Financial Planner, US Overview: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.
What you'll do:- 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
Who you are:- 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
Why you might be excited about us:- We're mission-driven. We believe every person deserves objective, personalized, and affordable financial guidance-we don't make money from referral fees and are fully aligned with the people we serve.
- You'll do "real" financial planning centered around the needs of the employee-no business development, no investment trading.
- You'll be at the forefront of how financial planning evolves, working at the intersection of 1-on-1 advice and AI-driven guidance.
- We have passionate, paying customers and are scaling quickly.
- We are 100% remote, with flexible work schedules.
The salary range for for New York based candidates for this role is $100,000-$115,000. We use a location factor to adjust this range for candidates that are located outside of geographic region of our New York office. Placement within the salary band is determined based on experience.
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