Financial Planner (US)

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 Northstar (Powered by Nayya)

Northstar is a 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 benefits intelligence and 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, US 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.

What you'll do

• Build customized financial plans and provide actionable guidance to improve members' financial health
• Provide education that empowers members to maximize their employer benefits, including health plans, equity programs (ISOs, NSOs, RSUs, ESPP), and related tax implications
• Offer guidance on cash flow, debt payoff, saving, and investing—tailored to each member's life stage and goals
• Support members and build trusting relationships via text-based chat, phone, and video calls
• Proactively engage members through various life events, providing both financial and emotional support
• Consult with cross-functional teams as a subject-matter expert on financial planning
• Navigate an evolving platform that integrates 1-on-1 interaction, asynchronous communication, and AI-assisted guidance

Who you are

• Active CFP® certification required (CPA/PFS, ChFC, or CFA a plus)
• This is a registered position (S65) and must be eligible for IAR registration in your state of residence
• Expertise in all major financial planning topics: budgeting, saving, and paying down debt; risk management, insurance, and employee benefits; investments; tax planning; retirement savings and income planning; estate planning
• A track record of providing client-first, comprehensive financial plans to customers in all life stages and from all walks of life
• Strong qualities of empathy, kindness, and emotional intelligence—you know when to take a quantitative approach and when to take an emotional one
• Experience using financial planning software, adaptability to proprietary tech, and proficiency with custom spreadsheets