Senior Financial Planner

Summary

Join Facet as a Sr. Financial Planner and work directly with members as their financial life coach, guiding them to achieve their financial goals. You will provide comprehensive financial advice, helping members make actionable plans using technology. This role requires expertise in guiding members, strong organizational skills, and comfort working remotely with a high volume of clients. Facet offers a unique opportunity to disrupt the financial services industry, providing unbiased and affordable advice without commission-based compensation. The position offers flexibility to work from anywhere in the US and utilizes cutting-edge technology. This is a CFP role with a competitive salary and benefits package.

Requirements

• CFP® designation
• 3+ 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
• Flexibility with hours to accommodate member meetings 2 nights per week
• Excellent computer skills and the ability to learn in-house software and tools
• Exceptional time and calendar management skills – this is one of the biggest keys to success as a Facet planner

Responsibilities

• Foster strong relationships with members remotely by providing a consistent, high-quality member experience with each interaction
• Deliver our high value service to members via 4-5 virtual member meetings per day to help them achieve their goals by acting as a financial life coach
• Drive members to take action on recommendations- – A successful planner will be able to emphasize to our members the importance of our solutions, including investments, insurance, and estate planning being part of their plan as it aligns with their goals
• Efficiently and timely respond to member inquiries and requests
• Learn and quickly adopt and implement new skills, processes, and technology
• Partner with team members to manage operational items including assisting with reviewing member portfolios and recommending investment solutions based on member risk/goals, coordinating member withdrawal needs and tax strategies for assets
• Effectively and ruthlessly manage your calendar, time, and other tasks to ensure efficiency

Benefits

• $115,000 - $130,000 base salary + bonus determined by the experience, knowledge, skills, and abilities of the applicant - Please note, our salary ranges are based on current market data. Should you feel strongly that we are not in line, we highly recommend you to reach out and let us know. We are always looking to improve on building the best place for employees
• Equity(ISO)
• 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