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Sr. Financial Planner - REMOTE PST/MST

Employer
Facet Wealth
Location
Working from home - Supporting MT/PST Time Zone
Salary
$100,000 base salary + bonus, equity share options and benefits
Closing date
Sep 3, 2022

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Job Role
Financial Planner
Employment Type
Full Time
Level
Experienced
Experience Level
1-4 years
CFP® Certification
Required
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Job Details

**This is a remote role - supporting PST or MST time zone**

About The Role:

At Facet Wealth, we put the client above all else. As a Sr. Financial Planner, you will live out this value each day as you work directly with clients as their financial life coach, helping them improve their lives by empowering them to reach their financial goals, both big and small. You will not only be responsible for providing sound, comprehensive financial advice and guidance, but for helping clients make sense of their financial lives in actionable ways. 

With that said, there are some bright lines about what it means to work here:

  • We are a true fiduciary meaning the client will always come first No selling: we never ask you to develop business or sell products Guardrails, not prescriptions: we trust our team members to make the right decisions and to bring their unique experience to bear in helping our clients Not your typical 9-5 wealth management job: if you want to be on the golf course schmoozing clients 3 days a week, this is not the job for you

Your Day-To-Day Responsibilities:

  • Serve as a financial life coach for clients to help them identify their passions and achieve their goals/objectives by providing comprehensive financial planning and a high-quality client experience during every interaction Work directly with clients via videoconference, phone, and e-mail. Prepare for client meetings by collecting, organizing, and synthesizing client data within a financial planning context, all while using our in-house technology Partner with team members to manage operational items including assisting with reviewing client portfolios and recommending investment solutions based on client risk/goals, coordinating client withdrawal needs and tax strategies for assets Communicate with sales teams to ensure new clients are the right fit as well as existing clients to ensure they are receiving pertinent internal communications Participate in weekly team meetings that provide feedback and continued education opportunities Work with our core client segment which represents more than half our client base on critical planning topics including cash flow planning, debt management, investment management and other personalized needs

Basic Qualifications:

  • CFP® designation  2+ years of client facing financial planning experience Available to work during standard business hours (Pacific Time Zone or Mountain Time Zone) Available to work two nights per week (until 8 PM PST or MST) to accommodate client schedules and occasional weekends as needed

Preferred Qualifications:

  • You are able & willing to learn and adapt to The Facet Way of Financial Planning: most of our clients come to us having never worked with a financial planner before and our model is designed to help them channel their needs and goals in digestible pieces  You have superb communication, organizational, and client service skills You understand the value of building long-term relationships You have excellent computer skills along with the ability to learn in-house software and tools  You have the ability to provide constructive feedback: we continue to enhance our platform and rely on our team’s feedback for improvement  You are able to work independently and as a member of a team, balance multiple responsibilities simultaneously, and demonstrate exceptional time and calendar management skills

Perks & Benefits: 

  • $100,000 base salary + bonus
  • Equity  Unlimited 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

Company

Facet Wealth is one of the fastest-growing national financial services companies. By providing each client with their own CFP® professional to integrate unbiased financial advice into every facet of their life, at an affordable subscription price, we’re creating financial planning as it should be.

Find Us
Telephone
443-376-6287
Location
100 International Drive
23rd Floor
Baltimore
MD
21202
United States
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