Associate Financial Planner

Facet

. Support approximately 2 senior lead planners.

Posted 10/22/2026full-timeRemote • United StatesSeniorLead💰 $80,000 - $95,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial planning, including the ability to analyze financial data and identify opportunities for tax efficiencies. Strong communication and collaboration skills are essential for supporting senior planners and engaging with members effectively.

Highest-signal resume keywords

Financial PlanningCFP® DesignationData AnalysisExceptional Communication SkillsCustomer Success

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AnalysisTax Efficiency IdentificationDecision-MakingTactical Action PlanningFinancial Strategy Mapping

Soft Skills

CollaborationJargon-Free CommunicationCalming Financial Anxieties

Certifications & Qualifications

CFP® Designation

Industry Keywords

Financial ServicesMember ExperienceTrading & Investment OpsHigh-Growth Startup

About the role

Key responsibilities & impact

Support approximately 2 senior lead planners.
Directly onboard 2 personal members each week with live classroom guidance and real-time support from the Director.
Shadow active planning sessions and learn to explain complex topics in a simple, jargon-free manner.
Participate in cross-functional rotations within Member Experience (MX) and Trading & Investment Ops (TIO).
Analyze financial inputs, including data, statements, and tax returns, to identify financial opportunities and tax efficiencies.
Own decision-making for underlying financial strategies and map structural paths into the system.
Translate big-picture goals into tactical action items and next steps for members.
Act as the primary member contact when lead planners are out of office.
Review inbound messages, address urgent questions, and calm financial anxieties.

Requirements

What you’ll need

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

Comp & perks

$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