Part-Time Senior Financial Planner

2 months, 3 weeks ago
Part-time
Mid Level
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

  • Conduct 4–6 virtual member meetings per day and guide members toward actionable recommendations.
  • Build trust and long-term relationships quickly in a remote setting.
  • Deliver holistic financial guidance that integrates investments into broader life planning.
  • Partner with Trading and Investment Operations teams to manage portfolios and tax strategies.
  • Provide feedback to improve proprietary planning tools and technology.
  • Manage your calendar and time efficiently to create an organized member experience.
  • Adapt to the pace and growth of a scaling firm while maintaining high-quality service.

Requirements

  • CFP® designation is required.
  • 3+ years of member-facing financial planning experience.
  • Ability to work 9am–5pm local time on either Monday–Wednesday or Wednesday–Friday.
  • Exceptional written communication and typing skills with strong speed and accuracy.
  • Strong time and calendar management skills.
  • Must not be registered with another firm or work in a capacity that creates a conflict of interest.
  • Must reside in the United States; MST or PST time zones are preferred.
  • Comfort working with technology and AI-driven tools is preferred.
  • Experience working in a virtual, high-volume member environment is preferred.

Benefits

  • $55–$65 per hour, based on experience, knowledge, skills, and abilities.
  • Work from anywhere in the United States.
  • Opportunity to work for a nationally recognized firm, including USA TODAY and Newsweek rankings.
  • Accredited business with an A+ BBB rating.
  • Trustpilot rating of 4.8 stars as of February 25, 2026.

Interested in this position?

Apply directly on the company website

Apply Now

Similar Roles

Manager, Revenue Forecasting & Analytics

MNTN 251-1K Media

MNTN is hiring a Manager, Revenue Forecasting & Analytics to lead the forecasting function and build scalable planning capabilities that improve revenue, spend, and net revenue projections for executive decision-making.

SQL
5 hours, 16 minutes ago

Pnl Rec And Analysis Analyst

Point72 51-250 Capital Markets

Pnl Rec And Analysis Analyst role focused on supporting profit and loss reconciliation and analysis work.

5 hours, 31 minutes ago

Senior CAPEX & Fixed Assets Accountant

Helsing 51-250 Aerospace & Defense

Helsing is hiring a Senior Financial Accountant to own CAPEX and fixed asset accounting across multiple entities and sites, ensuring accurate capitalisation, reporting, and controls in a defence AI environment.

NetSuite Oracle Python SAP
5 hours, 31 minutes ago

Director, FP&A

Praxis Medicines 51-250 Pharmaceuticals

Praxis Precision Medicines is hiring a Director of FP&A to lead enterprise financial planning and decision support for its late-stage CNS drug programs as the company moves toward commercialization.

5 hours, 46 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