CFP

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 Do Conduct 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 You Are a Certified Financial Planner (CFP) with a strong grasp of personal finance.

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]