Facet
Part-Time Senior Financial Planner
United States · Senior · Part-time
Sponsorship not specified$83k-$98kDetected 91 days ago
Cold OutreachCommunicationAdaptability
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.
- You can build deep connections quickly in a virtual environment.
- We are always looking to improve on building the best place for employees.
Requirements
- A Tech Champion: You fully embrace technology and AI-driven tools to enhance your efficiency and the member experience.
- Adaptable & Organized: You are process-oriented but not afraid of the hard work that comes with disrupting a legacy industry.
- CFP® Designation (Required) Ability to work Monday through Friday (approximately 6 hours/day) 3+ years of member-facing financial planning experience.
Nice to have
- Must NOT be registered with another firm or working in a capacity of conflict of interest Reside in the US (MST or PST time zones preferred).
Skills
- Your Impact & Responsibilities As a Sr.
- Conduct 4-6 virtual member meetings per day, motivating members to take action on recommendations that are in their absolute best interest.
Compensation
- $82,500 - $97,500 base salary determined by the experience, knowledge, skills, and abilities of the applicant - Please note, our salary ranges are based on current market data.
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.