Facet is redefining financial planning by empowering people to live more enriched lives through objective, personalized advice. As a Financial Planner at Facet, you’ll work remotely to guide members through their financial journey using innovative technology and dedicated support teams—free from sales quotas, commissions, and paperwork.
What You'll Do
- Review incoming member messages while Senior Planners are out of office to determine the urgency of requests and the best course of action
- Manage a small group of members as the primary planner, guiding them through the entire planning process
- Efficiently synthesize member needs and partner with Trading and Investment Operations to coordinate solutions and tax strategies
- Become an expert on our proprietary, AI-enabled tech stack to build comprehensive plans
- Guide Foundations members through plan implementation using messaging and in-house tools to inspire action
- Ruthlessly manage your calendar and time to ensure an efficient, high-quality experience
What We're Looking For
- CFP® certification
- Passionate Advocate: You love helping people reach their goals and thrive when working with the support of in-house tools
- Relationship Builder: You can quickly build trust and rapport, guiding members to take action on unbiased recommendations
- Adaptable & Organized: You are process-oriented and not afraid of the hard work that comes with disrupting a legacy industry
- Tech Champion: You fully embrace technology and AI-driven tools to enhance the member experience in a remote environment
Technical Stack
- proprietary, AI-enabled tech stack
Team & Environment
- flat, non-hierarchical structure with a 'One Facet' mentality
Benefits & Compensation
- No cold calling
- No commission-chasing
- No mountains of paperwork
- Mentorship & Growth: Learn from CFP® professionals and Senior Planners while honing your craft
- Sell Life Change, Not Products: flat-fee model ensures objective advice
- Focus on the Member, Not Paperwork: administrative burden is handled by dedicated support teams (Trading & Operations, Planner Support, and Member Experience)
- You don't gather onboarding data or execute trades
- Join a Movement: part of a community of growth-seekers redefining an underserved industry
Work Mode
- Remote role with emphasis on remote environment
