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Open nowPosted 75 days ago

Financial Planner - Remote

Workable (global search)108,016 open roles

Where
United States
Work mode
Remote
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Your applicationOpen nowFinancial Planner - RemoteWorkable (global search) · United States

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The clock on this job

Early applications get read.

7.9% of postings close within 7 days. Measured by our own scanner across the market. Workable (global search) postings stay open a median of 7 days.

Share of postings closed within
  1. 1.6%1 day
  2. 3.6%3 days
  3. 7.9%7 days
  4. 14.9%14 days
  5. 34.0%30 days
This job: posted 75 days ago

Workable (global search) median: 7 days open

The posting

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. By removing asset minimums, we provide holistic planning that goes far beyond investments to address every way money impacts life. 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. 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. With an A+ BBB Rating and a Trustpilot “Excellent” score (as of Sept. 16, 2025), we are proud to be redefining the industry for our members and our team alike.

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

  • Conduct 4–6 virtual member meetings per day, motivating members to take action on recommendations that are in their absolute best interest.
  • Rapidly build trust and credibility in a remote setting, fostering long-term relationships through a consistent, high-quality experience.
  • 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.

Requirements

  • CFP® designation
  • 1+ years of member facing financial planning experience
  • Effective follow up and typing/written communication skills
  • Excellent interpersonal skills and ability to build connections with members
  • Exceptional time management and communication skills –these are the biggest keys to success as a Facet reserve planner
  • Excellent computer skills and the ability to learn in-house software and tools

Benefits

  • $95,000-$110,000 base salary + bonus
  • Equity (ISO): it is important to us that all employees are shareholders in our mission
  • 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 an independent Registered Investment Adviser (RIA) and is not a FINRA-member broker-dealer. We do not hold, sponsor, or maintain FINRA licenses (e.g., Series 7, 63, 65). Our Investment Adviser Representatives (IARs) hold professional credentials, including the CFP® designation.

*Facet was ranked #1 Best Financial Advisory Firm 2025 by USA TODAY in April 2025 who partnered with Statista to rank the top 500 RIAs. Recommendations were collected via an independent survey among over 30,000 individuals. self-recommendations were prohibited, and no compensation was provided for the ranking. Facet has been Accredited with the Better Business Bureau® since June 2025, and as of February 2026 holds an A+ BBB Rating. This Accreditation does not imply BBB approval or endorsement. Plant-A Insights Group and Newsweek partnered to identify America's Top Financial Advisory Firms 2025. This analysis was performed with data as of September 2024 and reviewed over 15,000 financial advisories registered with the SEC. These rankings prepared by Plant-A reflect editorial content and no compensation was provided by Facet in connection with America's Top Financial Advisory Firms 2025. As of February 25, 2026; Facet has a 4.8 star rating with TrustPilot.com. TrustPilot uses a formula for calculation that considers three factors: time span, frequency, and Bayesian average. After the calculation, a TrustScore is then visualized into a star rating from 1 to 5 stars, including half stars. Facet’s star rating is calculated from reviews from January of 2022 to present day. Daily star rating may fluctuate. Companies on Trustpilot aren't allowed to offer incentives or pay to hide reviews and Facet has not made any payments in offer or receipt of any reviews.

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