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CFP

KoshpalKochi, IN

1 day 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 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.

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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Cfp • Kochi, IN