---
title: 'Contract Financial Planner Costa Rica (Global) at Nayya'
canonical: 'https://feeny.ai/job/contract-financial-planner-costa-rica-global-nayya-remote-pf979bd3a7q0'
type: 'job'
last_seen: '2026-11-04'
---

# Contract Financial Planner Costa Rica (Global) at Nayya

- **Company:** Nayya
- **Location:** Remote
- **Work type:** remote
- **Posted:** 2026-10-07
- **Last confirmed live:** 2026-11-04
- **Apply:** https://nayya.com/career?gh_jid=6219351004

## Job description

## About Nayya

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.

## About Nayya

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 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.

## About Northstar (Powered by Nayya)

Northstar is a leading US & Global financial wellness benefit that provides personalized guidance to support every employee on their unique financial journey. We partner with employers to reach employees at the start of their relationship with money, their paycheck, combining 1-on-1 advice from CERTIFIED FINANCIAL PLANNER® professionals with easy-to-use tools and education.

In 2025, Northstar was acquired by Nayya to build a unified health and wealth experience, combining Nayya's AI-driven guidance with Northstar's financial planning capabilities and planner team. Together, we're making benefits simpler, more personalized, and more actionable for employees year-round.

Financial Planner, Global Overview:

The Financial Planning team delivers 1-on-1 advice that helps employees make confident financial decisions across core planning topics and workplace benefits.

We're hiring a Financial Planner to join our team of CFP® professionals, working directly with Northstar members (employees of our employer clients) to provide client-first financial guidance via text-based chat and video calls. We're most importantly looking for someone who is excited about our vision and mission—we're redefining how financial wellness works and are passionate about making real financial planning accessible to everyone.

In this role, you will:

- Partner with Northstar Planning Leadership to build out 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 their employer benefits within your country
- Support members and build trusting relationships over a text-based interface, phone, and video calls
- Consult with various members of the Northstar team as a subject-matter expert on financial planning matters

You should have:

- 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 that reflects current, hands-on practice, such as an agente de bolsa credential (Bolsa Nacional de Valores / SUGEVAL) or an insurance intermediary license (SUGESE), is a strong plus. This is an advice-only role with no product sales or trading.
- Fluent English and Spanish - written and spoken
- Experience in multiple areas of personal Finance: Retirement, Equity Compensation, investments, budgeting, debt management, cash flow planning, digital currencies, estate planning, insurance and more
- Experience using financial planning software, adaptability to Northstar proprietary software, and proficiency performing custom spreadsheet analyses
- A 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
- 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 startup environment, and a bias toward action.
- Excellent writing skills and communication skills.
- The availability to work directly with your assigned Northstar members for at least 10 hours a week.

Why you might be excited about us:

- 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

Nayya is proud to be an Equal Employment Opportunity employer. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

#LI-Remote

Nayya is proud to be an Equal Employment Opportunity employer. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics

## About Nayya

## Company Overview
- **One-liner**: Nayya is an agentic AI platform that optimizes employee health and wealth benefits by automating decisions, claims, and guidance across the entire benefits lifecycle.
- **Entity Type**: Private (Series C; total funding $105.8M+)
- **Headquarters**: New York, New York, United States
- **Founded**: 2019
- **Founders**: Sina Chehrazi (Executive Chairman), Sarah Liebel (CEO), and others

## Core Business
- **Primary industry**: Employee benefits technology / Healthcare IT / Insurtech
- **Target customers**: B2B – employers (mid-market to enterprise) offering health insurance, financial wellness, and supplemental benefits to their employees
- **Mission**: To connect people’s most important information so they can thrive in their health and wealth, and to power human thriving through stronger health and wealth.

