Senior Financial Planner

Facet · United States · Remote-friendly

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Company
Facet
Location
United States
Employment type
Full-time
Posted
October 23, 2025

About this job

The Future of Financial Planning The Senior Financial Planner role at Facet is unlike any other in the industry. We’ve stripped away the "old way" of doing business—no cold calling, no commission-chasing, and no mountains of paperwork. We’ve created a role focused entirely on why you became a planner in the first place: to hone your craft and change lives. What Makes This Role Different? Sell Life Change, Not Products: We’ve eliminated the pressure of business development. You aren’t a salesperson for a fund; you are a catalyst for behavior change. Because we utilize a flat-fee model (not AUM-based), your advice is always objective. If a member should pay down debt instead of investing, that’s exactly what you’ll tell them.…

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Most-requested skills in the United States

Based on 714 United States vacancies that list requirements, these are the skills employers ask for most often.

  • Forecasting59% of postings
  • Excel55% of postings
  • Budgeting45% of postings
  • Financial Modeling36% of postings
  • SAP17% of postings
  • Treasury12% of postings
  • Power BI12% of postings
  • M&A7% of postings
Finance skills

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