Associate Planner
Facet
Job Overview
Location
Remote
Salary
USD 70,000 - 85,000 base salary
Employment Type
Full-time
Work Arrangement
Remote
Sector
Finance & Banking
Experience Level
Entry Level (0-2 years)
Application Deadline
June 5, 2026
About the Company
Facet is a forward-thinking financial advisory firm founded in 2016 with a clear mission: to make objective, personalized financial advice accessible to everyone. They believe that sound financial guidance is fundamental to living a fulfilling life and are dedicated to empowering individuals through a new standard of advice.
By removing traditional asset minimums, Facet offers holistic financial planning that addresses all aspects of a client's financial life, extending far beyond mere investments. Their approach integrates advice into every facet of a member's financial picture, all delivered through an affordable, flat membership fee.
The company is powered by a team of highly skilled CFP® professionals who are supported by best-in-class technology and dedicated support teams. This innovative model has earned Facet significant recognition, including being ranked the #1 Best Financial Advisory Firm by USA TODAY and named to Newsweek’s list of America’s Top Financial Advisory Firms. With a strong commitment to member success and industry innovation, Facet is actively redefining the financial planning landscape.
Job Description
Facet is revolutionizing financial planning by offering objective, personalized advice to a broad audience, empowering individuals to lead richer lives. Our mission is to deliver a superior standard of advice, moving beyond traditional investment management to encompass all aspects of a client's financial well-being.
We are seeking an Associate Planner to join our innovative team. This role is designed to provide unparalleled growth opportunities, stripping away administrative burdens to allow you to focus on honing your craft and making a real impact on our members' lives.
You will work closely with senior planners, gaining hands-on experience in client mentorship, strategic roadmap development, and proactive member care. This is an exceptional chance to build career-long skills in a supportive, tech-enabled environment.
To apply for this role, click the Apply button on this page and follow the instructions.
Required Skills
Key Responsibilities
- Support approximately 2 senior lead planners.
- Onboard 2 personal members weekly with live classroom guidance and real-time support.
- Shadow active planning sessions to learn jargon-free explanation of complex topics.
- Participate in cross-functional rotations within Member Experience (MX) and Trading & Investment Ops (TIO).
- Analyze financial inputs to identify interlocking financial opportunities and tax efficiencies.
- Own core decision-making for underlying financial strategies and map structural paths.
- Translate big-picture goals into tactical action items for members.
- Act as the primary point of contact for members when lead planners are out of office.
- Review inbound messages and address urgent questions or financial anxieties.
Qualifications
- Bachelor’s degree in financial planning or a related field.
- CFP® designation or in active pursuit of the CFP® designation (passed exam, within 6 months of satisfying experience requirement).
- 0-2 years of experience in the financial services industry, customer success, or a high-growth startup environment.
- Exceptional communication skills.
- Ability to collaborate in a high-trust, tech-enabled environment.
Benefits & Perks
- $70,000 - $85,000 base salary plus bonus
- Equity (ISO)
- Flexible PTO
- Comprehensive Benefits: Medical, dental, and vision insurance, 401(k) with employer match, short and long-term disability, life insurance, and paid parental leave.
- Certification Reimbursement Program
- Work from anywhere in the US
How to Apply
To apply for this role, click the Apply button on this page and follow the instructions.
Join Our Communities
The financial planning sector is experiencing significant growth, driven by increasing demand for personalized wealth management solutions. As an Associate Financial Planner, you will play a crucial role in this expansion by supporting senior planners and directly engaging with members. Your responsibilities will encompass analyzing financial inputs, identifying tax efficiencies, and translating complex financial goals into actionable steps. This role emphasizes developing expertise in behavioral finance and client relationship management, contributing directly to member financial well-being and the firm's overall growth trajectory.
Posted Date
May 22, 2026
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