Facet
Financial Services
AssociatePlanner
Neural analysis suggests this role is
optimal for Entry candidates.
“Associate Planner at Facet. Skills: Financial Planning, Member Onboarding, Financial Analysis. Support senior lead planners. Onboard personal members”
Industry & Context.
Identify interlocking financial opportunities; Map structural paths directly into system
Work from anywhere in the US
What They're Looking For.
Must Have
Bachelor's degree in financial planning or related field, CFP® designation or in active pursuit of CFP® designation, 0-2 years of experience in financial services, customer success, or high-growth startup, Exceptional communication skills, Ability to collaborate in high-trust, tech-enabled environment
Nice to Have
CFP® designation
What You'll Do.
Support senior lead planners
Onboard personal members
Shadow planning sessions
Analyze financial inputs
Identify financial opportunities
Translate goals into action items
Act as primary point of contact
Address urgent questions
Calm financial anxieties
How You'll Work.
Team & Collaboration
Participate in cross-functional rotations; Collaborate in a high-trust, tech-enabled environment
Communication Scope
Explain complex topics simply; Jargon-free manner
Full Job Description
About Facet 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?** * The Elite "Training Camp": We invest heavily in your personal growth. You will be directly mentored by senior leaders to unlock your full potential, turning this entry-level role into career insurance for the modern workforce. * Real-World Muscle Memory: Under the direct wing of a Director, Planning Team Lead, you will clear away the "administrative noise" for members while building the skills needed to guide people from thinking to doing. * Focus on Behavior, Not Just Numbers: You will master the "art of the subtext," learning to read unspoken family
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