Facet

Facet

Financial Planner - Remote

United States

Sponsorship not specified$95k-$110kDetected 1 day ago
Cold OutreachCommunicationTime ManagementMentoringAdaptability

About the role

  • By removing asset minimums, we provide holistic planning that goes far beyond investments to address every way money impacts life.
  • This model allows Facet to integrate advice into our members' entire financial picture-all for an affordable, flat membership fee.
  • Our commitment to innovation and member success has earned national recognition, including being ranked the #1 Best Financial Advisory Firm 2025 by USA TODAY and named to Newsweek's list of America's Top Financial Advisory Firms 2025.

Responsibilities

  • We've built a proprietary, AI-enabled tech stack and a dedicated support ecosystem (Trading & Operations, Planner Support, and Member Experience) to take the administrative burden off your plate.
  • You don't gather onboarding data or execute trades; you build relationships.

Requirements

  • Adaptable & Organized: You are process-oriented and not afraid of the hard work that comes with disrupting a legacy industry.

Skills

  • Guide Foundations members through plan implementation using messaging and in-house tools to inspire action.

Compensation

  • $95k-$110k

Benefits

  • $95,000-$110,000 base salary + bonus

Company info

  • 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.
  • 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.
  • 16, 2025), we are proud to be redefining the industry for our members and our team alike.
  • it is important to us that all employees are shareholders in our mission

This listing is sourced directly from Facet's careers page and normalized into a canonical job model.