Financial Planner - Remote

Facet Wealth; United States; Remote; USD 95,000 - 110,000; Full time

Benefits offered by this job

Equity

Flexible PTO

Health insurance

401(k) match

Parental leave

Certification reimbursement

Remote work

Job summary

Facet Wealth is redefining financial planning by removing asset minimums and offering objective, flat-fee guidance through CFP® professionals and a tech-enabled platform. The role focuses on remote member meetings and building lasting relationships without traditional sales pressure.

You will leverage in-house tools to deliver holistic plans and support for members across their financial picture.

Qualifications

• CFP designation is required.
• At least 1 year of member-facing financial planning experience.
• Excellent written and verbal communication skills.
• Strong time management and organizational abilities.
• Ability to learn and use in-house software and tools.

Responsibilities

• Conduct 4–6 virtual member meetings per day.
• Build trust and long-term relationships with members in a remote setting.
• Coordinate with Trading and Investment Operations to tailor financial plans.
• Leverage our AI-enabled tech stack to create comprehensive plans.
• Guide Foundations members through plan implementation and action.

Skills

CFP designation

Member-facing experience

Communication skills

Time management

Tech-savvy with in-house tools

Education

CFP designation

Tools

In-house software

Job description

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?

• Mentorship & Growth: Learn from CFP® professionals and Senior Planners while honing your craft.
• Sell Life Change, Not Products: We’ve eliminated the pressure of business development. You aren’t a salesperson for a fund; you are a catalyst for behavior change. Because we utilize a flat-fee model (not AUM-based), your advice is always objective. If a member should pay down debt instead of investing, that’s exactly what you’ll tell them.
• Focus on the Member, Not Paperwork: We’ve built a proprietary, AI-enabled tech stack and a dedicated support ecosystem (Trading & Operations, Planner Support, and Member Experience) to take the administrative burden off your plate. You don't gather onboarding data or execute trades; you build relationships.
• Join a Movement: We operate with a \"One Facet\" mentality—a flat, non-hierarchical structure that eliminates silos. You aren't just joining a company; you’re joining a community of growth‑seekers redefining an underserved industry.

Your Day-to-Day Impact & Responsibilities

• Conduct 4-6 virtual member meetings per day, motivating members to take action on recommendations that are in their absolute best interest.
• Rapidly build trust and credibility in a remote setting, fostering long-term relationships through a consistent, high-quality experience.

• Efficiently synthesize member needs and partner with Trading and Investment Operations to coordinate solutions and tax strategies.
• Become an expert on our proprietary, AI-enabled tech stack to build comprehensive plans.
• Guide Foundations members through plan implementation using messaging and in-house tools to inspire action.
• Ruthlessly manage your calendar and time to ensure an efficient, high-quality experience.

Who You Are

• A Passionate Advocate: You love helping people reach their goals and thrive when working with the support of in-house tools.
• A Relationship Builder: You can quickly build trust and rapport, guiding members to take action on unbiased recommendations.
• Adaptable & Organized: You are process-oriented and not afraid of the hard work that comes with disrupting a legacy industry.
• A Tech Champion: You fully embrace technology and AI-driven tools to enhance the member experience in a remote environment.

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

• $95,000-$110,000 base salary + bonus
• Equity (ISO): it is important to us that all employees are shareholders in our mission
• 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