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Job Description

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Facet is a fully remote FinTech company with a mission to empower people to live more enriched lives by delivering a new standard of financial advice that elevates expectations across consumers and the industry.

We believe that unbiased, personalized financial advice that integrates into every facet of life is essential to living well. People’s financial lives are dynamic and ever-evolving, so we cover everything money touches–from starting a business to buying real estate to your investments and much more. Facet believes financial advice should be delivered with a fresh, human-plus-tech approach, that includes a CFP® professional–the highest certification possible.

The Role:
As an Associate Planner at Facet, you will be a key player in helping our planners deliver incredible comprehensive financial life management to our clients. In this role, you will collaborate with an awesome team of planners, supporting the work they do and contribute to the delivery of an unparalleled client experience. Your job is to provide our planners the communication and tasks they need to do their best for our clients. You’ll be focused on supporting a team of planners by helping them manage their practice which includes organizing client information, following up with clients, and making preliminary recommendations, you will work in an exciting and collaborative team environment with motivated and dedicated team members.

Day-To-Day Responsibilities:

  • Directly support a team of planners working remotely across the country
  • Help prepare planners for client meetings, including collecting, organizing and synthesizing client data within a financial planning context.
  • Assist planners in managing their practice more effectively by reaching out to clients to schedule meetings.
  • Work with team members to complete follow-up tasks from client meetings, including but not limited to investment management tasks and / or coordinating work.
  • Handle some client service responsibilities, including but not limited to conducting account reviews and addressing client related communications.
  • Provide planners with client asset management solutions, including but not limited to review of client portfolios, strategies for assets under management, recommendations for client accounts, or ensuring beneficiaries on accounts.
  • Partner with operations team members to manage all client account operational items including but not limited to submitting requests for account paperwork, initiating and tracking transfers and account funding, service requests, and client online account access.
  • Provide direct client support to clients around navigating the Facet portal on the client’s side to enter information or upload files.

Basic Qualifications:

  • CFP® designation

Preferred Qualifications:

  • Client first attitude, professional demeanor, personal integrity and an understanding of fiduciary responsibility
  • Superior computer skills along with the ability to learn in-house software and tools
  • Dedicated to being an impact player and developing a career in the financial services industry with the potential for advancement within the company
  • Excellent written and verbal communication skills
  • First-class interpersonal, organizational, and client service skills
  • Background and experience in the financial services industry; knowledge of key financial, investment, and risk management concepts

Benefits & Compensation:

  • $70,000 yearly salary
  • Equity
  • Unlimited PTO
  • All the benefits: medical, dental, and vision insurance, 401(k) with employer match, short and long term disability coverage (paid by Facet), life insurance options and paid maternity and paternity leave
  • Certification reimbursement program
  • Work from anywhere in the US
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