Senior Financial Planner
Employment Information
Report this job
Job expired or something wrong with this job?
Job Description
Senior Financial Planner providing technology-backed financial advice at Facet. Conducting virtual meetings and focusing on holistic life planning for members.
Responsibilities:
- Conduct 4–6 virtual member meetings per day, motivating members to take action on recommendations that are in their absolute best interest.
- Rapidly build trust and credibility in a remote setting, fostering long-term relationships through a consistent, high-quality experience.
- Emphasize the importance of integrated solutions—including investments—as a part of a holistic life plan.
- Partner with our Trading and Investment Ops teams to manage portfolios and tax strategies, while providing feedback to help improve our proprietary planning tools.
- Efficiently manage your calendar and time to provide an organized experience for your members while staying adaptable to the fast-paced energy of a scaling firm.
Requirements:
- CFP® Designation (Required)
- Ability to work from 9am - 5pm your local time M-W or W-F
- 3+ years of member-facing financial planning experience.
- Exceptional written communication and typing skills (speed and accuracy are key).
- Exceptional time and calendar management skills—this is the primary driver of success at Facet.
- __**Must NOT be registered with another firm or working in a capacity of conflict of interest**__
- Reside in the US (MST or PST time zones preferred).
Benefits:
- $55 - $65 / hour determined by the experience, knowledge, skills, and abilities of the applicant - Please note, our salary ranges are based on current market data. Should you feel strongly that we are not in line, we highly recommend you to reach out and let us know. We are always looking to improve on building the best place for employees.
- Work from anywhere in the US
Similar Jobs
Financial Analysis Advisor
Financial Analysis Advisor providing analytical support for Finance Planning at Cigna. Developing budgeting and forecasting reports while collaborating with various teams.
Site Budgeting and Contracting Specialist
Contract Analyst I at ICON preparing invoicing and managing client relationships. Responsible for electronic processing and reconciliation of accounts in clinical research.
Senior Associate, Financial Planning and Analysis
FP&A Associate managing financial data for non-profit organization using advanced Google Sheets and Excel skills. Collaborating with accounting and program teams for budgeting and financial reporting.
Financial Services Auditor, Agriculture, Hotel and Hospitality
Auditor in Sri Lanka supporting global audit teams for agriculture, hotel, and financial services. Conducting audits and providing assurance services using international practices.
Senior Financials Consultant, FDM
Workday Financials Principal Consultant leading Workday Financials deployments for higher education institutions. Mentoring colleagues and contributing to best practices in a remote environment.
Intern – Finance, Data
Finance and Data Intern at Dashlabs.ai providing assistance in finance and accounting services. Collaborating with teams and supporting process improvements in a remote-first environment.
Head of Finance
Head of Finance overseeing financial models and fundraising for vCluster Labs, pioneering Kubernetes virtualization for AI. Partnering with leadership to align financial and operational goals in a remote-first setting.
Financial Markets Writer – Junior
Financial Markets Writer creating and distributing market-related content for Australia's leading investment platforms. Collaborating with a dynamic team to engage and inform millions of investors.
Senior Director, Financial Reporting
Senior Director of Financial Reporting overseeing internal and external financial functions for a fintech leader. Involved in regulatory compliance and building a robust control environment.
Implementation Consultant – Financial Focused
Implementation Consultant responsible for end-to-end implementations and supporting system architecture for finance and operations. Join a dynamic team delivering digital transformation to clients globally.
General Manager, Open Finance Infrastructure
General Manager for Auth business unit at zerohash leading go-to-market strategy and revenue growth. Driving enterprise sales and regulatory engagement in the fintech landscape.
Financial Systems Manager
Financial Systems Manager overseeing financial systems like NetSuite and Zuora at Fullsteam. Leading a team to enhance financial reporting and operational efficiency through technology and automation.
Trainer – Accounting, Cost and Performance Accounting, Investment & Financing, Controlling
Engaged trainer for adult education in accounting, investment, and controlling. Conducting interactive online classes and preparing students for IHK exams.
Strategic Finance Operator, Data
Finance Operator building data infrastructure for various companies. Requires financial expertise and strong SQL skills, focused on automating workflows.
Finance Operator, Data
Finance Operator building financial data infrastructure for multiple start-up companies. Requires financial acumen and technical skills in SQL and data modeling for cohesive reporting.
Finance Director – Brand Outsourcing
Finance Director providing financial leadership and governance for Brand Outsourcing projects across Europe. Supporting financial management to ensure profitable project delivery and strong financial oversight.
Sales Director, Financial Services
Sales Director driving U.S. market adoption of HashSphere for financial services solutions. Collaborating with stakeholders to close enterprise deals in the financial services sector.
Content Strategist, Finance, US Tax Focus
Content Strategist focusing on U.S. tax and financial content creation for a remote staffing agency. Directly collaborating with the founder to drive client acquisition through engaging media.
Senior Fractional CFO
CFO leading integrated finance teams at Northstar Financial Advisory for multiple client engagements. Managing financial strategies and advising on client communication and leadership.
Finance Operations Analyst
Finance Operations Analyst managing the day-to-day financial operations at Giftbit. Monitoring transactions, investigating fraud, and coordinating supplier payments in a remote environment.