Remote Financial Planner - CFP Equity & PTO
Charlotte, Mecklenburg County, North Carolina, 28245, USA
Listed on 2026-09-30
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Finance & Banking
Financial Advisor / Consultant, Financial Analyst, Wealth Management, Financial Services
Facet Decision Systems, Inc. is seeking a Financial Planner to empower members with objective, fee-based guidance.
No cold calling, no commissions, and no mountains of paperwork—only client-centered financial planning using our AI-enabled tech and flat-fee model. You’ll review member needs, guide planning for the Foundations program, and collaborate with trading and investment operations to deliver holistic, tax-aware plans.
This is a strong role to take on the Remote Financial Planner - CFP with Equity & Flexible PTO role at Facet Decision Systems, Inc.
The Remote Financial Planner - CFP with Equity & Flexible PTO position in the Finance field is open for applications.
We have an opening for a Remote Financial Planner - CFP with Equity & Flexible PTO in United States within Finance.
This role, Remote Financial Planner - CFP with Equity & Flexible PTO at Facet Decision Systems, Inc., could be your next move.
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