Remote Financial Planner

Summary

Join our team at Northstar as we redefine the category of financial wellness. As a Financial Planner, you will work with clients one-on-one to help them achieve their financial goals and break down barriers to receiving actionable advice.

Requirements

• CFP designation required, other designations such as CPA/PFS, EA, ChFC are an added plus
• 3-5+ years in providing direct financial advice across varying demographics and financial situations
• 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
• Ability to build a trusting relationship over asynchronous chat/email, video and phone calls

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 salary
• Equity in Northstar
• Healthcare
• 401k plan
• Northstar service
• 12 weeks paid parental leave
• Flexible time off policy
• Strong work-life balance
• Budget to set up or improve your home office
• 100% fully remote