Financial Planner

This is a fully remote position, open to applicants in United States.

📋 Description

• Assess incoming member inquiries while Senior Planners are unavailable to identify the urgency of requests and determine the appropriate response.

• Oversee a select group of members as the lead planner, guiding them through the entire planning journey.

• Effectively consolidate member requirements and collaborate with Trading and Investment Operations to devise solutions and tax strategies.

• Become proficient in our proprietary, AI-driven technology platform to create comprehensive plans.

• Assist Foundations members in executing their plans by utilizing messaging and internal tools to motivate action.

• Diligently manage your schedule and time to provide an efficient and high-quality experience.

⛳️ Requirements

• CFP® certification.

• At least 1 year of experience in member-facing financial planning.

• Strong follow-up and written communication skills.

• Outstanding interpersonal abilities and capacity to forge connections with members.

• Superior time management and communication skills—these are crucial for success as a Facet reserve planner.

• Proficient computer skills and a willingness to learn internal software and tools.

🏝️ Benefits

• Base salary ranging from $95,000 to $110,000 plus bonus opportunities.

• Equity (ISO): we prioritize having all employees as shareholders in our mission.

• Flexible Paid Time Off (PTO).

• Comprehensive benefits package including medical, dental, and vision insurance, a 401(k) plan with employer matching, short and long-term disability coverage (provided by Facet), life insurance options, and paid parental leave.

• Certification reimbursement program.

• Remote work opportunities available across the US.