Contract Financial Planner – Global

Job not on LinkedIn

🔥 1 minute ago

🇨🇷 Costa Rica – Remote

⏳ Contract/Temporary

🟡 Mid-level

🟠 Senior

💸 Financial Planning and Analysis (FP&A)

👻 Ghost score 12%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Nayya

WebsiteLinkedInAll Job Openings

51 - 200 employees

💼 Consulting

🏥 Healthcare

🛡️ Insurance

💰 $55M Series C on 2022-03

Consulting • Healthcare • Insurance

Nayya is a benefits experience platform that aims to simplify the process of choosing employee benefits. By utilizing machine learning and analyzing vast amounts of data, Nayya provides personalized decision support and guidance during critical times such as open enrollment and onboarding. The company focuses on transforming a traditionally stressful experience into an innovative solution that empowers employees to understand and control their health and financial benefits better.

📋 Description

• Partner with Northstar Planning Leadership to build 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 employer benefits within their country • Support members and build trusting relationships through text-based chat, phone, and video calls • Consult with Northstar team members as a subject-matter expert on financial planning matters • Provide 1-on-1 financial guidance to Northstar members, employees of employer clients • Deliver advice-only financial planning without product sales or investment trading

🎯 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 reflecting current, hands-on practice is a strong plus, such as an agente de bolsa credential (Bolsa Nacional de Valores / SUGEVAL) or an insurance intermediary license (SUGESE) • Fluent English and Spanish, written and spoken • Experience in multiple areas of personal finance, including retirement, equity compensation, investments, budgeting, debt management, cash flow planning, digital currencies, estate planning, and insurance • Experience using financial planning software • Adaptability to proprietary software • Proficiency performing custom spreadsheet analyses • 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 • Empathy, kindness, and emotional intelligence • High level of agency in a remote startup environment and a bias toward action • Excellent writing and communication skills • Availability to work directly with assigned Northstar members for at least 10 hours a week

🏖️ Benefits

• 100% remote role • Opportunity to expand knowledge on cross-border financial advising • Collaboration with a team of global advisors • Mission-driven work providing objective, personalized, and affordable financial guidance • Work at the intersection of 1-on-1 advice and AI-driven guidance • Passionate, paying customers and a rapidly scaling company