Senior Financial Planner- Remote

Facet (facet.com); 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 empower members to achieve their financial goals. This role emphasizes providing unbiased advice and leveraging cutting-edge technology to enhance the planning experience. With the flexibility to work from anywhere in the US, you will engage with members through virtual meetings, fostering strong relationships and delivering exceptional service. This is a unique opportunity to disrupt the financial services industry while enjoying a competitive salary and comprehensive benefits package, including equity options and flexible PTO.

Benefits

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

Qualifications

• 3+ years of member-facing financial planning experience.
• Exceptional time and calendar management skills are crucial.

Responsibilities

• Provide high-quality member experience through virtual meetings.
• Guide members to take action on financial recommendations.

Skills

Financial Planning

Interpersonal Skills

Communication Skills

Time Management

Adaptability

Education

CFP designation

Tools

In-house software

Job description

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

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

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