Associate Financial Planner
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Job Description
Associate Financial Planner supporting Facet’s holistic financial-planning members. Analyzing financial inputs, developing strategies, and providing empathetic member guidance.
Responsibilities:
- Support approximately 2 senior lead planners.
- Directly onboard 2 personal members each week with live classroom guidance and real-time support from the Director.
- Shadow active planning sessions and learn to explain complex topics in a simple, jargon-free manner.
- Participate in cross-functional rotations within Member Experience (MX) and Trading & Investment Ops (TIO).
- Analyze financial inputs, including data, statements, and tax returns, to identify financial opportunities and tax efficiencies.
- Own decision-making for underlying financial strategies and map structural paths into the system.
- Translate big-picture goals into tactical action items and next steps for members.
- Act as the primary member contact when lead planners are out of office.
- Review inbound messages, address urgent questions, and calm financial anxieties.
Requirements:
- Bachelor’s degree in financial planning or a related field.
- CFP® designation or successfully passed the CFP® exam and within 60 days of satisfying the experience requirement to use the CFP®.
- 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:
- $80,000 - $95,000 base salary plus bonus
- Equity (ISO): It is important to us that all employees are shareholders in our mission.
- Flexible PTO
- Comprehensive Benefits: Medical, dental, and vision insurance, 401(k) with employer match, short and long-term disability, life insurance, and paid parental leave.
- Certification Reimbursement Program
- Work from anywhere in the US
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