Associate Financial Planner

Facet was founded in 2016 on the belief that objective, personalized financial advice is essential to living well. 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. The Future of Financial Planning
The Associate Financial Planner role at Facet is unlike any other in the industry. 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.
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.
As an Associate Financial Planner, you will support approximately 2 senior lead planners. Directly onboard 2 of your own personal members each week with "live classroom" guidance and real-time support from your Director.
Shadow active planning sessions to learn how to explain complex topics in a simple, jargon-free manner.
Participate in cross-functional rotations within Member Experience (MX) and Trading & Investment Ops (TIO) to learn the full scope of firm operations.

Roadmap Architecture & Strategic Co-Building (~45% of Time)
Analyze incoming financial inputs—including data, statements, and tax returns—to independently identify interlocking financial opportunities and tax efficiencies.
Own the core decision-making for underlying financial strategies and map structural paths directly into our system.
Act as the primary point of contact for members when lead planners are out of office, ensuring a continuous, warm relationship.
Review inbound messages and utilize our human-at-heart framework to address urgent questions or calm financial anxieties.

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.
Bachelor’s degree in financial planning or a related field.
~ 0-2 years of experience in the financial services industry, customer success, or a high-growth startup environment.
~ 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
~ 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. Facet has been Accredited with the Better Business Bureau® since June 2025, and as of February 2026 holds an A+ BBB Rating. Plant-A Insights Group and Newsweek partnered to identify Americas 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 Americas Top Financial Advisory Firms 2025." Facet’s star rating is calculated from reviews from January of 2022 to present day. Daily star rating may fluctuate.