Job Summary
This position involves assisting two senior lead planners by facilitating member onboarding, observing planning meetings, and engaging in various roles within Member Experience and Trading & Investment Operations. The individual will also analyze financial data to uncover potential opportunities and enhance tax efficiency, craft actionable strategies, and ensure ongoing support for members in the absence of lead planners.
Responsibilities
- Onboard new members and assist in the integration process.
- Observe and participate in planning sessions to gain insights and experience.
- Engage in rotational assignments across relevant departments.
- Analyze financial information to pinpoint opportunities and tax efficiencies.
- Develop strategic action plans tailored to member needs.
- Provide consistent support and continuity for members when primary planners are unavailable.
Qualifications
- Bachelor’s degree in financial planning or a related discipline.
- CFP® designation or completion of the CFP® exam with experience requirement within 60 days of achievement.
- Up to 2 years of relevant experience in financial planning or related fields.
- Strong abilities in communication and collaboration.
- High emotional intelligence and adaptability to changing circumstances.
- Proficiency with emerging technology tools and platforms.
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.
