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Scott R Sweet, J.D., CFP, CLU, ChFC, RICP Logo
Scott R Sweet, J.D., CFP, CLU, ChFC, RICP

Addison, Texas

Facet Wealth Logo
Facet Wealth


Facet Wealth Logo
Facet Wealth


Coles & Bodoin, LLP Logo
Coles & Bodoin, LLP

Needham, Massachusetts

Kevin P. Martin & Associates Logo
Kevin P. Martin & Associates

Braintree, Massachusetts

Dynasty Advisors, LLC Logo
Dynasty Advisors, LLC

Doylestown, Pennsylvania

Viking Electric Logo
Viking Electric

Addison, Illinois

Fit Financial Consulting LLC Logo
Fit Financial Consulting LLC

Wenatchee, Washington

Closing Soon! Closing Soon!
Fischer, Hayes, Joye & Allen, LLC Logo
Fischer, Hayes, Joye & Allen, LLC

Salem, Oregon

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Associate Planner - CFP
**This is a remote role** About The Role: As an Associate Planner, you will be part of the Facet family and a key player in helping our planners deliver incredible comprehensive financial life management to our clients. In this role, you will collaborate with an awesome team of planners, supporting the work they do and contribute to the delivery of an unparalleled client experience (you should see our NPS scores!).  With that said, there are some bright lines about what it means to work here: Your job is to provide our planners the communication and tasks they need to do their best for our clients. You’ll be focused on supporting a team of lead planners by helping them manage their pract

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