Senior Planner, Training & Onboarding Manager

Job not on LinkedIn

🕒 September 18

🇺🇸 United States – Remote

💵 $135k - $165k / year

⏰ Full Time

🟠 Senior

🚀 Onboarding Specialist

👻 Ghost score 0%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Facet

WebsiteLinkedInAll Job Openings

201 - 500 employees

Founded 2016

We believe financial planning, when done right, is essential to living well. That’s why we created Facet. Our mission is to improve the lives of millions of Americans by offering impartial and invaluable financial advice and services at an affordable membership fee.

📋 Description

• Translate advice standards, career pathways, and AI-driven quality rubrics into practical onboarding programs, ongoing skill drills, and career progression modules • Partner 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 • Facilitate hands-on training for planners on Facet’s proprietary tech ecosystem and AI tools • Collaborate with Operations, Compliance, People, Planning Leadership, and other cross-functional leaders to enable successful onboarding • Own setup logistics and administrative readiness for rolling hiring cohorts • Track early learning retention, tool adoption, and performance indicators during the first 90 days • Deploy targeted interventions for lagging indicators • Execute structured handoffs and provide Planning Leaders with visibility into new-hire readiness, strengths, and coaching needs • Operationalize and facilitate career path training modules • Run upskilling modules and practice drills for transitions across career tiers • Facilitate regular training sessions and practice drills for existing planner cohorts • Train planning leaders on practice drills and 1:1 coaching frameworks • Collect feedback to refine 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

🏖️ Benefits

• Equity (ISO) • Flexible PTO • Medical, dental, and vision insurance • 401(k) with employer match • Short/long-term disability paid by Facet • Life insurance • Paid parental leave • Certification reimbursement programs • Wellness reimbursement programs • Work from anywhere in the US