workable
Associate Financial Planner
Facet
Remote, USA
Full-time
Entry · 0–2 years experience
Remote
Discovered 6 days ago
Communication
Key Skills for This Role
Communication
Full Job Posting
Who You Are
- An Evolving Guide: You have natural emotional intelligence and a foundational drive to help people stop over-thinking their money.
- Someone with a Startup Mindset: You possess exceptional agility, comfort with evolving software tools, and a drive to build features that have never been done before.
- A Growth Seeker: You are eager to transition from a plan builder to an authoritative, empathetic guide through rapid skill advancement.
- 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): It is important to us that all employees are shareholders in our mission.
- 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
- Facet was ranked #1 Best Financial Advisory Firm 2025 by USA TODAY in April 2025 who partnered with Statista to rank the top 500 RIAs. Recommendations were collected via an independent survey among over 30,000 individuals. self-recommendations were prohibited, and no compensation was provided for the ranking. Facet has been Accredited with the Better Business Bureau® since June 2025, and as of February 2026 holds an A+ BBB Rating. This Accreditation does not imply BBB approval or endorsement. Plant-A Insights Group and Newsweek partnered to identify America's Top Financial Advisory Firms 2025. This analysis was performed with data as of September 2024 and reviewed over 15,000 financial advisories registered with the SEC. These rankings prepared by Plant-A reflect editorial content and no compensation was provided by Facet in connection with America's Top Financial Advisory Firms 2025." As of February 25, 2026; Facet has a 4.8 star rating with TrustPilot.com. TrustPilot uses a formula for calculation that considers three factors: time span, frequency, and Bayesian average. After the calculation, a TrustScore is then visualized into a star rating from 1 to 5 stars, including half stars. Facet’s star rating is calculated from reviews from January of 2022 to present day. Daily star rating may fluctuate. Companies on Trustpilot aren't allowed to offer incentives or pay to hide reviews and Facet has not made any payments in offer or receipt of any reviews. Please see additional information
About Facet
Asset & Wealth Management238 employeesFounded 2016
Private U.S. SEC-registered investment adviser providing flat-fee, personalized financial planning and investment management to individuals and families.
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