re looking for Certified Financial Planners (CFPs) who believe financial literacy is not a luxury it’s a life skill.

Role : Financial Coach (CFP)

Type : Full-Time | Remote

Location : Anywhere in India

Apply at : 📩 koshpal@koshpal.com

🧭 What You’ll DoConduct 1 : 1 and group financial coaching sessions using Koshpal’s data-driven framework.

  • Help clients analyze spending, set goals, and make smarter money decisions.
  • Educate on budgeting, saving, debt, loans, insurance, and emergency funds.
  • Identify behavioral patterns and design personalized financial action plans.
  • Use insights from the Koshpal app dashboard to track progress and create measurable change.
  • Collaborate with the product team to improve financial education tools and content.

🎓 You’re a Great Fit If YouAre a Certified Financial Planner (CFP) with a strong grasp of personal finance.

  • Communicate with empathy and clarity — no jargon, no judgment.
  • Can simplify complex financial topics into real-world, relatable advice.
  • Are proactive, structured, and driven to make a real impact.
  • Speak English + Hindi (or any regional language fluently).
  • Compensation

    Fixed salary + performance-based incentives.

    Remote-first, with occasional in-person workshops.

    🚀 Join us in building India’s first financial wellness platform for employees where money feels simple, guided, and empowering.

    📩 Send your CV to : koshpal@koshpal.com

    Subject : Financial Coach (CFP) – [Your Name]

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    India • mount, kerala, in

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