Senior Financial Planner- Remote

Facet Decision Systems, Inc.; United States; Remote; USD 110,000 - 130,000; Full time

Job summary

Join a forward-thinking company as a Sr. Financial Planner, where you will inspire and empower members to achieve their financial goals. In this dynamic role, you will provide comprehensive financial advice, leveraging cutting-edge technology to enhance member experiences. With a focus on building strong relationships, you will guide clients through actionable financial strategies, ensuring they feel supported every step of the way. Enjoy the flexibility of working from anywhere in the US while contributing to a mission that disrupts the financial services industry. If you are passionate about helping others and thrive in a remote environment, this opportunity is perfect for you.

Benefits

Equity (ISO)

Flexible PTO

Medical Insurance

Dental Insurance

Vision Insurance

401(k) with Employer Match

Short and Long Term Disability Coverage

Life Insurance Options

Paid Parental Leave

Certification Reimbursement Program

Qualifications

• 3+ years of member-facing financial planning experience required.
• CFP designation is mandatory for this role.

Responsibilities

• Provide high-quality financial advice and guidance to members remotely.
• Conduct 4-5 virtual meetings daily to assist members with their financial goals.

Skills

Financial Planning

Interpersonal Skills

Time Management

Written Communication

Adaptability

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, motivating them to 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 unbiased recommendations that are in their best interest
• Are process-oriented, organized, highly adaptable, and can handle some uncertainty
• Are comfortable working with a large volume of members with the support of in-house tools
• Fully embrace technology and are able to thrive and build relationships in a remote environment

Your Day-To-Day Responsibilities:

• Foster strong relationships with members remotely by providing a consistent, high-quality member experience with each interaction
• Deliver our high value service to members via 4-5 virtual member meetings per day to help them achieve their goals by acting as a financial life coach
• Drive members to take action on recommendations - A successful planner will be able to emphasize to our members the importance of our solutions, including investments, insurance, and estate planning being part of their plan as it aligns with their goals
• Efficiently and timely respond to member inquiries and requests
• 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 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 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 not need to build your own book of business, but treat them as you worked to get them

Minimum Requirements:

• CFP designation
• 3+ 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
• 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

Compensation and Benefits:

• $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