As a Paraplanner Consultant at Facet, you will assist members in comprehensive financial planning, ensuring data confirmation, verification, and labeling, aligning with the Facet Planning Philosophy.

Requirements:

• Experience as a Paraplanner, Financial/Investments Operations Associate is highly preferred‍
• CFP® designation or CFP® Candidate is a plus‍
• 1+ year of financial industry experience
• High attention to detail and drive to complete high quality work
• Technology savvy individual that can work within a proprietary system, Google Sheets and Document AI a plus
• Exceptional time management and communication skills –these are the biggest keys to success as a Facet Planning Data Specialist

Contact: (443) 376-6222