Senior Financial Planner — Flat-Fee, Remote Planning

Facet; United States; Remote; USD 110,000 - 130,000; Full time

Benefits offered by this job

Base salary $110,000 – $130,000

Equity (ISO)

Flexible PTO

Medical, dental, vision insurance

401(k) with employer match

Work from anywhere in the US

Job summary

Facet is seeking a Senior Financial Planner who operates in a fully remote, US-based capacity. The role emphasizes objective, AI‑driven advice within a flat‑fee model, eliminating commission-based pressure and excessive paperwork.

You will conduct 4–6 virtual meetings daily, build strong relationships, and collaborate with Trading and Investment Ops to deliver holistic financial plans for members.

Qualifications

• 3+ years of member-facing financial planning experience.
• Exceptional written communication and typing skills.
• Exceptional time and calendar management skills.
• Reside in the US (MST or PST time zones preferred).

Responsibilities

• Conduct 4–6 virtual member meetings per day, motivating members to take action on recommendations in their best interest.
• Rapidly build trust and credibility in a remote setting, fostering long-term relationships.
• Emphasize integrated solutions—including investments—as part of a holistic life plan.
• Partner withTrading and Investment Ops teams to manage portfolios and tax strategies, while providing feedback to improve planning tools.
• Efficiently manage your calendar and time to provide an organized experience for members while scaling with the firm.

Skills

Financial planning

Written communication

Typing speed

Time/calendar management

Remote work readiness

Job description

Facet is seeking a Senior Financial Planner who operates in a fully remote, US-based capacity. The role emphasizes objective, AI‑driven advice within a flat‑fee model, eliminating commission-based pressure and excessive paperwork.

You will conduct 4–6 virtual meetings daily, build strong relationships, and collaborate with Trading and Investment Ops to deliver holistic financial plans for members.