Senior Lead Financial Planner - Remote Retirement Coach
Philadelphia, Philadelphia County, Pennsylvania, 19117, USA
Listed on 2026-10-07
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Finance & Banking
Wealth Management, Financial Advisor / Consultant
Facet Wealth is seeking a Senior Lead Financial Planner to coach members through retirement planning in a remote US setting. You will deliver 4–6 virtual strategy sessions daily, own the full planning lifecycle, and leverage an AI-enabled tech stack to minimize administrative tasks while maximizing client impact.
You should bring a CFP designation, 15+ years of client-facing financial planning experience, and exceptional calendar management.
Are you ready to take on the Senior Lead Financial Planner
- Remote Retirement Coach role at Facet Wealth?
Our group is growing, and we are hiring a Senior Lead Financial Planner
- Remote Retirement Coach in United States.
This Full Time role is for the Senior Lead Financial Planner
- Remote Retirement Coach role at Facet Wealth.
We are seeking a motivated Senior Lead Financial Planner
- Remote Retirement Coach to join Facet Wealth in United States.
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