Lead Financial Planner
FacetUS10 days ago
Job type
- Full-time
- Remote
- Quick Apply
Job descriptionConduct 4-6 virtual member meetings per day to help them achieve their retirement goals by acting as a financial life coach, motivating them to take action to progress their plan. Deeply focus on pre-retiree / retiree issues, including Social Security claiming strategies, Medicare options, coordinating income sources (pensions, annuities, portfolios), and estate plan integration. Build trust and credibility in order to foster strong, long-term relationships with members remotely and provide a consistent, high-quality member experience with each interaction. Motivate members to take action on any appropriate recommendations, emphasizing the importance of integrated solutions like tax-optimized investment withdrawals as a core part of their retirement plan. Effectively and ruthlessly manage your calendar, time, and other tasks to ensure efficiency Will not need to build your own book of business Will be providing Facet’s best advice that is unbiased and personalized to your members Will not be compensated on the amount of assets someone has managed with Facet Have the flexibility to live anywhere in the US Will work with cutting-edge proprietary technology built specifically to enhance the Facet Way of planning Will be a part of disrupting a historically inaccessible industry and build the next great financial services company CFP® designation MST or PST Location preferred 15+ years of member facing financial planning experience with a significant focus on pre-retirement and retirement planning. Exceptional follow up and typing / written communication skills Excellent interpersonal skills and ability to build connections with members Flexibility with hours to accommodate member meetings 2 nights per week Excellent computer skills and the ability to learn in-house software and tools Exceptional time and calendar management skills – this is one of the biggest keys to success as a Facet planner $135,000 - $150,000 base salary + bonus 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. Equity (ISOs) Flexible 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 parental leave Certification reimbursement program Work from anywhere in the US
Facet is a fast-growing fintech company revolutionizing personal finance. We’re building a future where everyone may enrich their lives beyond expectation through our powerful combination of cutting-edge technology and personalized guidance.
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.
Role Description
As a Lead Planner at Facet, you will work directly with members aged 55+ as their financial life coach and guide, helping them navigate the crucial transition into and through retirement. Your primary focus will be on the holistic planning challenges unique to this demographic, inspiring and empowering them to achieve long-term financial security and peace of mind.
You will not only be responsible for providing sound, comprehensive financial advice but for helping members make sense of their complex financial lives in actionable ways, focusing heavily on retirement income planning, risk management, and legacy considerations, all with the help of our proprietary technology.
We are looking for people who :
- Love helping people, especially those close to or in retirement, reach their financial goals and are passionate about providing an exceptional, high-quality member experience
- Can expertly guide members to take action on Facet’s recommendations that are in their best interest
- Are process-oriented, organized, highly adaptable, and not afraid of a little intensity & chaos
- Thrive when working with a large volume of members with the support of in-house tools
- Fully embrace technology and build relationships quickly in a virtual setting
Your Day-To-Day Responsibilities :
We believe that being a planner at Facet is the best CFP role in the industry. What makes this role different? As a planner, you…
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