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Financial Wellness Specialist

Job in South Tangerang, Banten, Indonesia
Listing for: PT Finetiks Inovasi Indonesia
Full Time position
Listed on 2026-01-01
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Sales
Job Description & How to Apply Below
Location: South Tangerang

At Finetiks, our mission is to help Indonesians build better financial habits so they can live financially well.

Finetiks is a platform that helps users manage their finances in one place through clear and practical personal insights. We focus on helping people understand their money, build healthier financial habits, and feel more confident in making financial decisions. Beyond the product, we are building an inclusive community that encourages learning, sharing, and long term financial growth. Through partnerships across the financial ecosystem, we provide access to financial products that support investing, growth, and wealth protection over time.

Currently, we are looking for a Financial Wellness Specialist (Financial Planner), who is passionate about helping people feel confident with money and able to turn financial education into real engagement.

In this role, you will work closely with our Sales and Marketing teams by presenting Finetiks’ Employee Financial Wellness Programs, creating engaging content, and developing initiatives that help employees stay active and motivated throughout their financial journey.

What You’ll Do
  • Deliver presentations and workshops on budgeting, saving, and personal finance
  • Conduct sales pitches to HR teams and company partners with practical financial insights
  • Create short videos and social media content focused on financial wellness topics
  • Design ongoing financial engagement programs that encourage users to stay active on the Finetiks app
  • Collaborate with the Marketing and Product teams to track engagement and improve user retention
This Role Is a Good Fit If You
  • Has CFP certification or a strong background in financial planning and financial literacy
  • Is confident presenting to both small groups and large audiences in Bahasa Indonesia and English
  • Can explain financial topics in a simple, clear, and empathetic way
  • Enjoys being on camera, creating relatable content, and engaging with communities
  • Is proactive, mission driven, and genuinely enjoys seeing people improve their financial lives
Why Join Finetiks
  • Be part of a fintech company that helps Indonesians live financially well
  • Work at the intersection of financial education, technology, and real human impact
  • Collaborate closely with the founder and leadership team
  • Receive a competitive salary with performance based incentives
  • Have a real opportunity to grow your influence in the personal finance space
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