Financial Planner - Remote
Facet(3 months ago)
About this role
A Financial Planner in a remote role provides financial advice and planning services to clients, helping them meet their financial goals. The position involves analyzing client financial data and recommending appropriate financial products and strategies.
Required Skills
- Financial Planning
- Investment Strategies
- Retirement Planning
- Financial Analysis
- Client Management
About Facet
facet.comFacet is a financial planning company that provides certified financial planner–backed advice at an affordable fixed fee. It offers comprehensive services including financial planning, retirement planning, and investing, delivered through an online platform with a dedicated CFP. With the tagline “Financial planning for every facet of your life,” Facet emphasizes transparent pricing and accessible, tailored guidance for individuals and families. The approach combines professional expertise with scalable tools to turn complex financial goals into actionable plans.
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