Financial Planner

Nayya

Financial Planner providing personalized guidance for employees' financial health at Nayya. Building customized financial plans and empowering members through education and support.

Posted 5/4/2026full-timeRemote • 🇺🇸 United StatesMid-LevelSenior💰 $100,000 - $115,000 per yearWebsite

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

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

Comp & perks

100% remote, with flexible work schedules
Equal Employment Opportunity employer

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

financial planningbudgetingsavingdebt payoffrisk managementinsuranceinvestmentstax planningretirement savingsestate planning

Soft Skills

empathykindnessemotional intelligencecommunicationadaptabilityagencybias toward action

Certifications

CFPCPAPFSChFCCFAIAR registration