Associate Financial Planner — Mentored Growth, Remote

Facet; Oregon; Hybrid; USD 80,000 - 95,000; Full time

Benefits offered by this job

Equity (ISO)

Flexible PTO

Medical, dental, and vision insurance

401(k) with employer match

Short and long-term disability

Life insurance

Paid parental leave

Work from anywhere in the US

Job summary

Facet is hiring an Associate Financial Planner in the United States. This entry‑level role eliminates cold calling and commission pressure to focus on developing your craft and meaningful client impact. You will work under senior leadership to transform lives through personalized planning.

You will split time between mentorship, strategic planning, and member care, growing your skills across planning, tax efficiency, and holistic advice within a supportive, tech‑enabled environment.

Qualifications

• Bachelor's degree in financial planning or related field.
• CFP designation or CFP exam and within 60 days of meeting experience requirements.

Responsibilities

• Support two senior lead planners.
• Onboard two members weekly with live guidance.
• Shadow planning sessions and explain topics clearly.
• Rotate across Member Experience and Trading & Investment Ops.
• Analyze financial data to identify opportunities and tax efficiencies.
• Own core decision-making for financial strategies and map to the system.
• Translate goals into actionable steps for members.
• Serve as primary contact during planner absences to maintain relationships.

Skills

Communication skills

Collaboration

Emotional intelligence

Education

Bachelor's degree in financial planning

CFP designation or CFP exam

Job description

Facet is hiring an Associate Financial Planner in the United States. This entry‑level role eliminates cold calling and commission pressure to focus on developing your craft and meaningful client impact. You will work under senior leadership to transform lives through personalized planning.

You will split time between mentorship, strategic planning, and member care, growing your skills across planning, tax efficiency, and holistic advice within a supportive, tech‑enabled environment.