Note: The job is a remote job and is open to candidates in USA. FBSPL is a company focused on financial planning, and they are seeking a Financial Planning Consultant to work with households on financial education and planning. The role involves teaching money basics and creating personalized financial plans while managing scheduled calls and follow-ups.
Responsibilities
- Answer booked calls about how a surviving partner would manage the household
- Teach saving, borrowing and budgeting basics in language that assumes no background
- Build a written plan ordered by what the household should tackle first
- Keep a calendar accurate enough that no promised call ever gets missed
- Log every conversation the same day, noting what remains open for later
- Revisit plans when a partner changes jobs or the household situation shifts
Skills
- You keep your own notes, dates and reminders current without being chased
- You would rather set your own order of work than receive instructions
- You can discuss a difficult subject with a nervous couple without hurrying
- You enjoy teaching money fundamentals to people who never learned them properly
- You accept earnings that rise and fall with what you actually produce
- You have quiet space at home and stay at your desk reliably
Benefits
- Structured education in money fundamentals, taught in order rather than absorbed randomly.
- A mentor who reads your written plans and pushes for sharper recommendations.
- Households arrive already scheduled, so your hours go into preparation and conversation.
- Appointment blocks you arrange around the hours your own household actually works.
- Funded study toward further qualifications, plus workshops throughout the whole year.
Company Overview