Contract Financial Planner (Global)
Core
Provide 1-on-1 financial guidance via text-based chat and video calls to employees of employer clients, building customized financial plans and providing actionable guidance to improve members' financial health.
Role type
Senior IC financial planner (CFP®)
Builds
Customized financial plans and personalized guidance for employees
Domain
Personal Finance / Financial Wellness
Required skills
CFP® or equivalent international designation, Retirement planning, Equity Compensation, Investments, Budgeting, Debt management, Cash flow planning, Estate planning, Insurance planning, Financial planning software proficiency, Fiduciary capacity
Preferred skills
Local licensing (e.g., agente de bolsa, SUGEVAL), Insurance intermediary license, Digital currencies expertise
Technologies
Northstar proprietary software, Custom spreadsheet analyses
Responsibilities
Build country-specific advice strategy and launch Northstar in Costa Rica, Provide education to maximize employer benefits, Support members via text, phone, and video calls, Consult as a subject-matter expert on financial planning matters (via careerplan.io/jobs/6219351004-contract-financial-planner-global-at-nayya)
Seniority
Senior, hands-on IC
