Facet
Senior Lead Financial Planner
United States · Senior
Sponsorship not specified$135k-$160kDetected 96 days ago
Cold OutreachTaxCommunicationTime ManagementAdaptability
About the role
- By removing asset minimums, we provide holistic planning that goes far beyond investments to address every way money impacts life.
- This model allows Facet to integrate advice into our members' entire financial picture-all for an affordable, flat membership fee.
- Our commitment to innovation and member success has earned national recognition, including being ranked the #1 Best Financial Advisory Firm 2025 by USA TODAY and named to Newsweek's list of America's Top Financial Advisory Firms 2025.
Responsibilities
- The Future of Financial Planning The Senior Lead Financial Planner role at Facet is unlike any other in the industry.
- We've built a proprietary, AI-enabled tech stack and a dedicated support ecosystem (Trading & Operations, Planner Support, and Member Experience) to take the administrative burden off your plate.
- You don't gather onboarding data or execute trades; you build relationships.
- Effectively and ruthlessly manage your calendar to provide an organized experience while staying adaptable to the fast-paced energy of a scaling firm.
- You can build deep connections quickly in a virtual environment.
- We are always looking to improve on building the best place for employees
Requirements
- A Tech Champion: You fully embrace technology and AI-driven tools to enhance your efficiency and the member experience.
- Adaptable & Organized: You are process-oriented but not afraid of the intensity and chaos that comes with disrupting a legacy industry.
Skills
- Exceptional soft skills to expertly provide confidence and reassurance in the plan.
Compensation
- $135k-$160k
Benefits
- Your Impact & Responsibilities As a Senior Lead Financial Planner, you will act as a financial life coach and guide for members aged 55+, helping them navigate the complex transition into and through retirement.
- $135,000 - $160,000 base salary + bonus determined by the experience, knowledge, skills, and abilities of the applicant - Please note, our salary ranges are based on current market data.
- CFP® designation MST or PST Location preferred 15+ years of member facing financial planning experience with a significant focus on pre-retirement and retirement planning.
Company info
- 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.
- Our team of CFP® professionals are at the core of our service and are empowered by our best-in-class support teams and proprietary technology platform.
- 16, 2025), we are proud to be redefining the industry for our members and our team alike.
- Should you feel strongly that we are not in line, we highly recommend you to reach out and let us know.
This listing is sourced directly from Facet's careers page and normalized into a canonical job model.