Associate Planner - Facet

Facet is redefining financial planning by removing asset minimums, cold calling, and commission-chasing, offering holistic planning for an affordable, flat membership fee. Recognized as the #1 Best Financial Advisory Firm 2025 by USA TODAY and named to Newsweek’s America’s Top Financial Advisory Firms 2025, we empower our team to focus on building deep, impactful relationships with members.

The Role

As an Associate Financial Planner, you will support approximately two senior lead planners while receiving direct mentorship from senior leadership. This role bridges technical analysis with behavioral finance, helping members navigate both the numbers and the emotional blocks around money.

Your Impact & Responsibilities

Your time is balanced across three core areas:

Direct Mentorship & Growth (~50% of Time)

• Directly onboard 2 of your own personal members each week with live classroom guidance and real-time support from your Director.
• Shadow active planning sessions to learn how to explain complex topics in a simple, jargon-free manner.
• Participate in cross-functional rotations within Member Experience (MX) and Trading & Investment Ops (TIO) to learn the full scope of firm operations.

Roadmap Architecture & Strategic Co-Building (~45% of Time)

• Analyze incoming financial inputs, statements, and tax returns to independently identify interlocking financial opportunities and tax efficiencies.
• Own the core decision-making for underlying financial strategies and map structural paths directly into our system.
• Translate big-picture goals into bite-sized, tactical action items and next steps for members.

Proactive Member Care & Continuity Coordination (~5% of Time)

• Act as the primary point of contact for members when lead planners are out of office, ensuring a continuous, warm relationship.
• Review inbound messages and utilize our human-at-heart framework to address urgent questions or calm financial anxieties.

Who You Are

• An Evolving Guide: You have natural emotional intelligence and a foundational drive to help people stop over-thinking their money.
• Startup Mindset: You possess exceptional agility, comfort with evolving software tools, and a drive to build features that have never been done before.
• Growth Seeker: You are eager to transition from a plan builder to an authoritative, empathetic guide through rapid skill advancement.

Requirements

• Bachelor’s degree in financial planning or a related field.
• CFP® designation or successfully passed the CFP® exam and within 60 days of satisfying the experience requirement to use the CFP®.
• 0-2 years of experience in the financial services industry, customer success, or a high-growth startup environment.
• Exceptional communication skills and the ability to collaborate in a high-trust, tech-enabled environment.

Benefits

• $80,000 - $95,000 base salary plus bonus
• Equity (ISO)
• Flexible PTO
• Comprehensive benefits including medical, dental, vision insurance, 401(k) with employer match, short and long-term disability, life insurance, and paid parental leave
• Certification Reimbursement Program
• Remote work flexibility across the US