Financial Planner - Remote

21 hours, 44 minutes ago
Full-time
Junior
Finance and Accounting
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

  • Review incoming member messages and assess urgency and next steps when Senior Planners are out of office.
  • Serve as the primary planner for a small group of members throughout the full planning process.
  • Synthesize member needs and coordinate with Trading and Investment Operations on solutions and tax strategies.
  • Develop expertise in the proprietary, AI-enabled technology stack to create comprehensive financial plans.
  • Guide Foundations members through plan implementation using messaging and internal tools.
  • Manage calendar and time effectively to deliver an efficient, high-quality member experience.
  • Build trusted relationships with members and help them take action on unbiased recommendations.
  • Work closely with internal support teams to reduce administrative burden and focus on advice delivery.

Requirements

  • CFP® designation required.
  • 1+ years of member-facing financial planning experience.
  • Effective follow-up and strong written communication skills, including typing proficiency.
  • Excellent interpersonal skills and ability to build connections with members.
  • Strong time management and communication skills, with the ability to stay organized in a fast-paced environment.
  • Excellent computer skills and ability to learn in-house software and tools quickly.
  • Comfort working in a remote environment and embracing technology and AI-driven tools.
  • Process-oriented mindset and adaptability in a changing industry.

Benefits

  • $85,000-$100,000 base salary plus bonus.
  • Equity through ISO grants, making employees shareholders in the 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.

Interested in this position?

Apply directly on the company website

Apply Now

Similar Roles

Investment Associate

Gate.com 51-250 IT Services

Gate Ventures is hiring a remote Investment Associate to evaluate crypto investment opportunities and support venture, strategic investment, and M&A activities across the digital asset ecosystem.

Blockchain
18 hours, 44 minutes ago

Collateral Analyst

SoFi 1K-5K Capital Markets

SoFi is hiring a Collateral Analyst to support its commercial real estate lending platform by analyzing multifamily collateral performance and turning CRE data into decision-ready insights for senior leadership.

Snowflake Tableau
18 hours, 44 minutes ago

Sr. Finance Manager

Engine.com 1-10 Machinery

Engine is hiring a Senior Manager, Corporate Finance to lead core corporate FP&A and strategic finance work that supports executive decision-making, board reporting, and scalable growth across its travel and spend platform.

ERP NetSuite SQL
18 hours, 44 minutes ago

Associate Director - FP&A SAAS - Private Equity Advisory

CrossCountry 251-1K Professional Services

CrossCountry Consulting is hiring an Associate Director to support private equity-backed SaaS portfolio companies with FP&A, finance function enhancement, and client delivery within its Office of the CFO advisory practice.

SQL Tableau
18 hours, 44 minutes ago

You're on a roll! Sign up now to keep applying.

Sign Up

Already have an account? Log in

Used by 14,729+ remote workers