Facet · 4 hours ago
Financial Planner - Remote
United States
Full-time
Remote
Entry Level
$85K/yr - $100K/yr
1+ years expFacet is a fast-growing fintech company revolutionizing personal finance. They are seeking a Financial Planner to provide personalized financial advice and support to members, ensuring they achieve their financial goals. The role requires building trust with members and efficiently managing their financial planning needs.
AdviceFinanceFinancial ServicesWealth Management
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
Qualification
Required
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
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
Company
Facet
Facet provides financial planning and advice tailored to individual needs and goals.
201-500 employees
Funding
Current Stage
Growth StageTotal Funding
$193MKey Investors
Multiplier CapitalDurable Capital PartnersWarburg Pincus
2024-10-08Series Unknown· $10M
2024-10-08Debt Financing· $25M
2021-12-27Series C· $100M
Leadership Team
Anders Jones
CEO & Co-Founder
Brent Weiss
Co-Founder & Head of Financial Wellness
Recent News
Morningstar.com
2025-08-06
2025-07-05
2025-04-17
Company data provided by crunchbase