Financial Planner

🔥 12 hours ago

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Facet

WebsiteLinkedInAll Job Openings

201 - 500 employees

Founded 2016

We believe financial planning, when done right, is essential to living well. That’s why we created Facet. Our mission is to improve the lives of millions of Americans by offering impartial and invaluable financial advice and services at an affordable membership fee.

📋 Description

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

🎯 Requirements

• CFP® designation • 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 –these are the biggest keys to success as a Facet reserve planner • Excellent computer skills and the ability to learn in-house software and tools

🏖️ Benefits

• $95,000-$110,000 base salary + bonus • Equity (ISO): it is important to us that all employees are shareholders in our mission • 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