Associate Planner

About The Role:

You will be an extension of the Facet family and a key player in helping our planners deliver incredible comprehensive financial life planning and management to our clients. As an Associate Planner, you will collaborate with an awesome team of planners, supporting the work they do, and contribute to the delivery of an unparalleled client experience (you should see our NPS scores!). At Facet, we are firm believers that human planners are the key to true quality advice and Facet provides our lead planners the tools and innovative technology to help clients achieve their goals. 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 and keep their clients raving about us. 

Your Day-To-Day Responsibilities: 

• Directly support a team of planners working remotely across the country

• Be the second pair of eyes for the planner and second point of contact for the client 

• Help prepare planners for client meetings. You will be reaching out to clients to collect client data, reschedule meetings, send meeting reminders, and enter data into tools for planner analysis

• Help planners maintain a healthy practice by ensuring they are aware of any uncollected fees, clients who have reached a milestone, or clients who have not had an outreach in quite some time. 

• Provide planners with reports on 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.

Job Specific Requirements:

• CFP candidacy in progress - you must have completed the education portion and take the exam within 2 exam cycles of hire date. 

• Superior interpersonal, organizational, and client service skills 

• Client first attitude, professional demeanor, personal integrity and an understanding of fiduciary responsibility

• Excellent computer skills along with the ability to learn in-house software and tools – This is critical as we are not only a financial services company but also a tech startup! 

Preferred Skills and Experience: 

• Background and experience in the financial services industry; knowledge of key financial, investment, and risk management concepts 

• Dedicated to developing a career in the financial services industry with the potential for advancement within the company  We want our team members to have a constant desire to improve personally and professionally! 

• You are willing to learn and adapt to The Facet Way of Financial Planning: most of our clients come to us having never worked with a financial planner before and our model is designed to help them channel their needs and goals in digestible pieces 

• You have superb communication, organizational, and client service skills

• You understand the value of building long-term relationships

• You have excellent computer skills along with the ability to learn in-house software and tools

• You have the ability to provide constructive feedback: we continue to enhance our platform and rely on our team’s feedback for improvement 

• You are able to work independently and as a member of a team, balance multiple responsibilities simultaneously, and demonstrate exceptional time and calendar management skills

Benefits & Compensation:

• $50,000 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

Why Working At Facet Wealth Is Awesome:

Our mission is to empower people to live more enriched lives by delivering a new standard of financial advice. We’re here to deliver amazing client experiences by making financial planning as it should be. No matter the role at Facet, we are all 100% committed to excellence in service of our clients. Every single member of our team is an active participant in helping to improve and evolve our business.

We believe in creating a safe space for open and honest conversations, being inclusive of all communities, and ensuring Facet is a place where everyone’s voice can be heard. At Facet Wealth, we specifically look for individuals of varying strengths, skills, backgrounds, and ideas. We believe this gives us a competitive advantage to better serve our clients and employees.