Financial Planner

Why Facet? The Future of Financial Planning

The Financial Planner role at Facet is unlike any other in the industry. We’ve stripped away the "old way" of doing business—no cold calling, no commission-chasing, and no mountains of paperwork. We’ve created a role focused entirely on why you became a planner in the first place: to hone your craft and change lives.

What Makes This Role Different?

• Mentorship & Growth: Learn from CFP^® professionals and Senior Planners while honing your craft.
• Sell Life Change, Not Products: We’ve eliminated the pressure of business development. You aren’t a salesperson for a fund; you are a catalyst for behavior change. Because we utilize a flat-fee model (not AUM-based), your advice is always objective. If a member should pay down debt instead of investing, that’s exactly what you’ll tell them.
• Focus on the Member, Not Paperwork: 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.
• Join a Movement: We operate with a "One Facet" mentality—a flat, non-hierarchical structure that eliminates silos. You aren’t just joining a company; you’re joining a community of growth-seekers redefining an underserved industry.

Your Day-to-Day Impact & Responsibilities

• Review incoming member messages while Senior Planners are out of office to determine the urgency of requests and the best course of action.
• Manage a small group of members as the primary planner, guiding them through the entire planning process.
• Efficiently synthesize member needs and partner with Trading and Investment Operations to coordinate solutions and tax strategies.
• Become an expert on our proprietary, AI-enabled tech stack to build comprehensive plans.
• Guide Foundations members through plan implementation using messaging and in-house tools to inspire action.
• Ruthlessly manage your calendar and time to ensure an efficient, high-quality experience.

Who You Are

• A Passionate Advocate: You love helping people reach their goals and thrive when working with the support of in-house tools.
• A Relationship Builder: You can quickly build trust and rapport, guiding members to take action on unbiased recommendations.
• Adaptable & Organized: You are process-oriented and not afraid of the hard work that comes with disrupting a legacy industry.
• A Tech Champion: You fully embrace technology and AI-driven tools to enhance the member experience in a remote environment.