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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in financial planning with a CFP® designation, strong leadership in guiding planning teams, and the ability to simplify complex concepts into scalable frameworks. Exceptional communication and interpersonal skills are essential for building trust and delivering actionable advice.
Highest-signal resume keywords
CFP® Designation10+ Years Financial Planning Experience5+ Years Leadership ExperienceComplex Concept SimplificationExceptional Communication Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft Skills
Interpersonal SkillsCoaching SkillsConflict Resolution
Certifications & Qualifications
CFP®
Industry Keywords
Financial PlanningClient Relationship ManagementBest Practices DevelopmentCross-Functional CollaborationOrganizational Challenges
About the role
Key responsibilities & impact- Guide a dedicated team of CFP® professionals through technical and interpersonal coaching
- Build trust and help planners deliver clear, actionable advice
- Serve as internal lead and authority on a specific planning domain
- Develop scalable frameworks, teaching tools, and firm-wide best practices
- Represent Planning in cross-functional discussions with Product, Engineering, Marketing, and Compliance
- Ensure tools and client communications reflect planning realities
- Manage a small book of 25–35 client relationships, approximately 15% of the time
- Test new practice initiatives, run live demonstration sessions, and maintain understanding of the member experience
Requirements
What you’ll need- CFP® designation required
- 10+ years of comprehensive financial planning experience
- 5+ years of direct leadership experience guiding high-performing planning teams
- Ability to turn complex planning concepts into simple, practical frameworks that scale across an organization
- Exceptional communication and interpersonal skills
- Proven track record of resolving complex organizational challenges constructively and diplomatically
Benefits
Comp & perks- Equity (ISOs)
- Flexible PTO
- Medical, dental, and vision insurance
- 401(k) with employer match
- Short and long term disability coverage paid by Facet
- Life insurance options
- Paid parental leave
- Certification reimbursement program
- Work from anywhere in the US
- Competitive base salary plus bonus determined by the applicant’s experience, knowledge, skills, and abilities