Financial Planner - Remote

About the role

Facet was founded in 2016 on the belief that objective, personalized financial advice is essential to living well. Our mission is to empower people to live more enriched lives by delivering a new standard of advice. By removing asset minimums, we provide holistic planning that goes far beyond investments to address every way money impacts life.

The Financial Planner role at Facet is unlike any other in the industry. We’ve stripped away the "old way" of doing business—no cold calling, no commission-chasing, and no mountains of paperwork. We’ve created a role focused entirely on why you became a planner in the first place: to hone your craft and change lives.

What Makes This Role Different

• Mentorship & Growth: Learn from CFP® professionals and Senior Planners while honing your craft.
• Sell Life Change, Not Products: We’ve eliminated the pressure of business development. You aren’t a salesperson for a fund; you are a catalyst for behavior change.
• Focus on the Member, Not Paperwork: We’ve built a proprietary, AI-enabled tech stack and a dedicated support ecosystem to take the administrative burden off your plate.
• Join a Movement: We operate with a "One Facet" mentality—a flat, non-hierarchical structure that eliminates silos.

Responsibilities

• Review incoming member messages while Senior Planners are out of office to determine the urgency of requests and the best course of action.
• Manage a small group of members as the primary planner, guiding them through the entire planning process.
• Efficiently synthesize member needs and partner with Trading and Investment Operations to coordinate solutions and tax strategies.
• Become an expert on our proprietary, AI-enabled tech stack to build comprehensive plans.
• Guide Foundations members through plan implementation using messaging and in-house tools to inspire action.
• Ruthlessly manage your calendar and time to ensure an efficient, high-quality experience.

Requirements

• 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
• Excellent computer skills and the ability to learn in-house software and tools

Benefits

• $95,000-$110,000 base salary + bonus
• Equity (ISO): it is important to us that all employees are shareholders in our mission
• Flexible PTO
• 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