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Financial Planner - Remote

As a Financial Planner at Facet, you will be a key player in helping our members receive incredible comprehensive financial planning. Your job is to provide continuity when a Senior Planner is unavailable by evaluating member situations and delivering on time and accurate advice. In this role, you will align with the Facet planning philosophy and apply your planning knowledge to member situations to provide a consistent member experience.

We are looking for people who:

  • Love helping people reach their financial goals and are passionate about providing an exceptional, high-quality member experience as part of a team
  • Can quickly build trust and rapport with members and guide members to take action on unbiased recommendations that are in their best interest
  • Are process-oriented, organized, highly adaptable, and not afraid of a little chaos
  • Are comfortable consistently evaluating the financial plans for new members with the support of in-house tools
  • Fully embrace technology and are able to thrive and build relationships in a remote environment

Day-to-Day Responsibilities:

  • Responsible for reviewing incoming member messages while Senior Planners are out on parental leave or out of the office to determine the urgency of the request and the best course of action.
  • Efficiently synthesize members needs and then partner with team members to coordinate solutions.
  • Step in and meet with members on an as needed basis to address their questions and deliver recommended next steps during their planner's absence. 
  • Become an expert on our in house tools to assist planners with building plans.
  • Guide our Foundations members through implementation of their plan by utilizing messaging and our in house tools to answer questions and inspire them to take action.
  • Manage a small group of members as the sole planner, guiding them through the entire planning process and motivating them to take action on advice.
  • Effectively and ruthlessly manage your calendar, time, and other tasks to ensure efficiency

What makes this role different? As a financial planner, you…

  • Learn from Senior Planners and further develop your approach to managing members
  • Will be helping to disrupt a historically inaccessible industry and build the next great financial services company
  • Will be providing unbiased, personalized, and affordable advice to your members
  • Will work with cutting-edge proprietary technology built specifically to enhance the Facet Way of planning
  • Will not be compensated on the amount of assets someone has managed with Facet
  • Have the flexibility to live anywhere in the US
  • CFP® designation
  • 1+ years of member facing financial planning experience
  • Effective follow up and typing/written communication skills
  • Excellent interpersonal skills and ability to build connections with members 
  • Exceptional time management and communication skills –these are the biggest keys to success as a Facet reserve planner
  • Excellent computer skills and the ability to learn in-house software and tools
  • $80,000-$95,000 base salary + bonus
  • Equity
  • 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
Facet Glassdoor Company Review
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CEO of Facet
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Anders Jones
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Average salary estimate

$87500 / YEARLY (est.)
min
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$80000K
$95000K

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What You Should Know About Financial Planner - Remote, Facet

As a Financial Planner at Facet, you'll play an essential role in delivering comprehensive financial planning that truly makes a difference for our members. This remote position empowers you to provide support when a Senior Planner is unavailable, ensuring that our members always receive timely and accurate advice. Your responsibilities will include evaluating member situations, synthesizing their needs, and collaborating with team members to create effective solutions. We're looking for passionate individuals who thrive on helping others achieve their financial goals while building strong relationships, even from a distance. You'll be able to embrace technology and our innovative tools to streamline planning processes, all while working in your own environment. Your daily tasks will involve reviewing member inquiries, stepping in for conversations, and guiding Foundations members through their financial journeys. By joining us, you'll not only enhance your skills alongside experienced Senior Planners but also contribute to a movement that strives to disrupt financial services. This isn't just a job; it's a chance to make a real impact in a historically inaccessible industry. With a competitive salary range of $80,000-$95,000, along with bonuses, equity, and flexible PTO, Facet truly values your work-life balance. Plus, you get to work from anywhere in the U.S., enjoying comprehensive benefits including medical, dental, and life insurance options. If you’re ready to be part of a team that values personal growth and accessible financial advice, then Facet is the perfect place for you to thrive as a Financial Planner.

Frequently Asked Questions (FAQs) for Financial Planner - Remote Role at Facet
What are the primary responsibilities of a Financial Planner at Facet?

