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:
Day-to-Day Responsibilities:
What makes this role different? As a financial planner, you…
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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.
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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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