Note: The job is a remote job and is open to candidates in USA. Facet provides holistic, personalized financial planning to its members. The Associate Financial Planner supports senior planners by analyzing financial information, developing strategic action plans, onboarding and assisting members, and building planning expertise through mentorship and cross-functional rotations.
Responsibilities
- Directly onboard 2 of your own personal members each week with "live classroom" guidance and real-time support from your Director
- Shadow active planning sessions to learn how to explain complex topics in a simple, jargon-free manner
- Participate in cross-functional rotations within Member Experience (MX) and Trading & Investment Ops (TIO) to learn the full scope of firm operations
- Analyze incoming financial inputs—including data, statements, and tax returns—to independently identify interlocking financial opportunities and tax efficiencies
- Own the core decision-making for underlying financial strategies and map structural paths directly into our system
- Translate big-picture goals into bite-sized, tactical action items and next steps for members
- Act as the primary point of contact for members when lead planners are out of office, ensuring a continuous, warm relationship
- Review inbound messages and utilize our human-at-heart framework to address urgent questions or calm financial anxieties
Skills
- You have natural emotional intelligence
- You possess exceptional agility, comfort with evolving software tools, and a drive to build features that have never been done before
- You are eager to transition from a plan builder to an authoritative, empathetic guide through rapid skill advancement
- Bachelor's degree in financial planning or a related field
- CFP® designation or successfully passed the CFP® exam and within 60 days of satisfying the experience requirement to use the CFP®
- 0-2 years of experience in the financial services industry, customer success, or a high-growth startup environment
- Exceptional communication skills and the ability to collaborate in a high-trust, tech-enabled environment
Benefits
- Bonus
- Equity (ISO): all employees are shareholders in Facet’s mission.
- Flexible PTO
- Medical, dental, and vision insurance
- 401(k) with employer match
- Short- and long-term disability insurance
- Life insurance
- Paid parental leave
- Certification reimbursement program
- Work from anywhere in the US
Company Overview