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Job description
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,
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Who can apply
Review the original listing for work authorization, qualifications and employer requirements.