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Financial Planner at Nayya - ApplyBlast

Financial Planner

Nayya

15 days ago

3.4 on Glassdoor

Remote

Full Time

Medior

0 applicants

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About this role

Nayya is seeking a Financial Planner to provide personalized, 1-on-1 financial guidance to employees of its employer clients via text, phone, and video. The role focuses on building customized financial plans, offering education on benefits, and delivering objective advice without product sales or trading. This position supports the expansion of Northstar's financial wellness services in Costa Rica and other global markets.

Responsibilities

Build customized financial plans and provide actionable guidance to improve members' financial health
Provide education that empowers members to maximize their employer benefits within your country
Support members and build trusting relationships over a text-based interface, phone, and video calls

Skills

Qualifications

CFACFPChFCCISI qualificationagente de bolsa credential (Bolsa Nacional de Valores / SUGEVAL)

About Nayya

nayya.com

Headquarters

New York, New York, United States

Company Size

51-200 employees

Founded

2019

View Profile

Nayya is an AI-driven benefits and financial‑wellness platform that acts as an agentic adviser to help employees make smarter health and wealth decisions. The company uses anticipatory intelligence and personalized guidance to simplify complex benefits choices, enrollment, and ongoing navigation for employers and their workforce. Nayya works with employers and partners via its platform and app, and publishes research and insights (e.g., its HR Trust Paradox report) on how employees use AI for benefits guidance. Its mission is to create a future where AI turns overwhelming benefits choices into clear paths and guidance arrives ahead of the question.