Financial Planner Roles for CFP-Certified & Aspiring Professionals (Flexible Career Path)

Before You Apply

Please note that this opportunity is conducted in partnership with Prudential Indonesia and Prudential Syariah Indonesia.

This is a performance-based business opportunity, not a salaried employment role. In return, you'll have greater flexibility to manage your schedule, work from anywhere, and build a long-term Financial Planning business with uncapped income potential.

You may pursue this opportunity either by building a full-time practice through our Career Switch Program (CSP) or alongside your current profession through our Dual Career Program (DCP).

About the Opportunity

We are a Financial Planning community committed to helping individuals and families build stronger financial foundations.

As a Financial Planner, your primary focus is to educate clients, understand their financial goals, develop personalized financial plans, and help them implement those plans through appropriate financial solutions, including Prudential products when suitable.

Whether you're exploring a new profession or expanding your current career, we provide the training, mentorship, and proven system to help you build a sustainable Financial Planning practice.

What You'll Do

• Improve financial literacy through education and consultation.
• Understand clients financial goals and priorities.
• Develop personalized Financial Plans.
• Recommend appropriate financial solutions, including Prudential products when relevant.
• Build long-term client relationships based on trust and professional advice.
• Continuously develop your expertise as a Financial Planning professional.

Choose Your Career Path

• Career Switch Program (CSP)
• Build a full-time Financial Planning practice.
• Designed for professionals who want to transition into Financial Planning as their primary profession through structured onboarding, mentorship, and business development.

• Dual Career Program (DCP)
• Start your Financial Planning practice alongside your current profession.
• Designed for professionals who want to build an additional income stream while maintaining their existing career with greater flexibility.

What You'll Gain

• A proven system to build your own Financial Planning business in partnership with Prudential.
• Comprehensive development in Financial Planning, Leadership, Sales, and Personal Development.
• One-on-one mentorship and practical business coaching.
• A supportive community committed to continuous growth.
• Flexible working arrangements with greater control over your time and location.
• A professional certification pathway from AWP → RFP → CFP, including scholarship opportunities for eligible participants and cash incentives for eligible professionals who already hold AWP, RFP, or CFP certifications.

Who We're Looking For

We're looking for individuals who:

• Hold a bachelor's degree.
• Are passionate about personal finance or wealth management.
• Enjoy helping others make better financial decisions.
• Have strong communication and interpersonal skills.
• Are committed to continuous learning and professional growth.
• Value entrepreneurship and long-term relationship building.

Previous experience in sales or customer service is an advantage but not required.

Build Something Meaningful

If you're looking to build a meaningful profession, grow a long-term Financial Planning business, and make a positive impact on the financial well-being of individuals and families, we encourage you to apply.