Note: The job is a remote job and is open to candidates in USA. Facet is a financial advisory firm focused on delivering personalized financial advice. The Senior Financial Planner role involves acting as a financial life coach, helping members navigate their financial lives through technology-backed advice and building strong relationships.
Responsibilities
- Conduct 4–6 virtual member meetings per day, motivating members to take action on recommendations that are in their absolute best interest
- Rapidly build trust and credibility in a remote setting, fostering long-term relationships through a consistent, high-quality experience
- Emphasize the importance of integrated solutions—including investments—as a part of a holistic life plan
- Partner with our Trading and Investment Ops teams to manage portfolios and tax strategies, while providing feedback to help improve our proprietary planning tools
- Efficiently manage your calendar and time to provide an organized experience for your members while staying adaptable to the fast-paced energy of a scaling firm
Skills
- CFP® Designation (Required)
- 3+ years of member-facing financial planning experience
- Exceptional written communication and typing skills (speed and accuracy are key)
- Exceptional time and calendar management skills—this is the primary driver of success at Facet
- Flexibility to accommodate member meetings 2 nights per week
- Reside in the US (MST or PST time zones preferred)
Benefits
- Bonus determined by the experience, knowledge, skills, and abilities of the applicant
- 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