[Remote] Financial Planner (US)

Note: The job is a remote job and is open to candidates in USA. Nayya is a company focused on integrating health and wealth through AI-driven solutions. They are seeking a Financial Planner to provide personalized financial guidance and support to employees, helping them make informed decisions regarding their financial health and workplace benefits.

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

Skills

• 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

• We are 100% remote, with flexible work schedules.

Company Overview