Senior Financial Planner

🕒 il y a 7 mois

🇺🇸 États-Unis – Télétravail

💵 $110 000 - $130 000 / an

⏰ Temps Plein

🟠 Senior

💸 Planification et Analyse Financières (FP&A)

👻 Score fantôme 35%

Ce que ça veut dire : la probabilité que personne ne recrute vraiment pour cette offre.Comment le lire : 60 % ou plus, on pense que c'est une offre fantôme. Un score plus bas est moins inquiétant.Comment on la calcule : ancienneté, republications, postes ouverts vs taille de l'équipe, rapidité de clôture, et si le salaire est indiqué.À noter : une estimation à partir de données publiques, pas un jugement sur l'entreprise. De vraies offres peuvent avoir un score élevé, alors prenez-le comme un indice, pas comme un fait.

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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

• 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.

🎯 Exigences

• CFP® Designation (Required) • 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. • Flexibility to accommodate member meetings 2 nights per week. • Reside in the US (MST or PST time zones preferred).

🏖️ Avantages

• $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): 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

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