Facet is hiring a Financial Planner to be a key player in delivering comprehensive financial planning to our members. In this remote role, you will provide continuity when a Senior Planner is unavailable by evaluating member situations and delivering timely, accurate advice. You will align with the Facet planning philosophy to ensure a consistent member experience.
What You'll Do
- Review incoming member messages while Senior Planners are out to determine urgency and the best course of action.
- Efficiently synthesize members' needs and partner with team members to coordinate solutions.
- Meet with members as needed to address questions and deliver recommended next steps during their planner's absence.
- Become an expert on our in-house tools to assist planners with building plans.
- Guide our Foundations members through plan implementation using messaging and in-house tools to answer questions and inspire action.
- Manage a small group of members as the sole planner, guiding them through the entire planning process and motivating them to take action.
- Effectively manage your calendar, time, and other tasks to ensure efficiency.
What We're Looking For
- CFP® designation is required.
- 1+ years of member-facing financial planning experience.
- Effective follow-up and typing/written communication skills.
- Excellent interpersonal skills and ability to build connections with members.
- Exceptional time management and communication skills.
- Excellent computer skills and the ability to learn in-house software and tools.
Technical Stack
- In-house, proprietary tools and technology.
Team & Environment
You will work closely with Senior Planners and other team members to coordinate solutions and ensure member success.
Benefits & Compensation
- Base salary range: $80,000-$95,000 + bonus + equity.
- Flexible PTO.
- Medical, dental, and vision insurance.
- 401(k) with employer match.
- Short and long term disability coverage paid by Facet.
- Life insurance options.
- Paid parental leave.
- Certification reimbursement program.
- Equity.
Work Mode
This is a fully remote position open to candidates anywhere in the US.
Facet is an equal opportunity employer.
