Associate Planner

Facet

Associate Financial Planner supporting senior planners at Facet, a modern financial advisory firm focused on personalized advice. Mentoring and strategic planning responsibilities with extensive personal growth opportunities.

Posted 6/29/2026full-timeRemote • 🇺🇸 United StatesJuniorMid-Level💰 $80,000 - $95,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in financial planning, including the ability to analyze financial data and identify opportunities for clients. Strong communication and collaboration skills are essential for effectively supporting senior planners and engaging with members.

Highest-signal resume keywords

CFP® DesignationFinancial AnalysisClient Relationship ManagementExceptional Communication SkillsCollaboration in Tech-Enabled Environments

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial PlanningData AnalysisTax Efficiency IdentificationDecision-Making for Financial StrategiesOnboarding Processes

Soft Skills

Exceptional CommunicationCollaborationProblem-SolvingEmpathy

Certifications & Qualifications

CFP® Certification

Industry Keywords

Financial ServicesCustomer SuccessHigh-Growth StartupMember ExperienceTrading & Investment Operations

About the role

Key responsibilities & impact

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

What you’ll need

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

Comp & perks

$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