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Financial Planner

Remote

About Northstar

At Northstar, we're making it easy for everyone to access affordable, personalized financial advice. We believe that financial wellness starts with a single paycheck. That's why we work with leading companies to provide 1-on-1 financial advisors and personal finance tools as an employee benefit. Northstar’s financial wellness program helps employees make the most of their total compensation, and helps companies support their teams at scale through onboarding, open enrollment, equity, events, and more.

We've raised more than $40M from investors including GGV Capital, PayPal Ventures, Thomson Reuters Ventures, Canvas Ventures, M13, Foundation Capital, and Workday Ventures. Our employer customers include Zoom, Snap, NerdWallet, Superhuman, Virgin Orbit, and more.

Financial Planner overview

We're looking for people who are excited about our vision and mission. We're redefining the category of financial wellness, and have passionate customers who can vouch for this. As a Northstar Planner, you will work with clients 1-1 to help them achieve their financial goals and break down the barriers to receiving actionable financial advice. You will manage a book of business across multiple employers and help your clients reach their financial goals by providing individualized financial advice.

What you'll do:

  • Support clients across a wide ranging set of financial objectives such as budgeting, debt management, emergency savings, retirement, and investing, and planning for life events.
  • 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.
  • As a Northstar financial advisor, we consider you part of the product team. We want to hear from you how we can use technology to make the customer experience better.

Who you are:

  • 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.
  • 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 are empathetic, kind, and emotionally intelligent. You know when to take a quantitative logical approach and when to take a behaviorally tailored approach.
  • You operate with a high level of autonomy in a remote environment and are a self starter.
  • In addition to being a top financial advisor, you are also a product-thinker, innovator and always looking for ways to improve how Financial Planning is done.
  • Must be in an environment to have multiple video conference calls a day with no interruptions and clear video and audio.

Why Northstar?

  • We're mission-driven. We founded Northstar on the belief that every person deserves the best objective, personalized, and affordable financial management. We don't make money from secret referrals fees, and are completely aligned with the customer.
  • We've hit an inflection point with product-market fit. We have passionate, paying customers, and are scaling quickly.
  • We have a cross-functional team is uniquely suited to solve this problem, everyone contributes to solving a problem in their unique ways.
  • We invest in the personal and professional growth of every team member, CFP(r) dues and CE is covered.
  • We offer a competitive salary, equity, healthcare, 401k plan, Northstar service, and benefits like 12 weeks paid parental leave to support your whole life.
  • We offer a flexible time off policy, and a strong work-life balance.
  • We provide a budget to set up or improve your home office.
  • We are 100% fully remote.

For this role, the estimated base salary range is between $80,750 and $102,000. The listed range is a guideline and the final salary will vary based on your location, skills and readiness for the role assessed during the interview process. In addition to base salary, the compensation package include flexible time off, equity in Northstar, employer paid benefits premiums, a 401(k), HSA/FSA, DI/LI, and supplemental insurance.

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