Principal Director, Planning

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.

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.