Financial Planner (US)
About The Position
The Financial Planning team delivers 1-on-1 advice that helps employees make confident financial decisions across core planning topics and workplace benefits. We're hiring a Financial Planner to join our team of CFP® professionals, working directly with Northstar members (employees of our employer clients) to provide client-first financial guidance via text-based chat and video calls. We're most importantly looking for someone who is excited about our vision and mission—we're redefining how financial wellness works and are passionate about making real financial planning accessible to everyone.
Requirements
- Active CFP® certification required
- 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
Nice To Haves
- CPA/PFS, ChFC, or CFA a plus
Responsibilities
- 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
Benefits
- 100% remote, with flexible work schedules
- Equal Employment Opportunity employer
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
