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About the role
Key responsibilities & impact- Partner with Northstar Planning Leadership to build the country-specific advice strategy and launch Northstar in Costa Rica
- Build customized financial plans and provide actionable guidance to improve members' financial health
- Provide education that empowers members to maximize employer benefits within their country
- Support members and build trusting relationships through text-based chat, phone, and video calls
- Consult with Northstar team members as a subject-matter expert on financial planning matters
- Provide 1-on-1 financial guidance to Northstar members, employees of employer clients
- Deliver advice-only financial planning without product sales or investment trading
Requirements
What you’ll need- An internationally recognized financial planning or advisory designation, such as CFA, CFP (issued by CFP Board or an FPSB affiliate), ChFC, or an equivalent CISI qualification
- Active local licensing or accreditation reflecting current, hands-on practice is a strong plus, such as an agente de bolsa credential (Bolsa Nacional de Valores / SUGEVAL) or an insurance intermediary license (SUGESE)
- Fluent English and Spanish, written and spoken
- Experience in multiple areas of personal finance, including retirement, equity compensation, investments, budgeting, debt management, cash flow planning, digital currencies, estate planning, and insurance
- Experience using financial planning software
- Adaptability to proprietary software
- Proficiency performing custom spreadsheet analyses
- Track record of providing client-first, comprehensive financial plans to customers in all life stages and from all walks of life in a fiduciary capacity
- Empathy, kindness, and emotional intelligence
- High level of agency in a remote startup environment and a bias toward action
- Excellent writing and communication skills
- Availability to work directly with assigned Northstar members for at least 10 hours a week
Benefits
Comp & perks- 100% remote role
- Opportunity to expand knowledge on cross-border financial advising
- Collaboration with a team of global advisors
- Mission-driven work providing objective, personalized, and affordable financial guidance
- Work at the intersection of 1-on-1 advice and AI-driven guidance
- Passionate, paying customers and a rapidly scaling company