Overview

About The Role:

At Facet Wealth, we put the client above all else. As a Lead Planner, you will live out this value each day as you work directly with clients as their financial life coach, helping them improve their lives by empowering them to reach their financial goals, both big and small. You will not only be responsible for providing sound, comprehensive financial advice and guidance, but for helping clients make sense of their financial lives in actionable ways.

With that said, there are some bright lines about what it means to work here:

  • We are a true fiduciary meaning the client will always come first
  • No selling: we never ask you to develop business or sell products
  • Guardrails, not prescriptions: we trust our team members to make the right decisions and to bring their unique experience to bear in helping our clients
  • Not your typical 9-5 wealth management job: if you want to be on the golf course schmoozing clients 3 days a week, this is not the job for you

Your Day-To-Day Responsibilities:

  • Serve as a financial life coach for clients to help them identify their passions and achieve their goals/objectives by providing comprehensive financial planning and a high-quality client experience during every interaction
  • Work directly with clients via videoconference, phone, and e-mail.
  • Prepare for client meetings by collecting, organizing, and synthesizing client data within a financial planning context, all while using our in-house technology
  • Work with clients on cash flow planning, debt management, and budgeting
  • Partner with team members to manage operational items including assisting with reviewing client portfolios and recommending investment solutions based on client risk/goals, coordinating client withdrawal needs and tax strategies for assets
  • Communicate with sales teams to ensure new clients are the right fit as well as existing clients to ensure they are receiving pertinent internal communications
  • Participate in weekly team meetings that provide feedback and continued education opportunities

Job Specific Requirements:

  • CFP® designation
  • Bachelor’s degree or higher
  • 3+ years of financial planning experience
  • Available to work two nights per week to accommodate client schedules and occasional weekends as needed

Preferred Skills & Experience:

  • You are able & willing to learn and adapt to The Facet Way of Financial Planning: most of our clients come to us having never worked with a financial planner before and our model is designed to help them channel their needs and goals in digestible pieces
  • You have superb communication, organizational, and client service skills
  • You understand the value of building long-term relationships
  • You have excellent computer skills along with the ability to learn in-house software and tools
  • You have the ability to provide constructive feedback: we continue to enhance our platform and rely on our team’s feedback for improvement
  • You are able to work independently and as a member of a team, balance multiple responsibilities simultaneously, and demonstrate exceptional time and calendar management skills

Perks:

  • Competitive salary and equity
  • Unlimited vacation: we trust you
  • 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 maternity and paternity leave
  • Certification reimbursement program
  • Work from anywhere: our founders are big fans of distributed work