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Facet · 6 days ago

Senior Financial Planner

United States

Full-time

Remote

Mid, Senior Level

$110K/yr - $130K/yr

3+ years exp

Facet is a company focused on providing exceptional financial planning services. As a Senior Financial Planner, you will act as a financial life coach for members, guiding them to reach their financial goals through comprehensive advice and technology support.

AdviceFinanceFinancial ServicesWealth Management

Responsibilities

Conduct 4-6 virtual member meetings per day to help them achieve their goals by acting as a financial life coach motivating them to take action to progress their financial plan

Build trust and credibility in order to foster strong relationships with members remotely and provide a consistent, high-quality member experience with each interaction

Motivate members to take action on any appropriate recommendations – A successful planner will be able to emphasize to our members the importance of our solutions, including investments, being integrated as a part of their plan

Respond to member inquiries & requests efficiently and in a timely manner

Learn and quickly adopt and implement new skills, processes, and technology

Partner with team members to manage operational items including assisting with reviewing member portfolios and recommending investment solutions based on member risk/goals, coordinating member withdrawal needs and tax strategies for assets

Effectively and ruthlessly manage your calendar, time, and other tasks to ensure efficiency

Qualification

CFP® designationFinancial planning experienceComputer skillsWritten communication skillsInterpersonal skillsCalendar managementTime managementAdaptability

Required

CFP® designation

3+ years of member facing financial planning experience

Exceptional follow up and typing/written communication skills

Excellent interpersonal skills and ability to build connections with members

Flexibility with hours to accommodate member meetings 2 nights per week

Excellent computer skills and the ability to learn in-house software and tools

Exceptional time and calendar management skills – this is one of the biggest keys to success as a Facet planner

Preferred

MST or PST Location preferred

Benefits

Equity(ISO)

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