Paraplanner Consultant - Remote

Overview

As a Paraplanner Consultant at Facet, you will be a key player in helping our members receive incredible comprehensive financial planning. Your job is to support planners in data confirmation, verification, and labeling. In this role, you will align with the Facet Planning Philosophy and apply your planning knowledge to member situations to indirectly provide a consistent member experience.

In Short

• Mission-driven: You have a deep connection to our mission and love helping people reach their financial goals.
• Quality-focused: You're passionate about delivering exceptional, high-quality work as part of a team.
• Tech-savvy and comfortable learning and mastering new software, especially proprietary AI tools.
• Detail-oriented with an exceptional ability to focus on minute details and thrive on repetitive tasks, ensuring accuracy.
• Analytical and enjoy finding errors within financial documentation on a day-to-day basis.
• Organized and adept at managing your workload and prioritizing tasks to meet deadlines.

Requirements

• Review and verify financial data daily, meticulously examining a variety of financial statements (mortgages, IRAs, pay stubs, etc.) to ensure accuracy within our systems.
• Identify and document discrepancies with an incredibly keen eye for minute details, finding and documenting errors in financial documentation efficiently.
• Support financial planning by providing accurate financial details to our Certified Financial Planners (CFPs), helping them build better roadmaps for members more quickly.
• Train AI models using your financial planning knowledge to recognize key member information, ensuring it's accurately recorded in our planning software.
• Become an expert user of our proprietary AI tools, ensuring planners have the data they need to build comprehensive financial plans.
• Ruthlessly manage your task list, calendar, time, and other responsibilities to ensure maximum efficiency.

Benefits

• Opportunity to work remotely.
• Be part of a mission-driven team.
• Engage with cutting-edge financial technology.
• Professional development opportunities.
• Flexible work hours.