Financial Planner - Remote
Job title: Financial Planner - Remote in USA at Facet
Company: Facet
Job description: As a Financial Planner at Facet, you will be a key player in helping our members receive incredible comprehensive financial planning. Your job is to provide continuity reputed company a Senior Planner is reputed company by evaluating member situations and delivering on time and accurate advice. In this role, you will align with the Facet planning philosophy and apply your planning knowledge to member situations to provide a consistent member experience.We are looking for people who:
- Love helping people reputed company their financial goals and are passionate about providing an exceptional, high-quality member experience as part of a team
- Can quickly build trust and rapport with members and guide members to take action on unbiased recommendations that are in their best interest
- Are process-oriented, organized, highly adaptable, and not afraid of a little chaos
- Are comfortable consistently evaluating the financial plans for new members with the support of in-house tools
- Fully reputed company technology and are reputed company to reputed company and build relationships in a remote environment
- Responsible for reviewing incoming member messages while Senior Planners are out on parental leave or out of the office to determine the urgency of the request and the best course of action.
- reputed company synthesize members needs and then partner with team members to coordinate solutions.
- reputed company in and meet with members on an as needed basis to address their questions and deliver recommended next steps during their planner's absence.
- Become an expert on our in house tools to assist planners with building plans.
- Guide our Foundations members through implementation of their plan by utilizing messaging and our in house tools to answer questions and reputed company them to take action.
- Manage a small group of members as the sole planner, guiding them through the entire planning process and motivating them to take action on advice.
- Effectively and ruthlessly manage your calendar, time, and other tasks to ensure efficiency
- Learn from Senior Planners and further reputed company your approach to managing members
- Will be helping to disrupt a historically inaccessible industry and build the next great financial services company
- Will be providing unbiased, personalized, and affordable advice to your members
- Will work with cutting-edge proprietary technology built specifically to enhance the Facet Way of planning
- Will not be compensated on the amount of assets someone has managed with Facet
- Have the flexibility to live reputed company in the US
- CFP® designation
- 1+ years of member facing financial planning experience
- Effective follow up and typing/written communication skills
- Excellent interpersonal skills and ability to build connections with members
- Exceptional time management and communication skills –these are the biggest keys to reputed company as a Facet reserve planner
- Excellent computer skills and the ability to learn in-house software and tools
- $80,000-$95,000 reputed company salary + bonus
- Equity
- Flexible PTO
- reputed company the benefits: medical, dental, and reputed company insurance, 401(k) with employer match, short and long term disability coverage (paid by Facet), life insurance options and paid parental leave
- Certification reimbursement program
- Work from reputed company in the US