Associate Planner

Facet

3d • $80,000 - $95,000 • Remote

About The Position

Facet’s Associate Planner supports approximately two senior lead planners while building the skills to become an authoritative, empathetic financial guide. The role combines direct mentorship and member onboarding, financial analysis and strategy development, and continuity of member care. The Associate Planner receives real-time guidance from a Director, shadows planning sessions, and participates in cross-functional rotations within Member Experience and Trading & Investment Operations. The position emphasizes personalized advice, clear communication, member behavior and emotional needs, and translating financial goals into practical next steps.

Requirements

• Bachelor’s degree in financial planning or a related field.
• CFP® designation, or successful completion of the CFP® exam and being within 60 days of satisfying the experience requirement to use the CFP® designation.
• 0–2 years of experience in financial services, customer success, or a high-growth startup environment.
• Exceptional communication skills and ability to collaborate in a high-trust, technology-enabled environment.
• Emotional intelligence and a drive to help people with their financial decisions.
• Agility, comfort with evolving software tools, and a drive to help build new features.

Responsibilities

• Directly onboard approximately two personal members each week with guidance and real-time support from a Director.
• Shadow active planning sessions and learn to explain complex financial 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.
• Develop underlying financial strategies and map structural paths into the company system.
• Translate members’ goals into tactical action items and next steps.
• Serve as the primary point of contact for members when lead planners are out of office.
• Review inbound messages and address urgent questions or financial anxieties using the company’s member-care framework.

Benefits

• $80,000–$95,000 base salary plus bonus.
• Equity (ISO); employees are shareholders in the company’s mission.
• Flexible PTO.
• Medical, dental, and vision insurance.
• 401(k) with employer match.
• Short- and long-term disability insurance.
• Life insurance.
• Paid parental leave.
• Certification reimbursement program.
• Work from anywhere in the US.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level