Contract Financial Planner – Global

This is a fully remote position, open to applicants in Costa Rica.

📋 Description

• Collaborate with Northstar Planning Leadership to develop a country-specific advisory strategy and initiate Northstar's operations in Costa Rica.

• Create personalized financial plans and offer actionable recommendations to enhance members' financial well-being.

• Provide educational resources that empower members to optimize their employer benefits in their respective countries.

• Assist members and foster trusting relationships through text-based chat, phone, and video communication.

• Serve as a subject-matter expert on financial planning topics by consulting with Northstar team members.

• Offer individual financial guidance to Northstar members who are employees of employer clients.

• Deliver advisory-only financial planning services without engaging in product sales or investment trading.

⛳️ Requirements

• An internationally recognized financial planning or advisory certification, such as CFA, CFP (issued by CFP Board or an FPSB affiliate), ChFC, or a comparable CISI qualification.

• Active local licensing or accreditation that demonstrates current, hands-on practice is highly desirable, including an agente de bolsa credential (Bolsa Nacional de Valores / SUGEVAL) or an insurance intermediary license (SUGESE).

• Proficiency in both English and Spanish, with strong written and verbal communication skills.

• Experience across various domains of personal finance, such as retirement, equity compensation, investments, budgeting, debt management, cash flow planning, digital currencies, estate planning, and insurance.

• Familiarity with financial planning software.

• Flexibility in adapting to proprietary software.

• Competence in conducting custom spreadsheet analyses.

• Proven history of delivering client-centered, comprehensive financial plans to individuals at all life stages and backgrounds in a fiduciary role.

• Possess empathy, kindness, and emotional intelligence.

• A high degree of autonomy in a remote startup environment along with a proactive approach.

• Exceptional writing and communication abilities.

• Commitment to working directly with assigned Northstar members for a minimum of 10 hours per week.

🏝️ Benefits

• Fully remote position.

• Opportunity to broaden knowledge in cross-border financial advising.

• Collaborate with a team of global advisors.

• Engage in mission-driven work that offers objective, personalized, and affordable financial guidance.

• Operate at the intersection of personalized advice and AI-driven solutions.

• Work with passionate, paying customers within a rapidly growing company.