Lead Planner

Facet

7h • $135,000 - $160,000 • Remote

About The Position

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 investments to address every way money impacts life. 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. 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. With an A+ BBB Rating and a Trustpilot “Excellent” score (as of Sept. 16, 2025), we are proud to be redefining the industry for our members and our team alike.
Why Facet? The Future of Financial Planning
The Lead Planner role at Facet is unlike any other in the industry. We’ve stripped away the "old way" of doing business—no cold calling, no commission-chasing, and no mountains of paperwork. We’ve created a role focused entirely on why you became a planner in the first place: to hone your craft and change lives.
What Makes This Role Different?
Sell Life Change, Not Products: We’ve eliminated the pressure of business development. You aren’t a salesperson for a fund; you are a catalyst for behavior change. Because we utilize a flat-fee model (not AUM-based), your advice is always objective. If a member should pay down debt instead of investing, that’s exactly what you’ll tell them.
Focus on the Member, Not Paperwork: 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.
Join a Movement: We operate with a "One Facet" mentality—a flat, non-hierarchical structure that eliminates silos. You aren't just joining a company; you’re joining a community of growth-seekers redefining an underserved industry.
Your Impact & Responsibilities
As a 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.

Requirements

• A Passionate Advocate: You love helping people reach their goals and thrive when working with a large volume of members.
• 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.
• A Relationship Builder: You can build deep connections quickly in a virtual environment.
• 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.
• Exceptional follow up and typing/written communication skills
• Excellent interpersonal skills and ability to build connections with members
• Flexibility with hours to accommodate member meetings 2 nights per week
• Excellent computer skills and the ability to learn in-house software and tools
• Exceptional time and calendar management skills – this is one of the biggest keys to success as a Facet planner

Responsibilities

• High-Impact Engagement: Conduct 4–6 virtual strategy sessions per day, translating technical complexities into actionable paths that align with your members' long-term life goals and inciting action.
• Comprehensive Execution: Take full ownership of the planning lifecycle—from cash flow management and advanced investment strategies to tax planning strategies and integrated risk management. Deeply focus on pre-retiree/retiree issues, including Social Security claiming, Medicare options, income source coordination (pensions, annuities), and estate plan integration.
• Relationship Management: Rapidly establish deep-seated trust in a remote environment, maintaining an organized and elite client experience within the dynamic, fast-paced energy of a scaling firm.
• Emotional Architect: Exceptional soft skills to expertly provide confidence and reassurance in the plan. Effectively manages member emotions and adjusts communication style based on audience.
• Elite Time Management: Effectively and ruthlessly manage your calendar to provide an organized experience while staying adaptable to the fast-paced energy of a scaling firm.

Benefits

• Equity (ISOs)
• Flexible PTO
• All the benefits: medical, dental, and vision insurance, 401(k) with employer match, short and long term disability coverage (paid by Facet), life insurance options and paid parental leave
• Certification reimbursement program
• Work from anywhere in the US

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed
• Number of Employees: 1-10 employees