Financial Planner (US)

Financial Planner position at Nayya, working with employees of employer clients to provide personalized financial guidance and planning. Active CFP certification required.

Requirements

• Active CFP certification required
• Expertise in major financial planning topics
• Strong qualities of empathy, kindness, and emotional intelligence
• Excellent written and verbal communication skills
• Experience using financial planning software and adaptability to proprietary tech
• Established process for delivering accurate and compliant financial plans

Benefits

• 401k Matching
• Retirement Plan
• Generous Paid Time Off