Remote Financial Planner - CFP with Equity & Flexible PTO
Facet Decision Systems, Inc.
- Remote job
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. #J-18808-Ljbffr Facet Decision Systems, Inc.
$140k - $190k
...'t just follow a financial plan, you will build... ...Hybrid Financial Planner Benefits -... ...- High-Upside Equity Package with direct ownership... ...vision insurance - Remote friendly culture... ...Unlimited vacation and flexible PTO policies - Paid... ...hold an active CFP license with 5+...Remote workFlexible hoursEmployment EquityHome office$82.5k - $97.5k
...The Future of Financial Planning The Senior... ...Financial Planner role at Facet is... ...Movement: We operate with a "One Facet"... ...in a remote setting, fostering... ...Requirements ~ CFP® Designation (Required... ...employees. ~ Equity (ISO): it is... ...mission ~ Flexible PTO ~ All the benefits...Remote workFlexible hoursEmployment EquityFull timeTemporary workMonday to Friday$110k - $130k
A financial services company is seeking a Sr. Financial Planner to provide virtual coaching and guidance to members across the... ...candidate should possess a CFP® designation and have over 3 years... ...of $110,000 - $130,000 along with flexible PTO and comprehensive benefits. #J-...Remote jobFlexible hours$160k - $200k
Remote Senior Wealth Planner - Wealth Management (CPA + CFP Required) Be among the first 25 applicants... ...— talk with your recruiter to... ...base + bonus and equity buy-in program Type... ...across tax, financial, and business needs... ...firm contribution, flexible PTO, tuition reimbursement...Remote jobFlexible hoursEmployment EquityFull timeWork at office$70k - $140k
...and in partnership with the Relationship Manager... ..., private equity) and specialized verticals... ..., North American Financial Services, REIT's,... ...be eligible for a flexible work arrangement. We... ...do their best work. Remote roles will also have... ...and paid time off (PTO).Huntington is an...Remote workFlexible hoursEmployment EquityWork at officeWork from home$110k - $130k
As a Sr. Financial Planner at Facet, you will work directly with members as their financial... ...with members remotely and provide a consistent... ...is the best CFP role in the... ...Facet Have the flexibility to live anywhere... ...for employees. Equity(ISO) Flexible PTO All the benefits...Remote workFlexible hoursEmployment EquityTemporary workNight shift- ...Customer Success Manager to join a remote, high-volume team. You will... ...and driving renewal readiness with accuracy and speed. You bring... .... This role offers flexible work location, robust health benefits, generous PTO, and equity eligibility. #J-18808-Ljbffr...Remote jobFlexible hoursEmployment Equity
$60k - $80k
A leading financial services company in the United States is seeking a Trading Operations Specialist. This role involves managing... ...a salary between $60,000 and $80,000 annually, along with flexible PTO, equity, and comprehensive insurance benefits. Work from anywhere...Remote jobFlexible hoursEmployment Equity- ...seeking a Service of Process Specialist to join their remote team. The ideal candidate will have experience in... ...customer communication. This position offers flexible PTO, health benefits, and potential for equity. If you thrive in fast-paced environments and wish...Remote jobFlexible hoursEmployment Equity
$22 - $23 per hour
...selected candidate must be flexible and willing to be... ...Providing options for remote work and flexible scheduling... ...around diversity, equity inclusion and belonging... ...aligning company goals with employees' personal values... ...expert by offering optimal financial solutions to members to...Remote workFlexible hoursEmployment EquityInterim role- ...professionals who aren't content with the status quo - people who... ...50% regional travel)Flexible with creative problem-solving... ...Benefits Competitive salary Equity Healthcare PTO Retirement Learning budget Parental... ...Wellness Visa/relocation Remote flexibility Stipends Bonus/...Remote workFlexible hoursEmployment EquityRelocation
$110k - $130k
...types Annual Bonus Financial Planner - Hybrid schedule:... ..., CT seeks a CFP-level Financial Planner... ...to join directly with the Founder/CEO,... ...remainder of the week remote Competitive... ...0, with long‑term equity and revenue‑sharing... ...upside, unlimited PTO Entrepreneurial culture...Remote workEmployment EquityFull timeWork at office$18 - $20 per hour
...Job Title: Patient Financial Representative Location... ...2 weeks in AH then remote. In office rotation... ...in the Midwest—with 2,000+ team members... ...manageable caseloads, flexible schedules, and... ...and Life Insurance PTO and Paid Holidays Responsibilities... ...skillset, internal equity, schedule and/or...Remote workFlexible hoursEmployment EquityHourly payFull timeTemporary workWork at office- ...Senior Financial Planner Tired of traditional financial... ...is the fast, flexible, holistic wealth management... ...will partner with our product team... ...Planner (CFP), Certified Public... ...Enrolled Agent (EA), Equity Compensation Associate... ...select employees ~ PTO ~ Top of Market...Flexible hoursEmployment EquityWork at officeRelocationMonday to Friday
$25 - $28 per hour
...and a personal banker, with an emphasis on providing comprehensive financial services to customers. This... ...personal loans and home equity lines of credit. Conduct... ...health savings accounts flexible spending accounts Visit... ...opportunities - both remote and onsite in Arizona, Colorado...Remote workFlexible hoursEmployment EquityTemporary workWork at officeLocal areaImmediate start$100k - $220k
