[Remote] Senior Financial Planner

Note: The job is a remote job and is open to candidates in USA. 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.ResponsibilitiesConduct 4–6 virtual member meetings per day, motivating members to take action on recommendations that are in their absolute best interestRapidly build trust and credibility in a remote setting, fostering long-term relationships through a consistent, high-quality experienceEmphasize the importance of integrated solutions—including investments—as a part of a holistic life planPartner with our Trading and Investment Ops teams to manage portfolios and tax strategies, while providing feedback to help improve our proprietary planning toolsEfficiently manage your calendar and time to provide an organized experience for your members while staying adaptable to the fast-paced energy of a scaling firmSkillsCFP® Designation (Required)3+ years of member-facing financial planning experienceExceptional written communication and typing skills (speed and accuracy are key)Exceptional time and calendar management skills—this is the primary driver of success at FacetFlexibility to accommodate member meetings 2 nights per weekReside in the US (MST or PST time zones preferred)BenefitsEquity (ISO): it is important to us that all employees are shareholders in our missionFlexible PTOAll 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 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.