Financial Planner

🕒 May 4

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Nayya

WebsiteLinkedInAll Job Openings

51 - 200 employees

💰 $55M Series C on 2022-03

At Nayya, we believe there’s a better way to choose benefits. A more transparent, less confusing way for employees to control their health and financial potential. Powered by billions of data points and machine learning, our benefits experience platform delivers personalized decision support and guidance during open enrollment, new employee onboarding, qualifying life events, and in the moments that matter all year round. This is one of the most stressful and challenging situations consumers face – and we see that as an opportunity to build an innovative response that can help millions of Americans possess the control and understanding they deserve. Join the consumers and their employers that are now living with more peace and confidence at Nayya.com.

📋 Description

• 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

🎯 Requirements

• 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 spreadsheet analysis • Excellent written and verbal communication skills • A high level of agency in a remote, fast-moving environment and a bias toward action • An established process for delivering accurate and compliant financial plans, and the confidence to stand behind them.

🏖️ Benefits

• 100% remote, with flexible work schedules • Equal Employment Opportunity employer