Contract Financial Planner (Global)

Nayya; United States; A distancia; USD 70.000 - 120.000; Jornada completa

Descripción de la vacante

Northstar, powered by Nayya, is hiring a Financial Planner to provide 1-on-1 guidance to Northstar members via text and video. You will build country-specific advice strategies, customize financial plans, educate members about employer benefits, and collaborate with the Northstar team as a fiduciary advisor.

This remote role requires CFP/CFA/ChFC or equivalent licensing, fluency in English and Spanish, and a proactive, empathetic approach to helping people plan across retirement, investments,

Formación

• Presents client-first, fiduciary financial plans.
• Requires CFP/CFA/ChFC or equivalent licensing.
• Fluent in English and Spanish, both written and spoken.
• Experience with comprehensive personal financial planning across multiple domains.

Responsabilidades

• Provide 1-on-1 financial guidance to Northstar members via text and video.
• Build country-specific advice strategies and launch Northstar in new markets.
• Create customized financial plans to improve members' financial health.
• Educate members on maximizing employer benefits within their country.
• Collaborate with Northstar team as a subject-matter expert on planning matters.

Conocimientos

English fluency

Spanish fluency

Empathy & emotional intelligence

Excellent writing & communication

Remote startup mindset

Educación

CFP / CFA / ChFC or CISI equivalent

Active local licensing/credential

Herramientas

Financial planning software

Northstar proprietary software

Advanced spreadsheet analyses

Descripción del empleo

About Nayya

Founded in 2019, Nayya is on a mission to connect people's most important information, so they can thrive in their health and wealth. Powered by AI and advanced analytics, Nayya's platform transforms complex benefits experiences into intuitive, seamless, and ongoing interactions-meeting people's real world needs. As a trusted platform and partner to leading employers, benefits solutions, and HR tech providers, Nayya unlocks long-term value through helping employees live more resilient lives. Backed by strategic investors like ICONIQ, Felicis Ventures, SemperVirens, Workday Ventures, MetLife Nextgen Ventures, and ADP Ventures, Nayya is ushering in the future of health and wealth for all.

About Nayya

Founded in 2019, Nayya is on a mission to connect people's most important information, so they can thrive in their health and wealth. Powered by AI and advanced analytics, Nayya's platform transforms complex benefits experiences into intuitive, seamless, and ongoing interactions that meet people's real world needs. As a trusted platform and partner to leading employers, benefits solutions, and HR tech providers, Nayya unlocks long-term value by helping employees live more resilient lives. Backed by strategic investors like ICONIQ, Felicis Ventures, SemperVirens, Workday Ventures, MetLife Nextgen Ventures, and ADP Ventures, Nayya is ushering in the future of health and wealth for all.

About Northstar (Powered by Nayya)

Northstar is a leading US & Global financial wellness benefit that provides personalized guidance to support every employee on their unique financial journey. We partner with employers to reach employees at the start of their relationship with money, their paycheck, combining 1-on-1 advice from CERTIFIED FINANCIAL PLANNER® professionals with easy-to-use tools and education.

In 2025, Northstar was acquired by Nayya to build a unified health and wealth experience, combining Nayya's AI-driven guidance with Northstar's financial planning capabilities and planner team. Together, we're making benefits simpler, more personalized, and more actionable for employees year-round.

Financial Planner, Global Overview:

The Financial Planning team delivers 1-on-1 advice that helps employees make confident financial decisions across core planning topics and workplace benefits.

We're hiring a Financial Planner to join our team of CFP® professionals, working directly with Northstar members (employees of our employer clients) to provide client-first financial guidance via text-based chat and video calls. We're most importantly looking for someone who is excited about our vision and mission-we're redefining how financial wellness works and are passionate about making real financial planning accessible to everyone.

In this role, you will:

• Partner with Northstar Planning Leadership to build out the country-specific advice strategy and launch Northstar in Costa Rica
• Build customized financial plans and provide actionable guidance to improve members' financial health
• Provide education that empowers members to maximize their employer benefits within your country
• Support members and build trusting relationships over a text-based interface, phone, and video calls
• Consult with various members of the Northstar team as a subject-matter expert on financial planning matters

You should have:

• An internationally recognized financial planning or advisory designation, such as CFA, CFP (issued by CFP Board or an FPSB affiliate), ChFC, or an equivalent CISI qualification. Active local licensing or accreditation that reflects current, hands-on practice, such as an agente de bolsa credential (Bolsa Nacional de Valores / SUGEVAL) or an insurance intermediary license (SUGESE), is a strong plus. This is an advice-only role with no product sales or trading.
• Fluent English and Spanish - written and spoken
• Experience in multiple areas of personal Finance: Retirement, Equity Compensation, investments, budgeting, debt management, cash flow planning, digital currencies, estate planning, insurance and more
• Experience using financial planning software, adaptability to Northstar proprietary software, and proficiency performing custom spreadsheet analyses
• A track record of providing client-first, comprehensive financial plans to customers in all life stages and from all walks of life in a fiduciary capacity
• Strong qualities of empathy, kindness, and emotional intelligence. You know when to take a quantitative logical approach and when to take an emotional approach.
• A high level of agency in a remote startup environment, and a bias toward action.
• Excellent writing skills and communication skills.
• The availability to work directly with your assigned Northstar members for at least 10 hours a week.

Why you might be excited about us:

We're mission-driven. We believe every person deserves objective, personalized, and affordable financial guidance-we don't make money from referral fees and are fully aligned with the people