Note: The job is a remote job and is open to candidates in USA. Facet is a financial planning company focused on delivering personalized financial advice. The Financial Planner role involves guiding members through their financial planning process while leveraging technology to enhance the member experience.
Responsibilities
- 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
Skills
- CFP® designation
- 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 –these are the biggest keys to success as a Facet reserve planner
- Excellent computer skills and the ability to learn in-house software and tools
Benefits
- Equity (ISO): it is important to us that all employees are shareholders in our mission
- Flexible PTO
- All the benefits: medical, dental, and vision insurance, 401(k) with employer match, short and long term disability coverage (paid by Facet), life insurance options and paid parental leave
- Certification reimbursement program
- Work from anywhere in the US
Company Overview