Senior Financial Planner
Facet(4 months ago)
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.
Required Skills
- Financial Analysis
- Investment Strategies
- Retirement Planning
- Tax Planning
- Financial Modeling
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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