As a Financial Planner at Facet, your main responsibilities include reviewing incoming member messages, determining the urgency of their requests, and delivering suitable financial advice. You'll work closely with team members to synthesize members' needs and meet with them during their planner's absence. Additionally, you'll manage your own group of members, guiding them through the planning process and encouraging them to implement recommended steps.

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What qualifications do I need to apply for the Financial Planner position at Facet?

To be considered for the Financial Planner role at Facet, candidates should have a CFP® designation, at least one year of member-facing financial planning experience, and excellent communication skills. Candidates must also be adept in time management and have strong interpersonal abilities to connect with members effectively.

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What makes Facet's Financial Planner role unique compared to other financial services positions?

Facet's Financial Planner role stands out because it focuses on providing unbiased, personalized, and affordable financial advice. Unlike traditional roles compensated based on asset management, Facet emphasizes quality member engagement and innovative financial planning, all supported by proprietary technology that enhances your workflow.

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How does Facet support its Financial Planners' professional growth?

Facet supports the professional growth of its Financial Planners by encouraging learning opportunities alongside Senior Planners, providing a certification reimbursement program, and equipping team members with cutting-edge tools designed specifically for effective planning. You'll also have the opportunity to continuously develop your approach to member management, ensuring you grow both personally and professionally.

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Is the Financial Planner role at Facet remote, and what is the flexibility offered?

Yes, the Financial Planner role at Facet is entirely remote, allowing you to work from anywhere in the U.S. Furthermore, you'll enjoy flexibility in your schedule with generous PTO, making it easier to maintain a healthy work-life balance.

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Common Interview Questions for Financial Planner - Remote
How do you approach building trust with your clients as a Financial Planner?

To build trust with clients, I prioritize clear communication and actively listen to their concerns. Establishing a rapport involves being transparent about recommendations and showing a genuine interest in their financial goals.

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Can you describe a challenging financial planning situation you've faced and how you handled it?

Certainly! In a past role, I worked with a client facing unexpected medical expenses. I conducted a thorough assessment of their financial status and adjusted their plan to ensure they could manage those costs while still planning for their long-term goals. This approach highlighted my adaptability and commitment to their wellbeing.

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What tools or technology are you comfortable using in financial planning?

I have experience with various financial planning software and CRM systems that help manage client relationships and streamline processes. I am also quick to learn any new proprietary tools, as I understand their importance in enhancing client service.

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How do you stay organized when managing multiple clients as a Financial Planner?

I use a combination of digital calendars, task management apps, and project management tools to keep track of deadlines and client meetings. Prioritizing tasks helps me remain efficient, ensuring all clients receive timely responses.

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How do you handle disagreements with clients regarding financial advice?

Open communication is key. I listen to their concerns and provide clarification on my stance. If necessary, I present alternative solutions that align better with their views while ensuring they understand the reasoning behind my recommendations.

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What motivates you to work as a Financial Planner?

My motivation comes from seeing clients reach their financial goals and improve their lives. Being able to provide valuable, unbiased advice that makes a positive impact is incredibly rewarding for me as a Financial Planner.

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How do you approach a situation where a client is hesitant to follow your financial recommendations?

I believe in educating the client to make informed decisions. I would explain the rationale behind the recommendations and provide evidence of potential outcomes, encouraging dialogue until they feel more comfortable.

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What strategies do you use to keep updated on financial regulations and trends?

I subscribe to financial newsletters, attend webinars, and participate in industry conferences. Continuous learning is vital, as it keeps my knowledge and skills aligned with current standards.

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Can you explain a time when you implemented feedback from a client into their financial plan?

Absolutely! I once had a client express a desire for more aggressive growth in their portfolio. After analyzing their risk tolerance, I adjusted their investment strategy accordingly, ensuring it aligned with their goals while still maintaining a balanced approach.

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What do you think is the most important aspect of financial planning?

At its core, the most important aspect of financial planning is understanding the unique needs and goals of each client. Providing tailored advice that reflects their individual situation is crucial to fostering a successful planning relationship.

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We believe financial planning, when done right, is essential to living well. That’s why we created Facet. Our mission is to improve the lives of millions of Americans by offering impartial and valuable financial advice and services at an affordabl...

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Full-time, remote
DATE POSTED
April 13, 2025

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