Remote Financial Planner - CFP with Equity & Flexible PTO

Facet Decision Systems, Inc.; United States; Remote; USD 95,000 - 110,000; Full time

Benefits offered by this job

Equity (ISO)

Flexible PTO

Medical insurance

Dental insurance

Vision insurance

401(k) match

Disability insurance

Life insurance

Parental leave

Certification reimbursement

Work from anywhere

Job summary

Facet Decision Systems, Inc. is seeking a Financial Planner to empower members with objective, fee-based guidance.

No cold calling, no commissions, and no mountains of paperwork—only client-centered financial planning using our AI-enabled tech and flat-fee model. You’ll review member needs, guide planning for the Foundations program, and collaborate with trading and investment operations to deliver holistic, tax-aware plans.

Qualifications

• CFP designation required.
• 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—keys to success as a Facet reserve planner.
• Excellent computer skills and ability to learn in-house software and tools.

Responsibilities

• Review incoming member messages while Senior Planners are out of office to determine urgency and best action.
• Manage a small group of members as the primary planner, guiding them through the entire planning process.
• Synthesize member needs and coordinate solutions with Trading and Investment Operations for 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 to ensure an efficient, high-quality experience.

Skills

CFP designation

Member facing planning

Follow up & communication

Interpersonal skills

Time management

In-house software skills

Job description

Facet Decision Systems, Inc. is seeking a Financial Planner to empower members with objective, fee-based guidance.

No cold calling, no commissions, and no mountains of paperwork—only client-centered financial planning using our AI-enabled tech and flat-fee model. You’ll review member needs, guide planning for the Foundations program, and collaborate with trading and investment operations to deliver holistic, tax-aware plans.