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.

Your Impact & Responsibilities

• Serve as the main operational liaison and guide across planners' first 90 days on the job.
• Own setup logistics and administrative readiness for rolling cohorts of ongoing hiring classes, eliminating cross-functional friction with key partners (e.g., IT, Operations, and Compliance.)
• Track early learning retention, tool adoption, and performance indicators throughout the first 90 days; deploy targeted interventions early for lagging indicators.
• Execute structured handoffs and provide Planning Leaders with clear visibility into new hire readiness, strengths, and ongoing coaching needs.

• Operationalize and facilitate career path training modules 
• Run targeted upskilling modules and practice drills designed to prepare planners to transition seamlessly across career tiers (e.g., Associate Planner to Financial Planner).
• Facilitate regular training sessions and practice drills to elevate total financial planning mastery across existing planner cohorts.

• Train planning leaders on effective practice drills and 1:1 coaching frameworks 
• Collect real-time feedback from new hires and leaders to iterate, refine, and optimize enablement playbooks and identify curriculum gaps.

Requirements

• Certified Financial Planner (CFP®) designation.
• 5–8+ years of experience in enablement, onboarding operations, or advisor development within financial services, fintech, or fast-paced environments.
• Demonstrated experience training financial planners and facilitating career progression programs.
• Deep understanding of core financial planning concepts, advisor workflows, and practice management.
• Agile mindset with proven capability to identify gaps in training programs, propose solutions, test instructional methods, and iterate rapidly.
• Highly comfortable using AI and modern tech tools to drive operational and learning efficiency.
• Strong project leader who can work independently and drive initiatives across cross-functional teams without needing direct reports. 
• Exceptional project management, communication, and problem-solving skills.
• Ability to travel for in-person training as needed.