...through personalized financial planning,... ...guidance aligned with each client’s... ...insurance, and equity incentive advice... ...or advisory. CFP®, CFA®, CPA, or... ...& Time Off: A flexible vacation policy... ...Certified Financial Planner (CFP) via... ...expenses (for remote employees). If...Remote workFlexible hoursEmployment EquityFull timeWork at office- ...value chain - from financial planning,... ...security of private equity backing. It’s an inspiring... ...in speaking with individuals based... ...who wish to work remote. The main purpose... ...from the Financial Planner, in accordance with... ...Programme And lots of flexible benefits to choose...Remote jobFlexible hoursEmployment EquityWork at officeTrial period
$20 per hour
...Experience in the financial industry is key. Soft... ..., comfortable with answering phones. Positive... .... MUST HAVE REMOTE EXPERIENCE OR UNDERSTAND... .... This is not a flexible schedule role. Additional... ...location, internal equity, and other... ...* Time Off/Leave (PTO, Vacation or Sick Leave...Remote workFlexible hoursEmployment EquityContract workTemporary work$70k - $85k
...responding to inquiries, and coordinating with various teams and vendors. The ideal candidate... ...a salary between $70,000 and $85,000, equity, and comprehensive benefits. Flexible work options are available, including remote work on Fridays. #J-18808-Ljbffr iCapital...Remote jobFlexible hoursEmployment Equity$82k - $139k
...and grow your career with us. About this... ...Rowe Price Senior Financial Advisor, you will develop... ...skills CFP® designation - Required... ...advisory capacity Work Flexibility This role is eligible for remote work up to two days... ...Commitment to Diversity, Equity, and Inclusion We...Remote workFlexible hoursEmployment EquityWork experience placementLocal area2 days per week$80k - $105k
...dynamic team as a Financial Planner . This individual... ...professional with strong analytical... ...planning software CFP® or PFS designation... ...funding strategies, equity compensation (ISOs... ...health savings, flexible spending, and dependent... ...is a full-time remote position. Our...Remote workFlexible hoursEmployment Equity16 hoursFull timeWork at officeLocal areaMonday to Friday- ...scale. This role suits someone who enjoys troubleshooting, learning new technologies, and collaborating across teams. You\'ll support remote and hybrid employees across multiple time zones and contribute to IT projects and security documentation. #J-18808-Ljbffr...Remote jobFlexible hoursEmployment Equity
- ...Receptionist to own the end-to-end vision and roadmap for our client communication AI suite. You will balance autonomous AI interactions with human handoffs, shaping how conversations stay coherent across channels and improve business outcomes. You will drive metrics,...Remote jobFlexible hoursEmployment Equity
- ...seeking a Design Engineer who designs and codes, blending UI/UX with engineering to shape a scalable product used by thousands weekly... ...collaborate with Product Engineers to deliver polished interfaces and flexible components that support fast iteration. You’ll work on...Remote jobFlexible hoursEmployment Equity
- ...robust pipelines, maintain a SOC2-compliant data warehouse, and collaborate with Analytics, Finance, Security, and ML teams. A strong mentorship vibe and startup mindset are valued in our remote-first setup. You will work with Dagster and dbt to orchestrate pipelines...Remote jobFlexible hoursEmployment Equity
$25 - $27 per hour
...and contributions. Flexible Work Arrangements: Providing options for remote work and flexible scheduling... ...around diversity, equity inclusion and belonging... ...aligning company goals with employees' personal values... ...and achievement of financial well-being. Demonstrates...Remote workFlexible hoursEmployment EquityHourly pay$80k - $90k
...Salesberry Group (SG) is a financial, people, and... ...trust and will operate with a flexible mindset that allows Salesberry... ...managing for a remote team environment Demonstrated... ...3 weeks of accrued PTO, 13 paid holidays, and... ...to Diversity, Equity, and Inclusion Salesberry...Remote workFlexible hoursEmployment EquityFull timeTemporary workSummer holidayHome officeVisa sponsorshipWeekend work$90k - $125k
Position Title: Financial Planner Salary: $90,000-$125... ...growing client base with over $1.2 billion... ...in a remote environment after... ...currently working toward CFP certification (completed... ...year & Annual bonus Flexible hybrid work... ...options Flexible PTO policy, including...Remote workFlexible hours- ...redefining finance teams, seeks an HR/People Operations leader in a remote-first role. You will own end-to-end employee lifecycle... ...payroll, and shape HR policies and communications. You will partner with Finance on payroll and audits and serve as the primary contact for...Remote jobFlexible hoursEmployment Equity
- ...engine across paid, outbound, community, and field channels. You’ll report directly to the founder/CEO and join a lean, high‑impact team with real ownership and a direct line to strategy. This hands‑on role builds sequences, optimizes ads, runs events, and aligns with sales...Remote jobFlexible hoursEmployment Equity
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