Financial Planner - Remote

Facet; United States; Remote; USD 80,000 - 95,000; Full time

Job summary

Join an innovative firm as a Financial Planner, where you will play a crucial role in providing exceptional financial advice to members. This position allows you to work remotely, ensuring flexibility while you help clients achieve their financial goals. You will collaborate with Senior Planners, utilizing cutting-edge technology to enhance the planning process. With a focus on delivering unbiased and personalized advice, you will have the opportunity to disrupt the financial services industry and make a significant impact on members' lives. If you are passionate about finance and eager to help others, this role is perfect for you.

Benefits

Flexible PTO

Medical, Dental, and Vision Insurance

401(k) with Employer Match

Life Insurance Options

Paid Parental Leave

Certification Reimbursement Program

Equity

Qualifications

• CFP designation required with 1+ years of experience in financial planning.
• Strong communication and time management skills are essential.

Responsibilities

• Review incoming member messages and determine the best course of action.
• Guide members through the planning process and motivate them to take action.

Skills

Interpersonal Skills

Time Management

Effective Communication

Financial Planning

Adaptability

Education

CFP Designation

1+ Years of Financial Planning Experience

Tools

In-house Financial Planning Tools

Communication Software

Job description

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As a Financial Planner at Facet, you will be a key player in helping our members receive incredible comprehensive financial planning. Your job is to provide continuity when a Senior Planner is unavailable by evaluating member situations and delivering on time and accurate advice. In this role, you will align with the Facet planning philosophy and apply your planning knowledge to member situations to provide a consistent member experience.

We are looking for people who:

• 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
  
  
  

Day-to-Day Responsibilities:

• Responsible for reviewing incoming member messages while Senior Planners are out on parental leave or out of the office to determine the urgency of the request and the best course of action
• Efficiently synthesize members needs and then partner with team members to coordinate solutions
• Step in and meet with members on an as needed basis to address their questions and deliver recommended next steps during their planner's absence.
• Become an expert on our in house tools to assist planners with building plans
• Guide our Foundations members through implementation of their plan by utilizing messaging and our in house tools to answer questions and inspire them to take action
• Manage a small group of members as the sole planner, guiding them through the entire planning process and motivating them to take action on advice
• Effectively and ruthlessly manage your calendar, time, and other tasks to ensure efficiency
  
  
  

What makes this role different? As a financial planner, you...

• Learn from Senior Planners and further develop your approach to managing members
• Will be helping to disrupt a historically inaccessible industry and build the next great financial services company
• Will be providing unbiased, personalized, and affordable advice to your members
• Will work with cutting-edge proprietary technology built specifically to enhance the Facet Way of planning
• Will not be compensated on the amount of assets someone has managed with Facet
• Have the flexibility to live anywhere in the US
  
  
  

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 -these are the biggest keys to success as a Facet reserve planner
• Excellent computer skills and the ability to learn in-house software and tools
  
  
  

Benefits

• $80,000-$95,000 base salary + bonus
• Equity
• 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

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance

• Industries

  IT Services and IT Consulting

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