Lead Planner

Facet

Job Overview

Location

Remote

Salary

USD 135,000 - 160,000 annual

Employment Type

Full-time

Work Arrangement

Remote

Sector

Finance & Banking

Experience Level

Executive (12+ years)

Application Deadline

May 3, 2026

About the Company

Facet was founded in 2016 with a clear vision: to make objective, personalized financial advice accessible to everyone. The company's mission is to empower individuals to lead more fulfilling lives by setting a new standard in financial guidance.

By eliminating asset minimums, Facet offers comprehensive financial planning that extends beyond investments to encompass all aspects of a client's financial life. Their team of Certified Financial Planner (CFP®) professionals is supported by cutting-edge technology and dedicated support staff, enabling them to provide holistic advice for an affordable, flat membership fee.

Facet has garnered significant industry recognition, including being named the #1 Best Financial Advisory Firm in 2025 by USA TODAY and appearing on Newsweek’s list of America's Top Financial Advisory Firms 2025. With an A+ rating from the Better Business Bureau and an "Excellent" score on Trustpilot, Facet is actively redefining the financial advisory landscape for both its members and its employees.

Job Description

Facet is revolutionizing financial planning by offering objective, personalized advice to empower individuals to live more enriched lives. We are seeking a Lead Planner to guide members aged 55+ through their retirement transition, focusing on comprehensive financial life coaching.

In this role, you will conduct virtual strategy sessions, translate complex financial concepts into actionable plans, and manage the full planning lifecycle. You will own critical areas such as cash flow management, advanced investment strategies, tax planning, and integrated risk management, with a deep emphasis on pre-retiree and retiree-specific issues like Social Security, Medicare, and estate planning.

We offer a unique opportunity to focus on member success without the traditional pressures of business development or commission chasing. Our proprietary technology and dedicated support ecosystem handle administrative burdens, allowing you to concentrate on building meaningful relationships and providing exceptional guidance. Join a dynamic, flat, and non-hierarchical structure that fosters collaboration and growth as we redefine the financial advisory industry.

To apply for this role, click the Apply button on this page and follow the instructions.

Required Skills

CFP® designationFinancial PlanningRetirement PlanningInvestment StrategiesTax PlanningRisk ManagementSocial SecurityMedicareEstate PlanningClient Relationship ManagementTime ManagementCommunication Skills

Key Responsibilities

Conduct 4–6 virtual strategy sessions per day, translating technical complexities into actionable paths that align with members' long-term life goals and inciting action.
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.
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.
Provide confidence and reassurance in the plan through exceptional soft skills, expertly managing member emotions and adjusting communication style based on audience.
Effectively and ruthlessly manage your calendar to provide an organized experience while staying adaptable to the fast-paced energy of a scaling firm.

Qualifications

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

Benefits & Perks

$135,000 - $160,000 base salary + bonus determined by the experience, knowledge, skills, and abilities of the applicant
Equity (ISOs)
Flexible PTO
Medical, dental, and vision insurance
401(k) with employer match
Short and long term disability coverage (paid by Facet)
Life insurance options
Paid parental leave
Certification reimbursement program
Work from anywhere in the US

How to Apply

To apply for this role, click the Apply button on this page and follow the instructions.

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The financial planning industry is experiencing significant growth, driven by an increasing demand for personalized retirement strategies. This role is pivotal in guiding individuals aged 55+ through their transition into retirement, focusing on cash flow management, advanced investment strategies, tax planning, and integrated risk management. Expertise in Social Security claiming, Medicare options, pension and annuity coordination, and estate plan integration is crucial. The position emphasizes translating complex financial concepts into actionable plans, fostering deep trust in a remote setting, and managing member emotions to provide confidence and reassurance. Success hinges on exceptional time management and the ability to deliver an organized client experience within a fast-paced, scaling firm environment.