Associate 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

• As an Associate Financial Planner, you will support approximately 2 senior lead planners. Your time is balanced across three high-impact buckets: • Directly onboard 2 of your own personal members each week with "live classroom" guidance and real-time support from your Director. • Shadow active planning sessions to learn how to explain complex topics in a simple, jargon-free manner. • Participate in cross-functional rotations within Member Experience (MX) and Trading & Investment Ops (TIO) to learn the full scope of firm operations. • Analyze incoming financial inputs—including data, statements, and tax returns—to independently identify interlocking financial opportunities and tax efficiencies. • Own the core decision-making for underlying financial strategies and map structural paths directly into our system. • Translate big-picture goals into bite-sized, tactical action items and next steps for members. • Act as the primary point of contact for members when lead planners are out of office, ensuring a continuous, warm relationship. • Review inbound messages and utilize our human-at-heart framework to address urgent questions or calm financial anxieties.

🎯 Requirements

• Bachelor’s degree in financial planning or a related field. • CFP® designation or successfully passed the CFP® exam and within 60 days of satisfying the experience requirement to use the CFP®. • 0-2 years of experience in the financial services industry, customer success, or a high-growth startup environment. • Exceptional communication skills and the ability to collaborate in a high-trust, tech-enabled environment.

🏖️ Benefits

• $80,000 - $95,000 base salary plus bonus • Equity (ISO): It is important to us that all employees are shareholders in our mission. • Flexible PTO • Comprehensive Benefits: Medical, dental, and vision insurance, 401(k) with employer match, short and long-term disability, life insurance, and paid parental leave. • Certification Reimbursement Program • Work from anywhere in the US