Contract Financial Planner Costa Rica (Global)

The role

The Financial Planner will provide 1-on-1 financial guidance to Northstar members via text-based chat, phone, and video calls. You will build customized financial plans and help launch Northstar in Costa Rica by building country-specific advice strategies.

What you will do

• Partner with Northstar Planning Leadership to build out the country-specific advice strategy and launch Northstar in Costa Rica
• Build customized financial plans and provide actionable guidance to improve members' financial health
• Provide education that empowers members to maximize their employer benefits within your country
• Support members and build trusting relationships over a text-based interface, phone, and video calls
• Consult with various members of the Northstar team as a subject-matter expert on financial planning matters

Required qualifications

• An internationally recognized financial planning or advisory designation, such as CFA, CFP (issued by CFP Board or an FPSB affiliate), ChFC, or an equivalent CISI qualification
• Fluent English and Spanish - written and spoken
• Experience in multiple areas of personal Finance: Retirement, Equity Compensation, investments, budgeting, debt management, cash flow planning, digital currencies, estate planning, insurance and more
• Experience using financial planning software, adaptability to Northstar proprietary software, and proficiency performing custom spreadsheet analyses
• A track record of providing client-first, comprehensive financial plans to customers in all life stages and from all walks of life in a fiduciary capacity
• Strong qualities of empathy, kindness, and emotional intelligence
• A high level of agency in a remote startup environment, and a bias toward action
• Excellent writing skills and communication skills
• The availability to work directly with your assigned Northstar members for at least 10 hours a week

Nice to have

• Active local licensing or accreditation that reflects current, hands-on practice, such as an agente de bolsa credential (Bolsa Nacional de Valores / SUGEVAL) or an insurance intermediary license (SUGE

About the company

Founded in 2019, Nayya is on a mission to connect people’s most important information, so they can thrive in their health and wealth. Northstar, acquired by Nayya, is a leading US & Global financial wellness benefit that provides personalized guidance to support employees.