[Remote] Financial Planner - Remote

Note: The job is a remote job and is open to candidates in USA. Facet is a financial advisory firm that aims to provide objective, personalized financial advice to empower individuals. The Financial Planner role focuses on guiding members through the financial planning process without the pressure of sales, utilizing a proprietary technology platform to enhance member experience.ResponsibilitiesReview incoming member messages while Senior Planners are out of office to determine the urgency of requests and the best course of actionManage a small group of members as the primary planner, guiding them through the entire planning processEfficiently synthesize member needs and partner with Trading and Investment Operations to coordinate solutions and tax strategiesBecome an expert on our proprietary, AI-enabled tech stack to build comprehensive plansGuide Foundations members through plan implementation using messaging and in-house tools to inspire actionRuthlessly manage your calendar and time to ensure an efficient, high-quality experienceSkillsCFP® designation1+ years of member facing financial planning experienceEffective follow up and typing/written communication skillsExcellent interpersonal skills and ability to build connections with membersExceptional time management and communication skills – these are the biggest keys to success as a Facet reserve plannerExcellent computer skills and the ability to learn in-house software and toolsBenefitsEquity (ISO): it is important to us that all employees are shareholders in our missionFlexible PTOAll the benefits: medical, dental, and vision insurance401(k) with employer matchShort and long term disability coverage (paid by Facet)Life insurance optionsPaid parental leaveCertification reimbursement programWork from anywhere in the USCompany OverviewFacet provides financial planning and advice tailored to individual needs and goals. It was founded in 2016, and is headquartered in Baltimore, Maryland, USA, with a workforce of 201-500 employees. Its website is https://facet.com.



Apply Now