Senior Financial Planner

Facet; United States; Remote; USD 110,000 - 130,000; 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 coverage

Life insurance options

Paid parental leave

Certification reimbursement program

Job summary

A financial services company is seeking a Sr. Financial Planner to provide virtual coaching and guidance to members across the U.S. You'll help members reach their financial goals through comprehensive advice and modern technology. The ideal candidate should possess a CFP® designation and have over 3 years of financial planning experience. This role offers a competitive salary of $110,000 - $130,000 along with flexible PTO and comprehensive benefits.

Qualifications

• 3+ years of member facing financial planning experience.
• Excellent computer skills and ability to learn in-house software.
• Flexibility with hours to accommodate member meetings 2 nights per week.

Responsibilities

• Conduct 4-6 virtual member meetings per day.
• Build trust and credibility with members.
• Motivate members to take action on appropriate recommendations.
• Respond to member inquiries & requests efficiently.
• Manage operational items including reviewing member portfolios.

Skills

Exceptional follow up and typing/written communication skills

Excellent interpersonal skills

Flexibility with hours

Exceptional time and calendar management skills

Education

CFP® designation

Tools

In-house software

Job description

As a Sr. Financial Planner at Facet, you will work directly with members as their financial life coach and guide, helping them improve their lives by inspiring and empowering them to reach their financial goals, both big and small. You will not only be responsible for providing sound, comprehensive financial advice and guidance, but for helping members make sense of their financial lives in actionable ways with the help of technology.

We are looking for people who:

• Love helping people reach their financial goals and are passionate about providing an exceptional, high-quality member experience
• Can expertly guide members to take action on Facet’s recommendations that are in their best interest
• Are process-oriented, organized, highly adaptable, and not afraid of a little intensity & chaos
• Thrive when working with a large volume of members with the support of in-house tools
• Fully embrace technology and build relationships quickly in a virtual setting

Your Day-To-Day Responsibilities:

• Conduct 4-6 virtual member meetings per day to help them achieve their goals by acting as a financial life coach motivating them to take action to progress their financial plan
• Build trust and credibility in order to foster strong relationships with members remotely and provide a consistent, high-quality member experience with each interaction
• Motivate members to take action on any appropriate recommendations – A successful planner will be able to emphasize to our members the importance of our solutions, including investments, being integrated as a part of their plan
• Respond to member inquiries & requests efficiently and in a timely manner
• Learn and quickly adopt and implement new skills, processes, and technology
• Partner with team members to manage operational items including assisting with reviewing member portfolios and recommending investment solutions based on member risk/goals, coordinating member withdrawal needs and tax strategies for assets
• Effectively and ruthlessly manage your calendar, time, and other tasks to ensure efficiency

We believe that being a planner at Facet is the best CFP role in the industry. What makes this role different? As a planner, you…

• Will not need to build your own book of business
• Will be providing Facet’s best advice that is unbiased and personalized to your members
• Will not be compensated on the amount of assets someone has managed with Facet
• Have the flexibility to live anywhere in the US
• Will work with cutting-edge proprietary technology built specifically to enhance the Facet Way of planning
• Will be helping to disrupt a historically inaccessible industry and build the next great financial services company

• CFP® designation
• MST or PST Location preferred
• 3+ years of member facing financial planning experience
• Exceptional follow up and typing/written communication skills
• Excellent interpersonal skills and ability to build connections with members
• Flexibility with hours to accommodate member meetings 2 nights per week
• Excellent computer skills and the ability to learn in-house software and tools
• Exceptional time and calendar management skills – this is one of the biggest keys to success as a Facet planner

• $110,000 - $130,000 base salary + bonus determined by the experience, knowledge, skills, and abilities of the applicant - Please note, our salary ranges are based on current market data. Should you feel strongly that we are not in line, we highly recommend you to reach out and let us know. We are always looking to improve on building the best place for employees.
• Equity(ISO)
• 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