Associate Planner

Facet; United States; À distance; USD 80 000 - 95 000; Plein temps

Avantages offerts par ce poste

Equity (ISO)

Flexible PTO

Comprehensive Benefits: Medical,Dental

Work from anywhere in the US

401(k) with employer match

Parental leave

Résumé du poste

Facet seeks an Associate Financial Planner to support senior planners, focusing on mentorship and practical client guidance. You’ll onboard members, translate complex topics, and rotate across teams to understand the full advisory workflow.

With a CFP path, equity, generous benefits, and a remote, nationwide role, you’ll grow from a plan-builder to an empathetic advisor. Flexible PTO and a flat fee model underpin a collaborative culture.

Qualifications

• Bachelor’s degree in financial planning or related field.
• CFP designation or passed CFP exam and within 60 days of meeting experience requirement.
• 0–2 years of experience in financial services, customer success or a high-growth startup.
• Strong communication and collaboration in a tech-enabled environment.
• Willingness to work from anywhere in the US.

Responsabilités

• Onboard and mentor two personal members weekly with live guidance from a Director.
• Shadow planning sessions to simplify complex topics for members.
• Participate in cross-functional rotations within MX and TIO to learn firm operations.
• Analyze financial inputs and map interlocking financial opportunities and tax efficiencies.

Connaissances

Emotional intelligence

Startup mindset

Growth mindset

Exceptional communication

CFP designation

Formation

Bachelor’s degree in financial planning or related field

Description du poste

Facet was founded in 2016 on the belief that objective, personalized financial advice is essential to living well. Our mission is to empower people to live more enriched lives by delivering a new standard of advice. By removing asset minimums, we provide holistic planning that goes far beyond investments to address every way money impacts life. Our team of CFP® professionals are at the core of our service and are empowered by our best-in-class support teams and proprietary technology platform. This model allows Facet to integrate advice into our members’ entire financial picture—all for an affordable, flat membership fee.

Our commitment to innovation and member success has earned national recognition, including being ranked the #1 Best Financial Advisory Firm 2025 by USA TODAY and named to Newsweek’s list of America’s Top Financial Advisory Firms 2025. With an A+ BBB Rating and a Trustpilot “Excellent” score (as of Sept. 16, 2025)*, we are proud to be redefining the industry for our members and our team alike.

Why Facet? The Future of Financial Planning

The Financial Planner role at Facet is unlike any other in the industry. We’ve stripped away the “old way” of doing business—no cold calling, no commission-chasing, and no mountains of paperwork. We’ve created a role focused entirely on why you became a planner in the first place: to hone your craft and change lives.

What Makes This Role Different?

• The Elite “Training Camp”: We invest heavily in your personal growth. You will be directly mentored by senior leaders to unlock your full potential, turning this entry-level role into career insurance for the modern workforce.


• Real-World Muscle Memory: Under the direct wing of a Director, Planning Team Lead, you will clear away the “administrative noise” for members while building the skills needed to guide people from thinking to doing.


• Focus on Behavior, Not Just Numbers: You will master the “art of the subtext,” learning to read unspoken family dynamics and manage member emotional blocks that algorithms can never replicate.

Your Impact & Responsibilities

• As an Associate Financial Planner, you will support approximately 2 senior lead planners. Your time is balanced across three high-impact buckets:

Direct Mentorship & Growth (~50% of Time)

• Directly onboard 2 of your own personal members each week with “live classroom” guidance and real-time support from your Director.


• Shadow active planning sessions to learn how to explain complex topics in a simple, jargon-free manner.


• Participate in cross-functional rotations within Member Experience (MX) and Trading & Investment Ops (TIO) to learn the full scope of firm operations.

Roadmap Architecture & Strategic Co-Building (~45% of Time)

• Analyze incoming financial inputs—including data, statements, and tax returns—to independently identify interlocking financial opportunities and tax efficiencies.


• Own the core decision‑making for underlying financial strategies and map structural paths directly into our system.


• Translate big-picture goals into bite‑sized, tactical action items and next steps for members.

Proactive Member Care & Continuity Coordination (~5% of Time)

• Act as the primary point of contact for members when lead planners are out of office, ensuring a continuous, warm relationship.


• Review inbound messages and utilize our human‑at‑heart framework to address urgent questions or calm financial anxieties.

Who You Are

• An Evolving Guide: You have natural emotional intelligence and a foundational drive to help people stop over‑thinking their money.




• Someone with a Startup Mindset: You possess exceptional agility, comfort with evolving software tools, and a drive to build features that have never been done before.




• A Growth Seeker: You are eager to transition from a plan builder to an authoritative, empathetic guide through rapid skill advancement.




• Bachelor’s degree in financial planning or a related field.




• CFP® designation or successfully passed the CFP® exam and within 60 days of satisfying the experience requirement to use the CFP®.




• 0-2 years of experience in the financial services industry, customer success, or a high‑growth startup environment.




• Exceptional communication skills and the ability to collaborate in a high‑trust, tech‑enabled environment.




• $80,000 - $95,000 base salary plus bonus




• Equity (ISO): It is important to us that all employees are shareholders in our mission.




• Flexible PTO




• Comprehensive Benefits: Medical, dental, and vision insurance, 401(k) with employer match, short and long‑term disability, life insurance, and paid parental leave.




• Certification Reimbursement Program




• Work from anywhere in the US

*Facet was ranked #1 Best Financial Advisory Firm 2025 by USA TODAY in April 2025 who partnered with Statista to rank the top 500 RIAs. Recommendations were collected via an independent survey among over 30,000 individuals. self‑recommendations were prohibited, and no compensation was provided for the ranking. Facet has been Accredited with the Better Business Bureau® since June 2025, and as of February 2026 holds an A+ BBB Rating. This Accreditation does not imply BBB approval or endorsement. Plant‑A Insights Group and Newsweek partnered to identify America’s Top Financial Advisory Firms 2025. This analysis was performed with data as of September 2024 and reviewed over 15,000 financial advisories registered with the SEC. These rankings prepared by Plant‑A reflect editorial content and no compensation was provided by Facet in connection with America’s Top Financial Advisory Firms 2025.” As of February 25, 2026; Facet has a 4.8 star rating with TrustPilot.com. TrustPilot uses a formula for calculation that considers three factors: time span, frequency, and Bayesian average. After the calculation, a TrustScore is then visualized into a star rating from 1 to 5 stars, including half stars. Facet’s star rating is calculated from reviews from January of 2022 to present day. Daily star rating may fluctuate. Companies on Trustpilot aren’t allowed to offer incentives or pay to hide reviews and Facet has not made any payments in offer or receipt of any reviews. Please see additional information