Job Properties
  • Job Type
    Full-time Position
  • Category
    Finance & Accounting
  • Languages
    English
  • Experience Required
    Entry
  • Degree Required
    Bachelor
    • Province
      Amsterdam
    • Date Posted
      December 12,2021
    • Entrusting Package
    • JSS
    • VISA
    • MOCKINTERVIEW
    • IMG_6430
    • Career Consultation
    • COVERLETTER CHECK

    Financial Planner - Netherlands

    Who we are:

    Northstar is a fintech company that enables employers to offer financial wellness as a benefit. Northstar supports employees' key financial decisions through 1-on-1 financial advisors and innovative financial management tools.

    Northstar has raised more than $10M from M13, Foundation Capital, Workday Ventures, Parade Ventures, and top founders and executives at NerdWallet, Plaid, Adobe, Amazon, SunRun, and Yelp. We’ve thoughtfully brought together a syndicate of investors across different backgrounds and experiences. Northstar's vision lives at the intersection of fintech, HR tech, financial advising, enterprise sales, and consumer product.

    Our customers include leading employers like Zoom, ServiceTitan, Discord, Invitae, and Snap.
    Role overview:
    Our employer clients have an increasingly global workforce, and we are meeting them where they are, to provide 1-on-1 financial advisors and personal finance tools.

    We are looking for a financial advisor to support Northstar's UK members on a contractor basis. This role will report to the General Manager of Northstar Global and will involve working directly with Northstar members to provide fiduciary 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.
    In this role, you will:

    • Provide actionable guidance to improve clients' financial health, and education that empowers them to maximize their employer benefits.
    • Educate clients on their employer's equity programs (ISOs, NSOs, RSUs, ESPP) and provide a clear understanding of related tax implications.
    • Build customized financial plans for clients to prioritize paying off debt, saving, and investing.
    • Offer guidance on clients' cash flow and present options for improving it.
    • Proactively ask and answer questions for clients, to provide both financial and emotional support, helping them through various life events and life stages.
    • Consult with various members of the Northstar team as a subject-matter expert on financial planning matters specific to the UK.

    You should have:

    • Professional certification for giving financial advice, like a CFP® .
    • Expertise in all major financial planning topics (Budgeting, saving, and paying down debt; Risk management, insurance, and employee benefits; Investments; Tax planning; Retirement savings and income planning; Estate planning).
    • Expertise in financial planning topics that are unique to the UK, such as: Choosing health plans and navigating the healthcare system, public/private retirement plans and taxation, financing higher education, credit scores, and consumer financing, homeownership, etc.
    • Experience using standard financial planning software, as well as proficiency with performing custom analyses in a program such as Microsoft Excel
    • A track record of providing fiduciary, comprehensive financial plans to customers in all life stages and from all walks of life.
    • An established process for delivering accurate and compliant financial plans, and the confidence to stand behind them.
    • The ability to support our members and build a trusting relationship over a text-based interface, phone, and video chats.
    • Strong qualities of empathy, kindness, and emotional intelligence. You know when to take a quantitative logical approach and when to take an emotional approach.
    • A high level of agency in a remote environment, and a bias toward action.
    • Excellent writing skills and communication skills.
    • The availability to work directly with Northstar members for at least 10 hours a week.

    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.
    • We have passionate, paying customers, and are scaling quickly.
    • Our cross-functional team is uniquely suited to solve this problem. Titles are fluid, where everyone contributes to solving a problem in their unique ways.
    • We are 100% fully remote, with flexible work schedules.

    Job Type: Contract

    Pay: €50.00 - €100.00 per hour

    COVID-19 considerations:
    n/a we are fully remote

    Experience:

    • Financial Planning: 3 years (Required)

    Language:

    • Dutch (Required)
    • English (Required)

    License/Certification:

    • Certified Financial Planner (CFP) (Required)
     
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