About this role
Lead Planner at Facet. Location: United States. Role: conduct sessions, own planning, build relationships Requirements: CFP designation; 15+ years member-facing financial planning; MST/PST location preferred; strong written/interpersonal skills; flexible hours for member meetings; proficient with in-house software; excellent time/calendar management. Category: Finance and Accounting Seniority: Senior Level Tools: AI tools, financial planning software Certifications: cfp Commitment: Full Time Workplace: Remote Languages: English