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Financial Planner

$60k – $120k • 0.0% – 0.2%
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Northstar is a new kind of hybrid financial advisor — combining human financial experts with fully automated money movement. We guide you through key life events with Starter Packs that focus on the essential bank accounts. Then, each payday, Northstar calculates how much you can afford, and transfers the optimal amounts to pay off debt, save, pay bills, and invest. By combining the empathy of human advisors with the affordability of automation, Northstar democratizes the best financial guidance for everyone.

Northstar is a paid membership — you can sign up either as an individual or through your employer as a financial wellness benefit. We’re headquartered in SF, backed by top venture investors, and in market with paying customers.

We're looking to grow the Northstar Advisor Team, a distributed and customer-centric team. As a financial advisor, you’ll work on challenges unique to Northstar, including:
• Utilizing technology to augment communication of the plan, and automate the implementation of the plan for the client
• You are a key member of the product team, not just "customer support". Your insights will be an integral part of shaping our client and advisor tools product roadmap.
• With the help of technology, supporting an order of magnitude more clients that previously possible

Mission, Purpose, and Meaningful Work —

We founded Northstar on the belief that every person deserves the best objective, personalized, and affordable financial management. Banks and point solutions are biased, and therefore shouldn’t dictate how we use our money. In the face of overwhelming complexity, most of us do nothing with our money. This leaves 50% of Americans with less than $400 for emergencies, 50% without any retirement savings, and total student debt at over $1.5 trillion.

We founded Northstar to give everyone the full understanding and control of money they deserve. We’re doing this by creating a new default, where your money is automatically allocated with the expertise of a financial advisor, at an attainable and fair price. We hope to change our relationship with money from one of shame and ignorance to confidence and pride.

Everything we do goes hand in hand with our core principles. Money must be:
• Accessible: We make financial best practices and management available to anyone, regardless of income or upbringing.
- Relatable: We’ll always design for how real people think, not how banks think.
• Foundational: We believe in solutions that help you stand on your own two feet, rather than creating reliance on stopgap solutions.
• Aligned: We’ll never profit from our customers’ confusion. We’ll only give recommendations and make decisions that we would give ourselves.

Northstar is an incredibly ambitious vision, and we’re looking forward to seeing how you can join us in striving for these goals.

Your Key Responsibilities —
• Build customized financial plans for clients to prioritize paying off debt, saving, and investing.
• Manage client's cash flow and give them advice on how to improve it.
• Give actionable advice for clients to improve financial health
• Proactively ask and answer questions for clients, to provide both financial and emotional support.
• As a Northstar financial advisor, we consider you part of the product team. We want to hear from you how we can use technology to make the customer experience better.

Requirements —
• A professional certification for giving financial advice, like a CFP
• Ability to support the client and build a trusting relationship over a text-based interface.
• Prior experience planning for customers earlier in their career, ages 21-35
• You are empathetic, kind, and emotionally intelligent. You know when to take a quantitative logical approach and when to take an emotional approach.
• Operate with a high level of autonomy.
• Excellent writing skills
• In addition to being a top financial advisor, you are also a product-thinker.
• Previous experience working at a startup, thriving in ambiguity

Company Values —
• See the Big Picture: We aren’t successful unless our customers are financially healthy.
• Bias Towards Action: In the face of ambiguity, we take ownership and go the extra mile.
• Diversity of Backgrounds and Opinions: A wider range of perspectives definitively results in a better result. The more voices, the better the ideas and execution. We’ve faced the same financial problems that our customers face.
• Respectful and Upfront: The best collaboration happens in the natural tension of strong opinions, weakly held – when you respectfully speak your mind, and work together to as a team to achieve a higher solution.

Company Benefits —
• We believe you do your best work when you’re not financially stressed, so we offer competitive cash compensation, significant early equity with fully transparent terms, and of course a free Northstar membership.
• 401(k) plan with access to the best low-cost index funds
• $100 monthly commuter reimbursement
• 100% covered, top of the line medical, dental, and vision insurance
• Flexible vacation policy, with unlimited vacation days and minimum vacation days
• Flexible work-from-home / remote work schedule
• A budget to customize your workstation exactly the way you like it
• Proactive career planning with the founders

Northstar at a glance


Northstar focuses on Personal Finance and Fin Tech. Their company has offices in San Francisco and Remote. They have a small team that's between 1-10 employees.

You can view their website at https://www.northstarmoney.com/ or find them on LinkedIn.

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