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Financial Planner Full Time

en Northstar Madrid en Madrid (Publicado en 25-08-2022)

Who we are:
Northstar is a fintech company that enables employers to offer financial wellness as an employee benefit. Northstar supports employees' key financial decisions through 1-on-1 financial advisors and innovative financial management tools.
Our customers include leading employers like Zoom, ServiceTitan, Discord, Invitae, and Snap.
Role overview:
After a successful launch in the US, Northstar is expanding to provide this financial guidance benefit to employees in Spain.
After a successful launch in the US, Northstar is expanding to provide this financial guidance benefit to employees. We are looking for a financial advisor to support Northstar's launch on a contractor basis (10-20 hours per week). You're joining a team of financial planners from around the world. It will involve working directly with Northstar members (client's employees) to provide client-first financial guidance.
We're most importantly looking for someone who is excited about our vision and mission. We're redefining the category of financial wellness and are passionate about making financial planning accessible to all.

  • Provide actionable guidance to improve clients' financial health, through individual, targeted questions or comprehensive planning.

  • Provide education via online video presentations that empowers empoyees to maximize their employer benefits.

  • Support clients and build trusting relationships over a text-based interface, phone, and video calls

  • Serve as a subject-matter expert on financial planning topics in your country

You should have:

  • Active, accredited designation to provide financial advice, such as marks from the European Financial Planning Association (EFPA).

  • Expertise in all major financial planning topics, such as buying real property, creating a budget, analyzing insurance needs, and employer equity benefits (such as RSUs and ESPPs).

  • Experience using financial planning software, adaptability to Northstar proprietary software, and proficiency performing custom spreadsheet analyses in excel/google sheets

  • Strong qualities of empathy, kindness, and emotional intelligence.

  • A high level of agency in a remote startup environment, a bias toward action, an entrepreneurial spirit, and comfort with ambiguity in a rapidly growing startup.

  • Excellent writing skills and communication skills for a text-based client relationship.

  • Excellent writing skills and communication skills in Spanish and English

Why you might be excited about us:

  • 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 referral fees and are completely aligned with the customer.

  • This allows you to do "real" financial planning centered around the needs of the employee - no business development or investment trading.

  • We are a fintech doing financial planning in an innovative way. You'll be exposed to the future of financial planning that increases access to advice.

  • You'll work with clients across the age and income spectrum so you'll always have variety!

  • You'll have international colleagues and learn best practices from planners around the world.

  • We are 100% fully remote, with flexible work schedules.

  • You can do this alongside your own business - Independent Financial Advisors are invited to apply!

Job Type: Full-time

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