Financial Advisor
Motley FoolSalary not specified
Full Time
Entry Level & New Grad
Not SpecifiedCompensation
Senior (5 to 8 years)Experience Level
Full TimeJob Type
UnknownVisa
Financial ServicesIndustries
Requirements
- CFP® designation
- 3+ 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
- Flexibility with hours to accommodate member meetings 2 nights per week
- Excellent computer skills and the ability to learn in-house software and tools
- Exceptional time and calendar management skills
- Passionate about helping people reach their financial goals and providing an exceptional, high-quality member experience
- Ability to expertly guide members to take action on unbiased recommendations that are in their best interest
- Process-oriented, organized, highly adaptable, and able to handle some uncertainty
- Comfortable working with a large volume of members with the support of in-house tools
- Fully embrace technology and able to thrive and build relationships in a remote environment
Responsibilities
- Work directly with members as their financial life coach and guide, motivating them to improve their lives by inspiring and empowering them to reach their financial goals
- Provide sound, comprehensive financial advice and guidance, helping members make sense of their financial lives in actionable ways with the help of technology
- Foster strong relationships with members remotely by providing a consistent, high-quality member experience with each interaction
- Deliver high value service to members via 4-5 virtual member meetings per day to help them achieve their goals by acting as a financial life coach
- Drive members to take action on recommendations, emphasizing the importance of solutions including investments, insurance, and estate planning as it aligns with their goals
- Efficiently and timely respond to member inquiries and requests
- Learn and quickly adopt and implement new skills, processes, and technology
- Partner with team members to manage operational items including assisting with reviewing member portfolios and recommending investment solutions based on member risk/goals, coordinating member withdrawal needs and tax strategies for assets
- Effectively and ruthlessly manage your calendar, time, and other tasks to ensure efficiency
Skills
Financial Planning
Investment Recommendations
Insurance
Estate Planning
Portfolio Review
Risk Assessment
Virtual Meetings
Remote Communication
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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