Financial Planner

October 26

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Northstar

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Description

• Support clients across a wide ranging set of financial objectives such as budgeting, debt management, emergency savings, retirement, and investing. • Give actionable advice for clients to improve financial health and maximize employer benefits. • Establish easy to follow action plans to assist clients in reaching personal financial goals. • Proactively ask and answer questions for clients, providing both financial and emotional support. • Deliver advice primarily through an internal chat-based feature and video/phone consultations. • Present financial planning topics to clients across a diverse range of subjects. • Support fellow planners on complex planning cases and internal training/development. • Contribute to product team improvements through feedback on technology.

Requirements

• CFP® designation required, other designations such as CPA/PFS, EA, ChFC are an added plus. • 3-5+ years in providing direct financial advice across varying demographics and financial situations. • Clean U-4 and able to be registered with an RIA in any state. • Ability to build a trusting relationship over asynchronous chat/email, video and phone calls. • Thrive in a fast-paced startup environment where processes, procedures, and products evolve regularly. • You are empathetic, kind, and emotionally intelligent. • You operate with a high level of autonomy in a remote environment. • Must be in an environment to have multiple video conference calls a day with no interruptions.

Benefits

• 12 weeks paid parental leave • Flexible time off policy • Health care • 401k plan • Equity • Budget for home office setup • Northstar service