Facet

Senior Financial Planner

Facet

full-time

Posted on:

Location Type: Remote

Location: United States

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Salary

💰 $110,000 - $130,000 per year

Job Level

Senior

About the role

  • 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)
  • 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
  • $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
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
financial planningportfolio managementtax strategiesintegrated solutions
Soft Skills
communicationtime managementcalendar managementrelationship buildingadaptabilitymotivation
Certifications
CFP® Designation