Part-Time Senior Financial Planner

Facet

5h • Remote

About The Position

Facet 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. The Senior 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. This role focuses on selling life change, not products, utilizing a flat-fee model for objective advice. It emphasizes focusing on the member, not paperwork, through a proprietary, AI-enabled tech stack and a dedicated support ecosystem. Planners join a non-hierarchical community redefining an underserved industry.

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

Nice To Haves

• Reside in MST or PST time zones preferred

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.

What This Job Offers

• Job Type: Part-time
• Career Level: Senior
• Education Level: No Education Listed
• Number of Employees: 1-10 employees