财务规划师 - 远程
Financial Planner - Remote
Facet成立于2016年，我们坚信客观的、个性化的财务建议是过上好生活的关键。我们的使命是通过提供新的建议标准，帮助人们过上更加丰富的生活。我们取消了资产最低要求，提供全面的规划，远远超越投资，解决金钱对生活产生的各种影响。我们的CFP®专业人士团队是服务的核心，他们由我们一流的支援团队和专有技术平台所支持。这种模式使Facet能够将建议融入会员的整个财务状况，所有费用仅为可负担的固定会员费。
我们对创新和会员成功的承诺获得了全国性的认可，包括被《今日美国》评为2025年最佳财务咨询公司第一名，并入选《新闻周刊》2025年美国顶级财务咨询公司名单。我们拥有BBB A+评级和Trustpilot“优秀”评分（截至2025年9月16日），我们自豪地在为我们的会员和团队重新定义行业标准。
为什么选择Facet？财务规划的未来
在Facet的财务规划师职位与其他行业中的职位截然不同。我们摒弃了“旧方式”——没有冷销售，没有追逐佣金，也没有堆积如山的文件。我们创造了一个完全专注于你最初成为规划师的原因：精进你的技艺并改变人生。
这个职位有何不同？
- 指导与成长：向CFP®专业人士和高级规划师学习，同时精进你的技艺。
- 销售生活方式，而非产品：我们消除了业务拓展的压力。你不是基金的销售人员；你是行为改变的催化剂。因为我们采用的是固定费用模式（非基于资产管理规模），你的建议始终是客观的。如果一位会员应该先还债而不是投资，你就会告诉他们这一点。
- 关注会员，而非文件：我们构建了一个专有的、人工智能驱动的技术栈，以及一个专门的支援生态系统（交易与运营、规划师支援和会员体验），以减轻你的行政负担。你不需要收集开户数据或执行交易；你只需要建立关系。
- 加入一场运动：我们以“一个Facet”的理念运作——扁平化、无层级的结构，消除部门壁垒。你不仅仅加入了一家公司，而是加入了一个追求成长的社群，正在重新定义一个未被充分服务的行业。
你的日常影响与职责
- 审阅新成员的消息，同时资深规划师会协助处理复杂案例。
查看英文原文
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
- 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.
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
Originally posted on Himalayas