Senior Planner Training & Onboarding Manager

About Facet

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.

The Future of Planner Enablement

Acting as the key executor of Facet’s Planner Development team, the Senior Planner Enablement & Onboarding Manager translates advice standards, career pathways, and AI-driven quality rubrics into practical onboarding programs, ongoing skill drills, and career progression modules across the full planner lifecycle. 

What Makes This Role Different?
- Partner directly with the Senior Director to translate advice strategy, behavioral coaching frameworks, and career pathways into live, scalable training programs.
- Serve as the primary operational point of contact across a planner's first 90 days, equipping new hires with the tools and coordination needed to deliver objective, life-changing advice.
- Facilitate hands-on training for planners on Facet’s proprietary tech ecosystem and AI tools. 
- Work seamlessly across Operations, Compliance, People, Planning Leadership, and other cross functional leaders to enable a successful onboarding experience while training Team Leads on how to run weekly practice drills and 1:1 coaching frameworks.