Global CFP Financial Planner - Remote 1:1 Guidance

nayya; United States; Remote; USD 70,000 - 120,000; Full time

Job summary

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,

Qualifications

• 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.

Responsibilities

• 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.

Skills

English fluency

Spanish fluency

Empathy & emotional intelligence

Excellent writing & communication

Remote startup mindset

Education

CFP / CFA / ChFC or CISI equivalent

Active local licensing/credential

Tools

Financial planning software

Northstar proprietary software

Advanced spreadsheet analyses

Job description

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,