规划主任
Principal Director, Planning
公司简介
Facet 于 2016 年成立，我们坚信客观、个性化的财务建议是过上好生活的关键。我们的使命是通过提供新的建议标准，帮助人们过上更加充实的生活。我们取消了资产门槛，提供全面的规划，远远超越投资，解决金钱对生活方方面面的影响。我们的 CFP® 专业团队是服务的核心，由我们一流的支援团队和专有技术平台赋能。这种模式使 Facet 能够将建议融入会员的整个财务图景，仅需可负担的固定会员费。
我们对创新和会员成功的承诺获得了全国性认可，包括被 USA TODAY 评为 2025 年最佳财务咨询公司第一名，并入选 Newsweek 2025 年美国顶级财务咨询公司名单。我们拥有 A+ BBB 评级和 Trustpilot“优秀”评分（截至 2025 年 9 月 16 日），我们自豪地为我们的会员和团队重新定义行业标准。
职位简介
这是一个为有经验的 CFP® 领导者设计的领导职位，希望保持与会员的联系同时推动公司整体影响。该职位将负责一个高绩效的财务规划小组，作为关键业务领域的内部专家，并直接与产品、市场和合规团队合作。他们还将管理一个小型、精选的会员群体，人数在 25-35 人之间，用于试点新想法并为团队树立最佳实践典范。
职责描述
· 指导一支专业的 CFP® 团队，辅导他们在技术掌握和财务规划的人文方面——帮助他们建立深厚的信任并提供清晰、可操作的建议。
· 作为特定规划领域的内部负责人和权威，将团队的专业知识转化为可扩展的框架、教学工具和全公司范围的最佳实践。
· 在与产品、工程、市场和合规团队的跨职能讨论中担任财务规划的代表，确保我们的工具和客户沟通符合实际规划的现实情况。
· 管理一个包含 25-35 个客户关系的小型客户群（约 15% 的时间），测试新的实践计划，进行现场演示会议，并保持对会员体验的理解。
我们寻找的人选
· 必须持有 CFP® 认证。
· 具有 10 年以上的全面财务规划经验，以及 5 年以上的直接领导经验
查看英文原文
Company Description
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.
About the Role
This is a leadership role built for an experienced CFP® leader who wants to stay connected to members while driving company-wide impact. This person will direct a high-performing pod of financial planners, serve as the internal subject matter expert for a key practice area, and partner directly with the Product, Marketing, and Compliance teams. They will also maintain a small, select member practice of 25–35 members to pilot new ideas and model best practices for their team.
Requirements
What You’ll Do
- Guide a dedicated team of CFP® professionals, coaching them on both technical mastery and the human side of financial planning—helping them build deep trust and deliver clear, actionable advice.
- Serve as the internal lead and authority on a specific planning domain, turning your team's expertise into scalable frameworks, teaching tools, and firm-wide best practices.
- Serve as the lead Planning representative in cross-functional discussions with Product, Engineering, Marketing, and Compliance to ensure our tools and client communications match actual planning realities.
- Manage a small book of 25–35 client relationships (~15% of time) to test new practice initiatives, run live demonstration sessions, and keep an understanding of the member experience.
What We’re Looking For
- CFP® designation required.
- 10+ years of comprehensive financial planning experience, along with 5+ years of direct leadership experience guiding high-performing planning teams.
- Demonstrated ability to turn complex planning concepts into simple, practical frameworks that scale across an organization.
- Exceptional communication and interpersonal skills, with a proven track record of resolving complex organizational challenges constructively and diplomatically.
Benefits
- Competitive base salary + bonus determined by the experience, knowledge, skills, and abilities of the applicant.
- Equity (ISOs): it is important to us that all employees are shareholders in our mission.
- 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.
*Facet was ranked #1 Best Financial Advisory Firm 2025 by USA TODAY in April 2025 who partnered with Statista to rank the top 500 RIAs. Recommendations were collected via an independent survey among over 30,000 individuals. self-recommendations were prohibited, and no compensation was provided for the ranking. Facet has been Accredited with the Better Business Bureau® since June 2025, and as of February 2026 holds an A+ BBB Rating. This Accreditation does not imply BBB approval or endorsement. Plant-A Insights Group and Newsweek partnered to identify America's Top Financial Advisory Firms 2025. This analysis was performed with data as of September 2024 and reviewed over 15,000 financial advisories registered with the SEC. These rankings prepared by Plant-A reflect editorial content and no compensation was provided by Facet in connection with America's Top Financial Advisory Firms 2025. As of February 25, 2026; Facet has a 4.8 star rating with TrustPilot.com. TrustPilot uses a formula for calculation that considers three factors: time span, frequency, and Bayesian average. After the calculation, a TrustScore is then visualized into a star rating from 1 to 5 stars, including half stars. Facet’s star rating is calculated from reviews from January of 2022 to present day. Daily star rating may fluctuate. Companies on Trustpilot aren't allowed to offer incentives or pay to hide reviews and Facet has not made any payments in offer or receipt of any reviews.
Originally posted on Himalayas