Direct Financial Planning (~25% of Time)

• Member Management: Maintain a portfolio of 50–100 members, delivering personalized financial planning that guides members through key trade-offs and decisions.
• Live Training Demos: Onboard 1–2 members each month as live teaching opportunities for your pod, demonstrating effective member engagement and tool usage.
• Personal Efficiency: Manage your own tasks, schedule, and member load efficiently to serve as a practical example for your team.

Success Metrics

• Member Impact: Achieve high member activation and unsolicited positive feedback from members for your own planning and across your pod.
• Quality Standards: Maintain high quality and consistency scores for your own planning and consistently high rubric scores across your pod.
• Team Performance: Drive pod NPS and ensure all planners meet or exceed numeric targets across every touchpoint (action on advice, quality, consistency, etc.).

Requirements

• Credentials: CFP® designation
• Experience: 7+ years of comprehensive financial planning experience.
• Proven Performance: Must have consistently maintained a high quality score in both personal planning and team development.
• Leadership Experience: 3+ years of experience coaching and developing high-performing planners.
• Technical Depth: Planning expertise in nuanced topics like equity compensation, tax, estate planning, and debt refinancing.
• Startup Mindset: Experience in a financial services startup and the ability to adapt to evolving service models.
• Communication: Ability to move people through resistance points and provide the "nudge" required for behavior change.

Benefits

• $140,000 - $160,000 base salary + bonus.

• Equity (ISOs): 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.

*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.

Originally posted on Himalayas