Financial Services

Facet Wealth

Website
Financial Services

Facet Wealth

Website

About us

Facet Wealth

Facet Wealth is one of the fastest-growing national financial services companies. By providing each client with their own CFP® professional to integrate unbiased financial advice into every facet of their life, at an affordable subscription price, we’re creating financial planning as it should be.

Our work culture

At Facet Wealth, we pride ourselves on the quality of our team and the values that guide us. We believe in creating a safe space for open and honest conversations, being inclusive of all communities, and ensuring Facet is a place where everyone’s voice can be heard. We want to grow our team from a broad pool of diverse candidates so when it comes to recruiting, we specifically look for individuals of varying strengths, skills, backgrounds, and ideas because we know that our differences make us stronger as a whole. Ultimately, we believe this gives us a competitive advantage to better serve our clients and employees.

Option to work from home
Option to work from home
Sign language interpreters
Sign language interpreters
Allow a self-paced workload
Allow a self-paced workload
Service animals allowed
Service animals allowed
Provide an ergonomic workstation
Provide an ergonomic workstation
Accessible parking spot
Accessible parking spot
Ramp and/or elevator
Ramp and/or elevator
Flexible work and leave schedule
Flexible work and leave schedule
Accessible restroom
Accessible restroom
Sensitivity training for coworkers
Sensitivity training for coworkers
Accessible computer software
Accessible computer software
On-site counseling
On-site counseling
Screen reader software
Screen reader software
Fragrance-free workplace
Fragrance-free workplace

Our open positions

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Call Center Sales Manager

About The Role:

At Facet Wealth, we put the client above all else. As the Call Center Sales Manager you will live out this value each day as you work with prospects, helping them improve their lives by empowering them to reach their financial goals, both big and small. You will be responsible for creating an environment where every outbound agent has the knowledge and tools to be incredibly successful, and every prospect has a best-in-class interaction with your team(s).

Your Day-To-Day Responsibilities:

  • You will oversee all aspects of executing on our outbound sales strategy, including:
    • Recruit and develop an internal team of A players that consistently meet or exceed targets
    • Manage remote team(s) of agents and ensure our evolving strategy is replicated perfectly across all partnerships at all times
    • Deliver results with technology: be proficient in all sales enablement systems, contribute to tech stack strategy, and make constant recommendations for process improvement
    • Meet or exceed call targets every day, without exception
  • Partner with Analytics to develop superior operational reporting; understand how to interpret data and translate it into actionable sales insights
  • Maintain expert-level understanding of our sales initiatives and reinforce them at every opportunity
  • Understand which levers will influence and improve our sales process and make sound recommendations to the Head of Sales - your ideas should produce outstanding results
  • Host 1:1s with individual team members and deliver targeted, data-driven sales coaching
  • Maintain database of call recordings to monitor and track skill progression across all teams - when an agent doesn’t close, you understand why and what needs to be done
  • Be an expert on handling objections and know how to teach this skill to others
  • Understand how to exploit bright spots on your team(s) and promote exceptional talent
  • Be the source of truth for best practices in your field
  • Know how to change behavior: you consistently pull your low/moderate performers up
  • Design and implement appropriate disciplinary actions as needed; be a good steward of company resources and understand how to optimize them

Job Specific Requirements:

  • 3+ years of management experience in a call center environment
  • Available to work outside of standard business hours as necessary to perform your duties

Preferred Skills & Experience:

  • Superb communication, organizational, and client service skills
  • Ability to learn new systems and can quickly become self-sufficient within them

What We Offer:

  • Competitive salary and equity
  • Unlimited vacation: we trust you
  • All the benefits: medical, dental, and vision insurance, 401(k) with employer match, short and long term disability coverage (paid by Facet), life insurance options and paid maternity and paternity leave
  • Certification reimbursement program
  • Work from anywhere: our founders are big fans of distributed work

Why Working At Facet Wealth Is Awesome:

Facet Wealth is disrupting the wealth management industry. Our innovative technology and unique planner model allow us to deliver high quality financial planning services to the 33 million mass affluent households in the US. As a company, our goals are to help millions of Americans achieve their financial goals through high quality financial advice previously unavailable to them, build the next generation of financial planning and financial life management tools that redefine how wealth management services are delivered and create a company culture that is as fun as it is stimulating!

  • We’re here to deliver amazing client experiences. No matter the role at Facet, we are all 100% committed to excellence in service of our clients.
  • Every single member of our team needs to be an active participant in helping to improve and evolve our business. We strongly believe great ideas can come from anywhere.
  • Change is not only something we tolerate, but something we embrace. Transformative change is critical to our growth and success and we all thrive off of it.
  • Everyone belongs: bringing your authentic self to table is what makes you unique and thus Facet unique. We encourage you to be authentically yourself, every single day.

