Part-Time Financial Planner / Financial Advisor (Bilingual: English & Spanish)

Department: Operations

Employment Type: Part-Time (Independent Contractor)

Location: Remote / Work from Home

Rate: $10.00 USD / hour

About the Role

We are on the hunt for a professional, talented, and self-motivated Financial Planner to join our Operations department. In this role, you will act as a trusted advisor to our clients, ensuring they make wise, profitable decisions to meet their short- and long-term financial goals.

You will manage client finances across key areas—including investments, savings, expenses, and debt management—while delivering highly personalized strategies. The ideal candidate is an effective communicator, highly analytical, customer-oriented, and experienced in providing actionable financial advice to a variety of individuals and businesses.

Key Responsibilities

- Financial Analysis & Evaluation: Review and evaluate clients’ financial documents, including income, expenses, assets, and liabilities. Prepare detailed financial and business analysis reports.
- Strategic Planning: Create customized, strategic financial plans and budgets tailored to individual and business client needs.
- Client Advisory: Offer ongoing support and guidance in financial, insurance, and investment planning, acting as a trusted consultant.
- Portfolio & Plan Monitoring: Continuously monitor client needs, market changes, and goals, adjusting financial plans accordingly to ensure optimal outcomes.
- Client Acquisition & Relationship Management: Identify potential clients,



present and market suitable financial products and services, and cultivate long-lasting professional relationships.
- Regulatory Compliance & Industry Knowledge: Ensure full compliance with relevant financial regulations and stay up-to-date on market trends, financial products, and industry best practices.

Mandatory Qualifications & Requirements

- Education: Bachelor’s degree in Finance, Accounting, Economics, or a related field.
- Licensure / Certification: Certified Financial Planner ( CFP ) or equivalent professional financial advisor license/certification.
- Experience: Minimum 1–2 years of experience in a financial planning or financial advisory role, with a proven track record of managing individual or business portfolios.
- Language Proficiency: Bilingual fluency in English and Spanish (both written and spoken) is strictly required to effectively serve our diverse client base.
- Analytical Skills: Strong aptitude for analyzing complex financial data, interpreting regulations, and generating structured analysis reports.
- Key Soft Skills: Exceptional communication, presentation, and interpersonal skills, accompanied by strong problem-solving abilities and high attention to detail.

Why Join Us?

- Adaptable Schedule: Enjoy a 100% remote, part-time contract setup.
- Impactful Work: Help individuals and businesses build sound financial futures through expert guidance and tailored strategies.

How to Apply If you are a licensed financial professional who thrives in a client-focused environment, we’d love to hear from you! Please submit your updated Resume/CV at [email protected].

📌 LATAM Financial Planner (Colombia)
🏢 MindNation
📍 Colombia