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Facetwealth

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Senior Lead Financial Planner

US · United States · Remote · Full-time · Senior

需适配美国山地或太平洋时区,每周需2晚加班配合会员会议

Remote worldwideSeniorOpen to China

Salary not stated

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CFPfinancial planningretirement planningtax planningrisk managementSocial Security claimingMedicare optionsAI toolscalendar management

Excerpt

Facet was founded in 2016 on the belief that objective, personalized financial advice is essential to living well. Our mission is to empower people to live more enriched lives by delivering a new standard of advice. By removing asset minimums, we provide holistic planning that goes far beyond…

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The summary and highlights are AI-generated and may contain errors; the original posting prevails.

Query understanding and Chinese summaries are generated by the Doubao (Yunque) large language model (generative AI service filing no. Beijing-YunQue-20230821; algorithm filing no. 网信算备110108823483901230065号), provided by Beijing Volcano Engine Technology Co., Ltd.

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Senior Lead Financial Planner · Facetwealth · Global Search | Fintegrity