## Products & Services
- **Nayya SuperAgent**: An agentic AI adviser that doesn’t just recommend – it acts. It integrates natively into Slack, Teams, iMessage, and other workplace tools to answer benefits questions, file claims, and optimize health and wealth decisions on behalf of employees.
- **Nayya Claims**: An intelligent, automated system that identifies reimbursement opportunities (e.g., supplemental health, FSA, HSA) and simplifies the claims filing process. Average amount reclaimed per employee: $5,000–$10,000.
- **Benefits Intelligence Platform**: A unified AI engine that uses machine learning to analyze both health and wealth data together, providing personalized recommendations and proactive guidance across all benefit dollars.

## Market Standing
- **Valuation/Market Cap**: Not publicly disclosed
- **Key Metrics**:
  - Annual Revenue: $50M (2025 estimate)
  - Total Funding: $105.8M+ across 6 rounds (including a $55M Series C led by ICONIQ Growth in March 2022, and a later venture round led by Workday Ventures and ADP Ventures in August 2024)
  - Employees Served: 3M+ (nationwide)
  - Reduction in benefits-related HR questions: 46%
- **Notable Investors/Partners**: ICONIQ Growth, SVB Capital, Social Leverage, Workday Ventures, ADP Ventures
- **Growth Signals**:
  - Acquired Northstar (financial wellness platform) in September 2025
  - Unveiled first-of-its-kind agentic AI SuperAgent in September 2025
  - Formed an Advisory Board of Governors with leaders from Modern Health, Morgan Stanley, JP Morgan, and herronpalmer (July 2025)
  - Headcount: ~119 employees (LinkedIn, 2025), with a -6.8% YoY change but +33.3% quarterly job posting growth

## Competitive Advantages
- **Agentic AI that acts, not just advises**: Nayya’s SuperAgent can take actions (file claims, enroll in plans) on behalf of employees, reducing friction and HR overhead.
- **Unified health + wealth intelligence**: Unlike point solutions, Nayya optimizes both health and financial benefits together, recognizing their interdependence.
- **Deep integrations**: Works natively in Slack, Teams, iMessage – no separate portals required.
- **Privacy and compliance first**: HIPAA, SOC 2 + HITRUST, WCAG AA 2.1, ADA, CCPA, NIST 800 – enabling trust with enterprise clients.
- **Proven ROI**: $5,000–$10,000 average reclaimed per employee; 46% reduction in HR questions.

## Strategic Focus
- **Scaling the agentic AI platform**: Expanding the SuperAgent’s capabilities to cover more benefits actions and integrate with more employer systems.
- **Post-acquisition integration**: Merging Northstar’s financial wellness tools into the unified platform.
- **Growing enterprise partnerships**: Leveraging relationships with Workday and ADP to reach more employers.
- **Data expansion**: Already ingesting 300+ data sources and counting.

## Why Work Here
- **Culture**: Described as “unapologetically ambitious” with core values of Courage, Resilience, Impatience, and Excellence. Emphasis on solving tough problems, embracing ambiguity, and meaningful impact.
- **Work model**: Hybrid – 3 days a week in-office (NYC-based, hires in NY only). The company believes in-office collaboration fosters community and speed.
- **Perks**:
  - Unlimited PTO
  - Equity options
  - 401(k) with employer match
  - Comprehensive health, dental, and vision insurance
  - Disability and life insurance
  - Performance bonuses
  - Employee discounts
  - Free snacks and drinks
  - Generous parental leave and family medical leave
- **Engineering culture**: 70 product + tech employees; technology stack includes AI/ML, modern SaaS tools; opportunities to work on cutting-edge agentic AI.
- **Growth opportunities**: Customized development tracks, promotion policies, and a fast-growing company (revenue $50M, total funding $130M+).

## Sources
1. [nayya.com](https://www.nayya.com/)
2. [nayya.com/careers](https://www.nayya.com/careers)
3. [linkedin.com/company/nayya](https://www.linkedin.com/company/nayya)
4. [builtin.com/company/nayya](https://builtin.com/company/nayya?ni=6)
5. [nayya.com/about-us](https://www.nayya.com/about-us)

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