[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 Nayya is a software and data infrastructure company that helps employees control their health and financial potential. It was founded in 2019, and is headquartered in New York, New York, USA, with a workforce of 51-200 employees. Its website is http//www.nayya.com.