Part-Time Senior Financial Planner

3 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

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