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,
#J-18808-LjbffrCFP Leader & Principal Director, Financial Planning Remote in northern at Unknown Company
This position is listed as full time and onsite.