As a Financial Planner, you will provide comprehensive planning support, evaluate member needs, and coordinate solutions in the absence of Senior Planners. You'll assist members, manage client relationships, and utilize in-house technology to enhance the planning process.
As a Financial Planner at Facet, you will be a key player in helping our members receive incredible comprehensive financial planning. Your job is to provide continuity when a Senior Planner is unavailable by evaluating member situations and delivering on time and accurate advice. In this role, you will align with the Facet planning philosophy and apply your planning knowledge to member situations to provide a consistent member experience.
We are looking for people who:
- Love helping people reach their financial goals and are passionate about providing an exceptional, high-quality member experience as part of a team
- Can quickly build trust and rapport with members and guide members to take action on unbiased recommendations that are in their best interest
- Are process-oriented, organized, highly adaptable, and not afraid of a little chaos
- Are comfortable consistently evaluating the financial plans for new members with the support of in-house tools
- Fully embrace technology and are able to thrive and build relationships in a remote environment
Day-to-Day Responsibilities:
- Responsible for reviewing incoming member messages while Senior Planners are out on parental leave or out of the office to determine the urgency of the request and the best course of action.
- Efficiently synthesize members needs and then partner with team members to coordinate solutions.
- Step in and meet with members on an as needed basis to address their questions and deliver recommended next steps during their planner's absence.
- Become an expert on our in house tools to assist planners with building plans.
- Guide our Foundations members through implementation of their plan by utilizing messaging and our in house tools to answer questions and inspire them to take action.
- Manage a small group of members as the sole planner, guiding them through the entire planning process and motivating them to take action on advice.
- Effectively and ruthlessly manage your calendar, time, and other tasks to ensure efficiency
What makes this role different? As a financial planner, you…
- Learn from Senior Planners and further develop your approach to managing members
- Will be helping to disrupt a historically inaccessible industry and build the next great financial services company
- Will be providing unbiased, personalized, and affordable advice to your members
- Will work with cutting-edge proprietary technology built specifically to enhance the Facet Way of planning
- Will not be compensated on the amount of assets someone has managed with Facet
- Have the flexibility to live anywhere in the US
Requirements
- CFP® designation
- 1+ years of member facing financial planning experience
- Effective follow up and typing/written communication skills
- Excellent interpersonal skills and ability to build connections with members
- Exceptional time management and communication skills –these are the biggest keys to success as a Facet reserve planner
- Excellent computer skills and the ability to learn in-house software and tools
Benefits
- $80,000-$95,000 base salary + bonus
- Equity
- Flexible PTO
- All the benefits: 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
Top Skills
In-House Tools
Messaging Software
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