Senior Financial Planner
Facet
About this role
A Senior Financial Planner provides financial advice and planning services to clients, helping them achieve their financial goals through tailored strategies. The role involves analyzing financial data, creating investment plans, and offering guidance on financial products and services.
Skills
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.
Recent company news
WSJFacet Review 2026
Nov 21, 2025
NerdWalletFacet Review 2026: Pros, Cons and How It Compares
Dec 18, 2025
facet.comQ4 2025 Performance review & 2026 Outlook: Balancing growth with caution
Jan 7, 2026
Wealth ManagementFacet Brings Tax Prep Services to Subscription Members
Sep 25, 2025
Star TribuneDonaldson makes $820M deal to buy another filtration business
1 month ago
About Facet
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
Unlock Company Insights
View leadership team, funding history,
and employee contacts for Facet.
Salary
$102k – $139k
per year