Facet

Financial Planner - Remote

Facet • $95K — $110K *
US-AnywhereRemote in United States
Finance & Insurance
Less than 5 years of experience
Reposted Today
Be an Early Applicant
Job Overview by Ladders

Qualifications

  • CFP® designation required
  • Minimum of 1 year experience in member-facing financial planning
  • Strong typing and written communication skills
  • Exceptional interpersonal skills for member connection
  • Demonstrated time management abilities
  • Proficiency in using company software and technology

Responsibilities

  • Review member communications during planner absences and assess urgency
  • Synthesize member needs and coordinate with team for solutions
  • Meet with members as needed to provide recommendations
  • Become proficient with in-house tools for planning support
  • Assist Foundations members in implementing their plans
  • Manage a small group of members throughout the financial planning process
  • Effectively manage calendar and tasks for optimal efficiency

Benefits

  • Equity opportunity
  • Flexible PTO policy
  • Comprehensive medical, dental, and vision insurance
  • 401(k) with employer match
  • Short and long-term disability coverage at no cost to the employee
  • Paid parental leave
  • Certification reimbursement program
  • Remote work flexibility across the US
Full Job Description
The Financial Planner role at Facet is unlike any other in the industry. We've stripped away the "old way" of doing business-no cold calling, no commission-chasing, and no mountains of paperwork. We've created a role focused entirely on why you became a planner in the first place: to hone your craft and change lives.

What Makes This Role Different?
  • Mentorship & Growth: Learn from CFP® professionals and Senior Planners while honing your craft.
  • Sell Life Change, Not Products: We've eliminated the pressure of business development. You aren't a salesperson for a fund; you are a catalyst for behavior change. Because we utilize a flat-fee model (not AUM-based), your advice is always objective. If a member should pay down debt instead of investing, that's exactly what you'll tell them.
  • Focus on the Member, Not Paperwork: We've built a proprietary, AI-enabled tech stack and a dedicated support ecosystem (Trading & Operations, Planner Support, and Member Experience) to take the administrative burden off your plate. You don't gather onboarding data or execute trades; you build relationships.
  • Join a Movement: We operate with a "One Facet" mentality-a flat, non-hierarchical structure that eliminates silos. You aren't just joining a company; you're joining a community of growth-seekers redefining an underserved industry.


Your Day-to-Day Impact & Responsibilities
  • Review incoming member messages while Senior Planners are out of office to determine the urgency of requests and the best course of action.
  • Manage a small group of members as the primary planner, guiding them through the entire planning process.
  • Efficiently synthesize member needs and partner with Trading and Investment Operations to coordinate solutions and tax strategies.
  • Become an expert on our proprietary, AI-enabled tech stack to build comprehensive plans.
  • Guide Foundations members through plan implementation using messaging and in-house tools to inspire action.
  • Ruthlessly manage your calendar and time to ensure an efficient, high-quality experience.
Who You Are
  • A Passionate Advocate: You love helping people reach their goals and thrive when working with the support of in-house tools.
  • A Relationship Builder: You can quickly build trust and rapport, guiding members to take action on unbiased recommendations.
  • Adaptable & Organized: You are process-oriented and not afraid of the hard work that comes with disrupting a legacy industry.
  • A Tech Champion: You fully embrace technology and AI-driven tools to enhance the member experience in a remote environment.

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
  • $95,000-$110,000 base salary + bonus
  • Equity (ISO): it is important to us that all employees are shareholders in our mission
  • 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

About Facet

Facet is a technology company that provides a platform for wealth management advisors. The company's platform offers a range of tools and services to help advisors manage their clients' investments, including portfolio management, trading, and reporting. Facet was founded in 2016 and is headquartered in New York City.
Learn more about Facet
Size
51 employees
Industry
Information Technology
* Ladders Estimates

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