Contract Financial Planner (Global)

Responsibilities

• 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

Requirements

• 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 (e.g., agente de bolsa or insurance intermediary license) is a strong plus
• 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
• 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

About the Company

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. Northstar, acquired by Nayya, provides personalized financial wellness guidance to support employees on their unique financial journeys.