Senior Financial Planner

🕒 vor 1 Monat

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Facet

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201 - 500 Mitarbeiter

Gegründet 2016

Wir glauben, dass Finanzplanung, wenn sie richtig gemacht wird, entscheidend für ein gutes Leben ist. Deshalb haben wir Facet gegründet. Unsere Mission ist es, das Leben von Millionen Amerikanern zu verbessern, indem wir unparteiische und unschätzbar wertvolle Finanzberatung und -dienstleistungen zu einem erschwinglichen Mitgliedsbeitrag anbieten.\nOffenlegungen: https://facetwealth.com/legal-documents/social-media-disclosure/

Beschreibung

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

🎯 Anforderungen

• CFP® Designation (Required) • Ability to work from 9am - 5pm your local time M-W or W-F • 3+ years of member-facing financial planning experience. • Exceptional written communication and typing skills (speed and accuracy are key). • Exceptional time and calendar management skills—this is the primary driver of success at Facet. • __**Must NOT be registered with another firm or working in a capacity of conflict of interest**__ • Reside in the US (MST or PST time zones preferred).

🏖️ Vorteile

• $55 - $65 / hour 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. • Work from anywhere in the US