CFP Director, Planning & Team Coach
Listed on 2026-10-03
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Management
Project & Program Management -
Finance & Banking
Facet Wealth was founded to deliver objective, personalized financial advice at an affordable rate. As Director, Planning Team Lead, you will guide a pod of CFP-planners, coaching them to deliver high‑quality planning while connecting field insights to firm strategy.
You will balance leadership with hands-on planning for member outcomes. You’ll manage 50–100 members, run live training demos, and model productive routines across the team, enabling growth and exceptional member experiences
This Full Time opening is for the CFP Director, Planning & Team Coach role at Facet Wealth.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
Learn more about the CFP Director, Planning & Team Coach role in the description above.
We appreciate your interest in this position.
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