Financial Planner - Part Time
October 26
🇺🇸 United States – Remote
💵 $39 - $49 / hour
⏱ Part Time
🟡 Mid-level
🟠 Senior
💸 Financial Planning and Analysis
🗽 H1B Visa Sponsor
Description
• About Northstar: Making financial advice accessible and affordable. • Support clients across a wide-ranging set of financial objectives. • Deliver advice primarily through chat and video/phone consultations. • Present financial planning topics to foster engaging client experiences. • Support fellow planners on complex cases and training.
Requirements
• CFP® designation required, other designations such as CPA/PFS, EA, ChFC are an added plus. • 3-5+ years in providing financial advice across varying demographics and financial situations. • Ability to build a trusting relationship over asynchronous chat/email, video and phone calls. • You are empathetic, kind, and emotionally intelligent. • Thrive in a fast-paced startup environment. • You operate with a high level of autonomy in a remote environment.
Benefits
• sick pay • paid time off for part-time employees • equipment for you to succeed in your role
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