Senior Financial Planner

Summary

Facet is a financial planning firm dedicated to providing personalized financial advice. The Senior Financial Planner will act as a financial life coach, conducting virtual meetings and helping members navigate their financial lives with actionable advice and integrated solutions.

Responsibilities

• 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

Skills

• 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)

Qualifications

Must Haves

• 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)

Benefits

• 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