Nayya logo
Nayya

The Personalized Benefits Experience Your Employees Deserve.

Financial Planner

Financial Planning and AnalysisFinancial Planning and AnalysisFull TimeRemoteSeniorTeam 51-200H1B No SponsorCompany SiteLinkedIn

Location

United States

Posted

43 days ago

Salary

$100K - $115K / year

Seniority

Senior

Professional CertificateEnglish

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

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