[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.ResponsibilitiesBuild customized financial plans and provide actionable guidance to improve members' financial healthProvide education that empowers members to maximize their employer benefits, including health plans, equity programs (ISOs, NSOs, RSUs, ESPP), and related tax implicationsOffer guidance on cash flow, debt payoff, saving, and investing—tailored to each member's life stage and goalsSupport members and build trusting relationships via text-based chat, phone, and video callsProactively engage members through various life events, providing both financial and emotional supportConsult with cross-functional teams as a subject-matter expert on financial planningNavigate an evolving platform that integrates 1-on-1 interaction, asynchronous communication, and AI-assisted guidanceSkillsActive 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 residenceExpertise 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 planningA track record of providing client-first, comprehensive financial plans to customers in all life stages and from all walks of lifeStrong qualities of empathy, kindness, and emotional intelligence—you know when to take a quantitative approach and when to take an emotional oneExperience using financial planning software, adaptability to proprietary tech, and proficiency with custom spreadsheet analysisExcellent written and verbal communication skillsA high level of agency in a remote, fast-moving environment and a bias toward actionAn established process for delivering accurate and compliant financial plans, and the confidence to stand behind themBenefitsWe are 100% remote, with flexible work schedules.Company OverviewNayya 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.