Principal Director - Planning
About the job
- CFP designation is required.
- At least 10 years of comprehensive financial planning experience is required.
- At least 5 years of direct leadership experience guiding high-performing planning teams is required.
- 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.
- Guide a dedicated team of CFP professionals, coaching them on technical mastery and the human side of financial planning to help them build trust and deliver clear, actionable advice.
- Serve as the internal lead and authority on a specific planning domain, turning the team's expertise into scalable frameworks, teaching tools, and firm-wide best practices.
- Represent Planning as the lead in cross-functional discussions with Product, Engineering, Marketing, and Compliance to ensure tools and client communications reflect planning realities.
- Manage a small book of 25–35 client relationships, approximately 15% of the role, to test new practice initiatives, run live demonstration sessions, and maintain an understanding of the member experience.
About the company
Facet Wealth provides personalized and affordable financial planning services for individuals and families through a flat-fee membership. Clients pay a set fee for access to a team of Certified Financial Planner (CFP) professionals who deliver unbiased, holistic financial guidance across life events like starting a business, buying real estate, planning for a family, investments, and retirement, with no commissions or product sales. The flat-fee model and direct CFP access distinguish Facet Wealth from traditional advisors by removing hidden costs and conflicts of interest, offering transparent, comprehensive planning. The company aims to make professional financial planning accessible to more people and become a trusted, preferred choice in the financial advisory market.
Company Size
201-500
Company Stage
Late Stage VC
Total Funding
$263.2M
Headquarters
West Palm Beach, Florida
Founded
2016
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Simplify's Take
What believers are saying
- Facet launched tax preparation and filing for members in September 2025.
- Facet’s 2024 $35 million financing funded technology and expanded planning services.
- Facet’s 2025 downmarket push broadens employer and younger-customer acquisition beyond wealthy households.
What critics are saying
- Facet’s 2025 audited balance sheet shows only $6.2 million cash against expansion demands.
- Heavy 2024 debt financing from Multiplier Capital increases refinancing pressure by 2027.
- Charles Schwab, Vanguard Personal Advisor, and Human Interest target Facet’s mass-affluent downmarket niche.
What makes Facet Wealth unique
- Facet’s flat-fee planning model removes commission conflicts and asset-based pricing pressure.
- Facet added tax filing, estate planning, and direct indexing to one membership.
- Facet serves 24,000-plus members with $5 billion assets, unusual scale for subscription advice.
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Benefits
- Health Insurance
- Dental Insurance
- Vision Insurance
- Disability Insurance
- Life Insurance
- Parental Leave
- 401(k) Company Match
- Wellness Program
- Tuition Reimbursement
- Remote Work Options
- Company Equity
- Professional Certification Support