Senior Financial Planner

Employer
Facet Wealth
Location
United States - Remote
Salary
100000-130000
Closing date
Apr 9, 2024

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Job Role
Financial Planner
Employment Type
Full Time
Level
Experienced
Experience Level
5 to 9 years
CFP® Certification
Required

Job Details

As a Sr. Financial Planner at Facet, you will work directly with members as their financial life coach and guide, helping them improve their lives by inspiring and 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 members make sense of their financial lives in actionable ways with the help of technology. We are looking for people who:

  • Love helping people reach their financial goals and are passionate about providing an exceptional, high-quality member experience
  • Can expertly 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 working with a large volume of members with the support of in-house tools
  • Fully embrace technology and are able to thrive and build relationships in a remote environment

 

Your Day-To-Day Responsibilities:

  • Conduct 4-6 virtual member meetings per day to help them achieve their goals by acting as a financial life coach 
  • Foster strong relationships with members remotely by providing a consistent, high-quality member experience with each interaction 
  • Guide members to take action on any appropriate recommendations- – A successful planner will be able to emphasize to our members the importance of our solutions, including investments, being part of their plan if it aligns with their goals
  • Efficiently and timely respond to member inquiries and requests
  • Learn and quickly adopt and implement new skills, processes, and technology   
  • Partner with team members to manage operational items including assisting with reviewing member portfolios and recommending investment solutions based on member risk/goals, coordinating member withdrawal needs and tax strategies for assets
  • Effectively and ruthlessly manage your calendar, time, and other tasks to ensure efficiency

 

We believe that being a planner at Facet is the best CFP role in the industry. What makes this role different? As a planner, you…

  • Will not need to build your own book of business
  • Will be providing unbiased, personalized, and affordable advice to your members
  • Will not be compensated on the amount of assets someone has managed with Facet
  • Have the flexibility to live anywhere in the US
  • Will work with cutting-edge proprietary technology built specifically to enhance the Facet Way of planning
  • Will be helping to disrupt a historically inaccessible industry and build the next great financial services company

Requirements

  • CFP® designation
  • 3+ years of member facing financial planning experience
  • Exceptional follow up and typing/written communication skills
  • Excellent interpersonal skills and ability to build connections with members 
  • Flexibility with hours to accommodate member meetings 2 nights per week
  • Excellent computer skills and the ability to learn in-house software and tools
  • Exceptional time and calendar management skills – this is one of the biggest keys to success as a Facet planner

Company

Facet provides invaluable and impartial financial advice and services that help you thrive in every facet of your life. With Facet, you get your own CFP® professional and a team of financial experts across investments, taxes, benefits, and more. You’ll always know how you’re progressing towards the outcomes you want to achieve.

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