Senior Financial Advisor
FartherSalary not specified
Full Time
Senior (5 to 8 years)
$80,000 – $95,000Compensation
Junior (1 to 2 years), Mid-level (3 to 4 years)Experience Level
Full TimeJob Type
UnknownVisa
Financial ServicesIndustries
Requirements
- CFP® designation
- 1+ years of member facing financial planning experience
- Effective follow up and typing/written communication skills
- Excellent interpersonal skills and ability to build connections with members
- Exceptional time management and communication skills
- Excellent computer skills and the ability to learn in-house software and tools
- Love helping people reach their financial goals and are passionate about providing an exceptional, high-quality member experience as part of a team
- Can quickly build trust and rapport with members and guide members to take action on unbiased recommendations that are in their best interest
- Are process-oriented, organized, highly adaptable, and not afraid of a little chaos
- Are comfortable consistently evaluating the financial plans for new members with the support of in-house tools
- Fully embrace technology and are able to thrive and build relationships in a remote environment
Responsibilities
- Reviewing incoming member messages while Senior Planners are out on parental leave or out of the office to determine the urgency of the request and the best course of action
- Efficiently synthesizing members' needs and then partnering with team members to coordinate solutions
- Stepping in and meeting with members on an as needed basis to address their questions and deliver recommended next steps during their planner's absence
- Becoming an expert on in-house tools to assist planners with building plans
- Guiding Foundations members through implementation of their plan by utilizing messaging and in-house tools to answer questions and inspire them to take action
- Managing a small group of members as the sole planner, guiding them through the entire planning process and motivating them to take action on advice
- Effectively and ruthlessly managing your calendar, time, and other tasks to ensure efficiency
Skills
Key technologies and capabilities for this role
Questions & Answers
Common questions about this position
What is the salary range for the Financial Planner position?
The salary range is $80,000-$95,000.
Is this Financial Planner role remote?
Yes, the role is fully remote, with the flexibility to live anywhere in the US.
What are the key requirements for the Financial Planner role?
Candidates must have a CFP® designation, 1+ years of member-facing financial planning experience, effective follow-up and written communication skills, excellent interpersonal skills, and exceptional time management and communication skills.
What is the company culture like at Facet for Financial Planners?
Facet emphasizes team collaboration, passion for helping members achieve financial goals, providing unbiased and affordable advice, embracing technology in a remote environment, and disrupting the financial services industry.
What makes a strong candidate for the Financial Planner position?
Strong candidates hold a CFP® designation, have at least 1 year of member-facing experience, excel in time management and communication, build rapport quickly, and thrive in a remote, process-oriented team environment.
Facet
AI platform for professional image generation
About Facet
Facet provides a collaborative platform for generating high-quality images using AI technology. It is designed for creative professionals such as graphic designers, photographers, and digital artists who need customizable images for their projects. Users can access advanced AI tools through a subscription model, which allows them to generate and refine images efficiently. Facet differentiates itself from competitors by focusing on a user-friendly experience that enhances both productivity and creativity. The company's goal is to empower creative professionals by streamlining the image creation process, making it easier for them to produce the visuals they need.
San Francisco, CaliforniaHeadquarters
2017Year Founded
$15.1MTotal Funding
EARLY_VCCompany Stage
Consumer Software, AI & Machine LearningIndustries
1-10Employees
Benefits
Competitive salary & equity
Paid parental leave
Three weeks paid vacation
Medical, dental, vision insurance & OneMedical membership
Order any work-related books on the company's Amazon account.
Flexible working hours
Relocation assistance
Yearly stipend for learning & development.
Commuter benefits including a monthly ride-sharing stipend
Risks
Emerging competition from companies like RunwayML could impact Facet's market share.
Open-source AI models may reduce the value of Facet's technology.
Stricter regulations on data privacy and ethical AI could affect Facet's operations.
Differentiation
Facet offers a collaborative platform for professional image generation.
Facet's AI tools enable efficient image generation and refinement.
Facet provides subscription-based access to advanced AI tools for creative professionals.
Upsides
AI-driven image synthesis is integrating with AR/VR for immersive experiences.
Demand for AI tools with real-time collaboration features is growing.
AI-generated art is gaining acceptance in traditional art spaces.
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