Senior Financial Planner

Are you a seasoned financial expert eager to seize a fulfilling opportunity that truly transforms the lives of retirees? Become a vital member of our team, which boasts over 40 years of proficiency in Estate Planning and Retirement Services. We are on the lookout for a Senior Financial Planner to deliver exceptional financial guidance as our clients embark on their retirement journeys.

Responsibilities:

• Leverage your rich financial planning expertise to assist clients in crafting comprehensive retirement plans that align with their unique needs and aspirations.
• Engage with our loyal clientele who have invested in Estate Planning services, helping them refine and enhance their retirement strategies.
• Cooperate with appointment setters to connect with qualified clients eager to explore their retirement plans.
• Collaborate with case managers to create personalized financial solutions and oversee the essential paperwork...

As a Sr. Financial Planner at Facet, you will 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, both big and small. You will not only be responsible for providing sound, comprehensive financial advice and guidance, but for helping members make sense of their financial lives in actionable ways with the help of technology.

We are looking for people who:

• Love helping people reach their financial goals and are passionate about providing an exceptional, high-quality member experience
• Can expertly guide members to take action on unbiased recommendations that are in their best interest
• Are process-oriented, organized, highly adaptable, and can handle some uncertainty
• Are comfortable working with a large volume of members with the support of in-house tools
• Fully embrace technology and...

Responsibilities:

• Utilize your extensive financial planning knowledge and experience to assist our clients in creating comprehensive retirement plans tailored to their individual needs and goals.
• Work with our existing client base who have purchased Estate Planning services, helping them optimize their retirement strategies.
• Collaborate with appointment setters to meet with qualified clients who are eager to discuss their retirement plans.
• Partner with case managers to develop customized financial solutions and oversee the necessary paperwork process.
• Stay...

Responsibilities:

• Utilize your extensive financial planning knowledge and experience to assist our clients in creating comprehensive retirement plans tailored to their individual needs and goals.
• Work with our existing client base who have purchased Estate Planning services, helping them optimize their retirement strategies.
• Collaborate with appointment setters to meet with qualified clients who are eager to discuss their retirement plans.
• Partner with case managers to develop customized financial solutions and oversee the necessary paperwork process.
• Stay...

Responsibilities:

• Utilize your extensive financial planning knowledge and experience to assist our clients in creating comprehensive retirement plans tailored to their individual needs and goals.
• Work with our existing client base who have purchased Estate Planning services, helping them optimize their retirement strategies.
• Collaborate with appointment setters to meet with qualified clients who are eager to discuss their retirement plans.
• Partner with case managers to develop customized financial solutions and oversee the necessary paperwork process.
• Stay...