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As a Lead Planner (CFP) at Facet, you will work directly with clients as their financial life coach, helping them to reach their financial goals.
We’re seeking a motivated, curious, and experienced financial planner to manage existing relationships. A book of business is not required.
Do you enjoy helping successful people with complex financial needs find the peace-of-mind they deserve? Do you live to serve? If so, we should tal...
Position Description The senior financial advisor will work alongside the firms other two advisors to deeply serve current clients while bringing n...