Financial Planner

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Facet

Site WebLinkedInTous les Emplois

201 - 500 employés

Fondée en 2016

Nous croyons que la planification financière, lorsqu'elle est bien faite, est essentielle pour bien vivre. C'est pourquoi nous avons créé Facet. Notre mission est d'améliorer la vie de millions d'Américains en offrant des conseils et services financiers impartiaux et inestimables à un tarif d'adhésion abordable. Divulgations : https://facetwealth.com/legal-documents/social-media-disclosure/

Description

• Responsible for reviewing incoming member messages while Senior Planners are out on parental leave or out of the office to determine the urgency of the request and the best course of action. • Efficiently synthesize members needs and then partner with team members to coordinate solutions. • Step in and meet with members on an as needed basis to address their questions and deliver recommended next steps during their planner's absence. • Become an expert on our in house tools to assist planners with building plans. • Guide our Foundations members through implementation of their plan by utilizing messaging and our in house tools to answer questions and inspire them to take action. • Manage a small group of members as the sole planner, guiding them through the entire planning process and motivating them to take action on advice. • Effectively and ruthlessly manage your calendar, time, and other tasks to ensure efficiency

🎯 Exigences

• 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

🏖️ Avantages

• $80,000-$95,000 base salary + bonus • Equity • 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