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Contract Financial Planner Costa Rica (Global)

Nayya · Remote · Remote

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About Nayya

Nayya's mission is to create a future where AI turns overwhelming benefits choices into clear paths, where intelligence anticipates needs, and guidance arrives ahead of the question. Backed by Felicis and ICONIQ.

About the role

The Financial Planning team delivers 1-on-1 advice that helps employees make confident financial decisions across core planning topics and workplace benefits. Found on 1752vc Careers, the job board for startup and VC roles.

What they're looking for

  • We're mission-driven. We believe every person deserves objective, personalized, and affordable financial guidance—we don't make money from referral fees and are fully aligned with the people we serve
  • You'll do "real" financial planning centered around the needs of the employee—no business development, no investment trading
  • You'll be at the forefront of how financial planning evolves, working at the intersection of 1-on-1 advice and AI-driven guidance across the globe
  • Excited to expand your knowledge on cross border financial advising and collaborate with a team of other global advisors
  • We have passionate, paying customers and are scaling quickly
  • Role is 100% remote
More about this role

Founded in 2019, Nayya is on a mission to connect people’s most important information, so they can thrive in their health and wealth. Powered by AI and advanced analytics, Nayya’s platform transforms complex benefits experiences into intuitive, seamless, and ongoing interactions—meeting people's real world needs. As a trusted platform and partner to leading employers, benefits solutions, and HR tech providers, Nayya unlocks long-term value through helping employees live more resilient lives. Backed by strategic investors like ICONIQ, Felicis Ventures, SemperVirens, Workday Ventures, MetLife Nextgen Ventures, and ADP Ventures, Nayya is ushering in the future of health and wealth for all.

Founded in 2019, Nayya is on a mission to connect people's most important information, so they can thrive in their health and wealth. Powered by AI and advanced analytics, Nayya's platform transforms complex benefits experiences into intuitive, seamless, and ongoing interactions that meet people's real world needs. As a trusted platform and partner to leading employers, benefits solutions, and HR tech providers, Nayya unlocks long-term value by helping employees live more resilient lives. Backed by...

Read the full posting on Nayya's site ↗

Financial Planning

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