You have opted out of job matches in .
To undo this, go to the 'Skills and Interests' section of your preferences.
Shared by 
about 1 month ago
warning
Heads-up
Requirements and responsibilities
Why Facet? The Future of Financial PlanningThe 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?The Elite "Training Camp": We invest heavily in your personal growth. You will be directly mentored by senior leaders to unlock your full potential, turning this entry-level role into career insurance for the modern workforce.Real-World Muscle Memory: Under the direct wing of a Director, Planning Team Lead, you will clear away the "administrative noise" for members while building the skills needed to guide people from thinking to doing.Focus on Behavior, Not Just Numbers: You will master the "art of the subtext," learning to read unspoken family dynamics and manage member emotional blocks that algorithms can never replicate.Your Impact & ResponsibilitiesAs an Associate Financial Planner, you will support approximately 2 senior lead planners. Your time is balanced across three high-impact buckets:Direct Mentorship & Growth (~50% of Time)Directly onboard 2 of your own personal members each week with "live classroom" guidance and real-time support from your Director.Shadow active planning sessions to learn how to explain complex topics in a simple, jargon-free manner.Participate in cross-functional rotations within Member Experience (MX) and Trading & Investment Ops (TIO) to learn the full scope of firm operations.Roadmap Architecture & Strategic Co-Building (~45% of Time)Analyze incoming financial inputs—including data, statements, and tax returns—to independently identify interlocking financial opportunities and tax efficiencies.Own the core decision-making for underlying financial strategies and map structural paths directly into our system.Translate big-picture goals into bite-sized, tactical action items and next steps for members.Proactive Member Care & Continuity Coordination (~5% of Time)Act as the primary point of contact for members when lead planners are out of office, ensuring a continuous, warm relationship.Review inbound messages and utilize our human-at-heart framework to address urgent questions or calm financial anxieties.Who You AreAn Evolving Guide: You have natural emotional intelligence and a foundational drive to help people stop over-thinking their money.Someone with a Startup Mindset: You possess exceptional agility, comfort with evolving software tools, and a drive to build features that have never been done before.A Growth Seeker: You are eager to transition from a plan builder to an authoritative, empathetic guide through rapid skill advancement.RequirementsBachelor’s degree in financial planning or a related field.CFP® designation or in active pursuit of the CFP® designation meaning already successfully passed the CFP® exam and within 6 months of satisfying the experience requirement to use the CFP® marks.0-2 years of experience in the financial services industry, customer success, or a high-growth startup environment.Exceptional communication skills and the ability to collaborate in a high-trust, tech-enabled environment.Benefits$70,000 - $85,000 base salary plus bonusEquity (ISO): It is important to us that all employees are shareholders in our mission.Flexible PTOComprehensive Benefits: Medical, dental, and vision insurance, 401(k) with employer match, short and long-term disability, life insurance, and paid parental leave.Certification Reimbursement ProgramWork from anywhere in the USAbout FacetFacet was founded in 2016 on the belief that objective, personalized financial advice is essential to living well. Our mission is to empower people to live more enriched lives by delivering a new standard of advice. By removing asset minimums, we provide holistic planning that goes far beyond investments to address every way money impacts life. Our team of CFP® professionals are at the core of our service and are empowered by our best-in-class support teams and proprietary technology platform. This model allows Facet to integrate advice into our members’ entire financial picture—all for an affordable, flat membership fee.Our commitment to innovation and member success has earned national recognition, including being ranked the #1 Best Financial Advisory Firm 2025 by USA TODAY and named to Newsweek’s list of America’s Top Financial Advisory Firms 2025. With an A+ BBB Rating and a Trustpilot “Excellent” score (as of Sept. 16, 2025), we are proud to be redefining the industry for our members and our team alike.
Optionally, you can add more information later (benefits, pre-screening questions, etc.)