Associate Planner

23 minutes ago
Full-time
Entry Level
Project and Program Management
Facet

Facet

Facet provides unbiased, personalized, and affordable financial planning services for every facet of life. Their certified financial planners offer advice on financial planning, retirement planning, investing, and more. From starting a business to buyi...

Capital Markets
251-1K
$58M raised

Description

  • Support approximately two senior lead planners in day-to-day member planning and service.
  • Onboard two personal members each week with live guidance and real-time support from a director.
  • Shadow active planning sessions and explain complex financial topics in clear, jargon-free language.
  • Participate in cross-functional rotations within Member Experience and Trading & Investment Ops.
  • Analyze financial data, statements, and tax returns to identify planning opportunities and tax efficiencies.
  • Own core decision-making for underlying financial strategies and map solutions into the firm’s system.
  • Translate long-term financial goals into practical action items and next steps for members.
  • Serve as the primary point of contact for members when lead planners are out of office.
  • Review inbound messages and respond to urgent questions or financial concerns with a warm, human approach.

Requirements

  • Bachelor’s degree in financial planning or a related field.
  • CFP® designation, or active pursuit of the CFP® designation with the CFP® exam already passed and within 6 months of meeting the experience requirement.
  • 0-2 years of experience in the financial services industry, customer success, or a high-growth startup environment.
  • Exceptional communication skills.
  • Ability to collaborate in a high-trust, tech-enabled environment.
  • Natural emotional intelligence and a desire to help people make progress with their money.
  • Comfort working with evolving software tools and startup-style change.

Benefits

  • $70,000 - $85,000 base salary plus bonus.
  • Equity through ISO participation.
  • Flexible PTO.
  • Medical, dental, and vision insurance.
  • 401(k) with employer match.
  • Short- and long-term disability coverage.
  • Life insurance.
  • Paid parental leave.
  • Certification reimbursement program.
  • Work from anywhere in the US.

Interested in this position?

Apply directly on the company website

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