Financial Planner

Summary

Join Facet as a Financial Planner and become a key player in providing comprehensive financial planning to our members. You will ensure continuity when Senior Planners are unavailable, evaluating member situations and delivering timely, accurate advice. This role aligns with Facet's planning philosophy, applying your knowledge to provide a consistent member experience. You'll help members reach their financial goals, build rapport, and guide them to take action on recommendations. You'll be process-oriented, adaptable, and comfortable using technology in a remote environment. This position offers the opportunity to learn from senior planners, disrupt the financial services industry, and work with cutting-edge technology.

Requirements

• 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
• Excellent computer skills and the ability to learn in-house software and tools

Responsibilities

• Review incoming member messages to determine urgency and best course of action while Senior Planners are absent
• Synthesize members' needs and partner with team members to coordinate solutions
• Meet with members to address questions and deliver recommended next steps during their planner's absence
• Become an expert on in-house tools to assist planners with building plans
• Guide Foundations members through plan implementation using messaging and in-house tools
• Manage a small group of members, guiding them through the planning process and motivating action
• Manage your calendar, time, and tasks efficiently

Preferred Qualifications

• Love helping people reach their financial goals and are passionate about providing an exceptional, high-quality member experience as part of a team
• Can quickly build trust and rapport with members and guide members to take action on unbiased recommendations that are in their best interest
• Are process-oriented, organized, highly adaptable, and not afraid of a little chaos
• Are comfortable consistently evaluating the financial plans for new members with the support of in-house tools
• Fully embrace technology and are able to thrive and build relationships in a remote environment

Benefits

• $75,000-$85,000 base salary + 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
• Work from anywhere in the US