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Senior Financial Planner
Facet
- Saint Paul, Illinois, United States
- Saint Paul, Illinois, United States
Über
We are looking for people who:
Love helping people reach their financial goals and are passionate about providing an exceptional, high-quality member experience
Can expertly guide members to take action on Facet’s recommendations that are in their best interest
Are process-oriented, organized, highly adaptable, and not afraid of a little intensity & chaos
Thrive when working with a large volume of members with the support of in-house tools
Fully embrace technology and build relationships quickly in a virtual setting
Your Day-To-Day Responsibilities:
Conduct 4-6 virtual member meetings per day to help them achieve their goals by acting as a financial life coach motivating them to take action to progress their financial plan
Build trust and credibility in order to foster strong relationships with members remotely and provide a consistent, high-quality member experience with each interaction
Motivate members to take action on any appropriate recommendations – A successful planner will be able to emphasize to our members the importance of our solutions, including investments, being integrated as a part of their plan
Respond to member inquiries & requests efficiently and in a timely manner
Learn and quickly adopt and implement new skills, processes, and technology
Partner with team members to manage operational items including assisting with reviewing member portfolios and recommending investment solutions based on member risk/goals, coordinating member withdrawal needs and tax strategies for assets
Effectively and ruthlessly manage your calendar, time, and other tasks to ensure efficiency
We believe that being a planner at Facet is the best CFP role in the industry. What makes this role different? As a planner, you…
Will not need to build your own book of business
Will be providing Facet’s best advice that is unbiased and personalized to your members
Will not be compensated on the amount of assets someone has managed with Facet
Have the flexibility to live anywhere in the US
Will work with cutting-edge proprietary technology built specifically to enhance the Facet Way of planning
Will be helping to disrupt a historically inaccessible industry and build the next great financial services company
CFP® designation
MST or PST Location preferred
3+ years of member facing financial planning experience
Exceptional follow up and typing/written communication skills
Excellent interpersonal skills and ability to build connections with members
Flexibility with hours to accommodate member meetings 2 nights per week
Excellent computer skills and the ability to learn in-house software and tools
Exceptional time and calendar management skills – this is one of the biggest keys to success as a Facet planner
$110,000 - $130,000 base salary + bonus determined by the experience, knowledge, skills, and abilities of the applicant - Please note, our salary ranges are based on current market data. Should you feel strongly that we are not in line, we highly recommend you to reach out and let us know. We are always looking to improve on building the best place for employees.
Equity(ISO)
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
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Sprachkenntnisse
- English
Hinweis für Nutzer
Dieses Stellenangebot wurde von einem unserer Partner veröffentlicht. Sie können das Originalangebot einsehen hier.