CFP Leader & Principal Director, Financial Planning Remote

Posted yesterday

facetBrooklyn (NY)

Financial Managers Portfolio Management and Investment Advice

SENIORITY

Manager

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About the role

Facet is seeking a senior CFP leader who will steer a pod of financial planners and serve as the internal expert for a key planning domain. The role partners with Product, Marketing, and Compliance to ensure our tools and client communications reflect real planning scenarios. They will also maintain a select client book to pilot new ideas and model best practices for the team. The ideal candidate has CFP designation, 10+ years of comprehensive planning, and 5+ years of leadership experience,

Before you apply

Applying takes about a minute. These four things decide how fast it moves after that.

Your profile is current

It's what we read first. Occupations, seniority and locations matter more than a long history.

Two examples you can talk through

Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.

A number in mind

What you're on now and what would make you move. We negotiate better when we know both.

Your notice period

Employers plan around it, and it's the question that stalls offers most often.

Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.