The Personalized Benefits Experience Your Employees Deserve.
Financial Planner
Location
United States
Posted
43 days ago
Salary
$100K - $115K / year
Seniority
Senior
Job Description
Financial Planner
Nayya
• 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
Job 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
Related Guides
Related Categories
Related Job Pages
More Financial Planning and Analysis Jobs
Director, FP&A – Commercial Finance
BlueCatOur mission is to help the world’s largest organizations thrive on network complexity, from the edge to the core.
• Lead, mentor and develop a high performing team of finance professionals (team of 5) • Own Actuals, Budget, and Forecast for all topline metrics (Revenue, Bookings, ARR, Billings, etc.) and support the Sales & Marketing organization. • Lead annual planning, monthly and quarterly forecasting, management reporting, and business analytics for areas of responsibility. • Oversee commission administration and forecasting, and partner with Revenue Operations on commission plan design and quota setting. • Leverage the FP&A software (Pigment), Salesforce, and NetSuite data to translate business performance into clear, actionable insights. Build and maintain monthly and quarterly financial reporting packages highlighting trends and performance across Sales & Marketing. • Deliver detailed variance analysis and commentary across key topline drivers, including bookings, churn, revenue, backlog, and ARR. • Prepare business cases to support new investments and/or strategic initiatives. • Act as a key advisor to Sales and Operations leaders on commercial terms and business decisions. • Design and implement scalable processes to improve efficiency, accuracy, and business outcomes. • Present financial results and plans to senior leadership and cross-functional stakeholders. • Drive continuous improvement to produce innovation in reporting, planning and analysis. • Additional ad hoc duties as required.
• Implement rigorous problem-solving to help solve clients’ most challenging issues on how to grow their businesses and manage their finances • Own communication with clients regularly to provide our recommendations and manage expectations • Bring the latest analytical techniques plus a deep understanding of financial modeling to help clients develop financial models, budgets, and forecasts • Be part of the world’s preeminent financial services tech-enabled firm - a trusted advisor for our clients on their most important financial and business decisions • Partner with clients to help them deliver measurable and sustainable improvements in financial and business KPIs • Keep business plans and projects on track with ongoing budget management and monitoring for variance reporting and rolling forecasts • Support successful investor discussions and board meetings by analyzing and tracking relevant KPIs • Refine the strategies to address areas of opportunity within Pilot CFO Services • Recommend and contribute to process improvements to maximize accuracy and efficiency within the CFO Services offering
Junior Transformation Consulting Profile
JUNGLE 21, S.A.En Prodigioso Volcán llevamos más de diez años ayudando en la transformación digital de las grandes compañías. Somos B Corp, lo que significa que nuestra obsesión por la innovación va de la mano con un compromiso firme por un impacto positivo en el mundo.
Role Description Buscamos un nuevo perfil jr. de Consultoría para nuestro equipo de Consultoría especializada en transformación. - Colaborar en la elaboración de diagnósticos de la situación actual de las organizaciones clientes, identificando áreas de mejora en su estructura, procesos y cultura. - Participar en la elaboración de planes de transformación, definiendo objetivos estratégicos y proponiendo soluciones adaptadas a las necesidades del cliente. - Apoyar en la gestión de proyectos, asegurando el cumplimiento de plazos y entregables, y facilitando la implementación de las soluciones propuestas. - Realizar análisis de datos para identificar tendencias, patrones y oportunidades de mejora en la organización. - Participar en sesiones de trabajo con clientes y otros consultores para desarrollar estrategias de cambio e implementación de mejores prácticas. - Preparar presentaciones y documentos para comunicar resultados y recomendaciones a clientes y equipos internos. - Realizar investigaciones sobre tendencias del mercado y mejores prácticas en gestión del cambio, innovación organizacional y transformación digital. Qualifications - Experiencia previa entre 1 y 3 años en consultoría, preferentemente en áreas de transformación organizacional o gestión del cambio (puede ser en prácticas o proyectos académicos). - Habilidades analíticas y capacidad para trabajar con datos y métricas. - Conocimiento básico de metodologías ágiles y de gestión de proyectos. - Capacidad para trabajar en equipo, con buena comunicación interpersonal y habilidades para presentar ideas de forma clara y efectiva. - Actitud proactiva, orientada a la resolución de problemas y al aprendizaje continuo. - Nivel avanzado de inglés. - Deseable conocimiento avanzado de herramientas de inteligencia artificial. Benefits - Formar parte de un equipo prodigioso. - Dinamismo de los proyectos con base en las últimas tendencias tecnológicas. - La posibilidad de aportar y aprender dentro de una empresa en constante crecimiento. - Horario en jornada completa (intensiva los viernes y durante julio y agosto). - Teletrabajo y flexibilidad. - Salario competitivo según el perfil. - Muy buen ambiente de trabajo. Company Description En Prodigioso Volcán llevamos más de diez años ayudando en la transformación digital de las grandes compañías. Somos B Corp, lo que significa que nuestra obsesión por la innovación va de la mano con un compromiso firme por un impacto positivo en el mundo.
Content Strategist – Financial Media
BeInCryptoWith millions of visitors per month, BeInCrypto is among the biggest cryptocurrency news websites worldwide.
• Produce high-quality evergreen content aligned with editorial standards. • Build and execute a scalable strategy to grow traffic for evergreen and affiliate content. • Refresh and update high-potential legacy articles to regain and increase traffic. • Collaborate closely with editorial and partnerships teams to ensure a cohesive cross-functional content strategy. • Research market trends and user behavior to inform data-driven content and technical decisions.



