Support approximately two senior lead planners by onboarding members, shadowing planning sessions, and participating in rotations across Member Experience and Trading & Investment Operations. Analyze financial information to identify opportunities and tax efficiencies, develop strategies and action plans, and provide continuity and support to members when lead planners are unavailable. Candidates must have a bachelor’s degree in financial planning or a related field and a CFP® designation, or have passed the CFP® exam and be within 60 days of meeting the experience requirement to use the designation. The role seeks 0–2 years of relevant experience, strong communication and collaboration skills, emotional intelligence, adaptability, and comfort with evolving technology.
Facet provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
