Nayya
Financial Planner (US)
US-Remote
Sponsorship not specified$100k-$115kDetected 78 days ago
Business DevelopmentBudgetingTaxHRISCommunicationAdaptabilityCFA
About the role
- 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.
Responsibilities
- 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
Requirements
- 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
- 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 spreadsheet analysis
Nice to have
- Active CFP® certification required (CPA/PFS, ChFC, or CFA a plus)
Compensation
- The salary range for for New York based candidates for this role is $100,000-$115,000.
Benefits
- 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.
- 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.
- 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
- risk management, insurance, and employee benefits
Company info
- 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 we serve.
- You'll do "real" financial planning centered around the needs of the employee-no business development, no investment trading.
- You'll be at the forefront of how financial planning evolves, working at the intersection of 1-on-1 advice and AI-driven guidance.
- We have passionate, paying customers and are scaling quickly.
- We are 100% remote, with flexible work schedules.
- Nayya is proud to be an Equal Employment Opportunity employer.
- We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
- The salary range for for New York based candidates for this role is $100,000-$115,000.
- We use a location factor to adjust this range for candidates that are located outside of geographic region of our New York office.
- Placement within the salary band is determined based on experience.
- A track record of providing client-first, comprehensive financial plans to customers in all life stages and from all walks of life
This listing is sourced directly from Nayya's careers page and normalized into a canonical job model.