Remote Financial Planner

Summary

Join our team at Northstar as a Part-Time Financial Planner to help clients achieve their financial goals and break down barriers to receiving actionable financial advice.

Requirements

• CFP designation required
• 3-5+ years in providing financial advice across varying demographics and financial situations
• Ability to build a trusting relationship over asynchronous chat/email, video and phone calls
• You are empathetic, kind, and emotionally intelligent. You know when to take a quantitative logical approach and when to take an behaviorally tailored approach
• Thrive in a fast-paced startup environment where processes, procedures, and products evolve regularly, demonstrating agility and a willingness to adapt to new challenges
• You operate with a high level of autonomy in a remote environment and are a self starter
• Clean U-4 and able to be registered with an RIA in any state. Northstar is registered with the SEC as a multi-state advisor

Responsibilities

• 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, maximize employer benefits, and make the most of their compensation, including equity compensation such as ISOs, NSOs, ESPP, and RSUs
• Establish easy to follow action plans that assist the client in reaching their personal financial goals
• Proactively ask and answer questions for clients, to provide both financial and emotional support to break down financial barriers
• Deliver advice primarily through an internal chat-based feature and through video/phone consultations with clients
• Present financial planning topics to our clients across a diverse range of subjects, fostering an engaging and informative experience through effective communication and public speaking skills
• Support fellow planners on complex planning cases and internal training/development

Benefits

• Competitive part-time rate
• Sick pay
• Paid time off for part-time employees
• Equipment for you to succeed in your role
• 100% fully remote