Part-Time Senior Financial Planner

1 month, 4 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

Junior Financial Analyst

e-Careers 51-250 Diversified Consumer Services

e-Careers is offering an entry-level remote traineeship that combines AAT training with a guaranteed internship and potential paid placement in accounting, finance, bookkeeping, or payroll.

16 hours, 3 minutes ago

Junior Financial Analyst

e-Careers 51-250 Diversified Consumer Services

e-Careers is offering an entry-level remote traineeship in accounting and finance that combines structured AAT training with a guaranteed internship and potential paid employment.

16 hours, 3 minutes ago

iFood Pago - Gerente de Crédito (Novos Negócios)

iFood 5K-10K Air Freight & Logistics

iFood is hiring a senior credit strategy and modeling leader to build and run credit decisioning for new products and features within its fintech ecosystem.

16 hours, 18 minutes ago

Financial Analyst

TEGNA 5K-10K Media

TEGNA is seeking a Financial Analyst to support business units with financial planning, reporting, and analysis for forecasting, budgeting, headcount tracking, and sales compensation work.

Power BI Tableau
16 hours, 33 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