Senior Financial Planner

🕒 April 23

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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

• 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.

🎯 Requirements

• 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).

🏖️ Benefits

• $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