We believe in creating a safe space for open and honest conversations, being inclusive of all communities, and ensuring Facet is a place where everyone’s voice can be heard. At Facet Wealth, we specifically look for individuals of varying strengths, skills, backgrounds, and ideas. We believe this gives us a competitive advantage to better serve our clients and employees.

We hire candidates of any race, color, ancestry, religion, sex, national origin, sexual orientation, gender identity, age, marital or family status, disability, Veteran status, and any other status. Facet Wealth is proud to be an Equal Opportunity Employer. If you have a disability or special need that requires accommodation, please let us know.

Apply Now
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Sr. Client Success Manager

**This is a remote role**

About The Role:

As a Sr. Client Success Manager, you will be responsible for working directly with our amazing clients to bring them onboard at Facet Wealth. Our onboarding process allows you to share Facet’s mission and how working with Facet can be actually life-changing. You will be responsible for conveying Facet’s planning pillars and why we, as a firm, believe that human advisors (who also happen to be incredible and knowledgeable financial professionals) are the key to true, quality, actionable guidance.

With that said, we are looking for people that:

  • Love helping people reach their financial goals and are passionate about providing an amazing client experience
  • Have sales experience and thrive on bringing new clients on board
  • Are innovative and always looking for more effective ways to engage with clients and move Facet’s mission forward
  • Are process-oriented and diligent (coordinating and running lots of outreach processes)

Your Day-To-Day Responsibilities:

  • Work directly with clients via videoconference, phone and email.
  • Act as a first step in helping potential clients achieve their goals by explaining Facet’s planning process and managing expectations of both Lead Planners and clients
  • Professionally and objectively help potential clients understand how custom financial planning and working with our Lead Planners can enhance their quality of life
  • Assist in translating your experience with potential clients to Lead Planners for a smooth transition to the planning process

Job Specific Requirements:

  • 3+ years of financial sales experience

Preferred Skills & Experience:

  • Ability to work weekends as needed
  • Background and experience in the financial services industry; knowledge of key financial, investment and risk management concepts
  • Excellent written and verbal communication skills
  • Superior interpersonal, organizational, and client service skills
  • Client first attitude, professional demeanor, personal integrity and an understanding of fiduciary responsibility
  • Willingness to work independently with guidance and oversight from a team coach
  • Excellent computer skills along with the ability to learn in-house software and tools

Benefits & Compensation:

  • $60,000 base salary + $40,000 uncapped target bonus
  • Internal Equity
  • Unlimited PTO
  • All the benefits: medical, dental, and vision insurance, 401(k) with employer match, short and long term disability coverage (paid by Facet), life insurance options and paid maternity and paternity leave
  • Certification reimbursement program
  • Work from anywhere in the US

Why Working At Facet Wealth Is Awesome:

Facet Wealth is disrupting the wealth management industry. Our innovative technology and unique planner model allow us to deliver high quality financial planning services to the 33 million mass affluent households in the US. As a company, our goals are to help millions of Americans achieve their financial goals through high quality financial advice previously unavailable to them, build the next generation of financial planning and financial life management tools that redefine how wealth management services are delivered and create a company culture that is as fun as it is stimulating!

  • We’re here to deliver amazing client experiences. No matter the role at Facet, we are all 100% committed to excellence in service of our clients.
  • Every single member of our team needs to be an active participant in helping to improve and evolve our business. We strongly believe great ideas can come from anywhere.
  • Change is not only something we tolerate, but something we embrace. Transformative change is critical to our growth and success and we all thrive off of it.
  • Everyone belongs: bringing your authentic self to table is what makes you unique and thus Facet unique. We encourage you to be authentically yourself, every single day.

We believe in creating a safe space for open and honest conversations, being inclusive of all communities, and ensuring Facet is a place where everyone’s voice can be heard. At Facet Wealth, we specifically look for individuals of varying strengths, skills, backgrounds, and ideas. We believe this gives us a competitive advantage to better serve our clients and employees.

We hire candidates of any race, color, ancestry, religion, sex, national origin, sexual orientation, gender identity, age, marital or family status, disability, Veteran status, and any other status. Facet Wealth is proud to be an Equal Opportunity Employer. If you have a disability or special need that requires accommodation, please let us know.

Apply Now
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Recruiter

**This is a remote role based anywhere in the US**

About The Role:

Facet Wealth is looking for an experienced, innovative, and motivated Recruiter to help scale our rapidly growing team. As a part of the recruiting team, you will be responsible for owning all aspects of the recruitment process across all business functions and levels of the organization.

Your Day-To-Day Responsibilities:

  • Act as the main point of contact for incoming candidates and guiding them through the interview process
  • Source, attract, and hire diverse talent for all open positions; with an initial focus on recruiting a high volume of CFP® candidates and sales professionals
  • Manage JazzHR ATS and LinkedIn recruiting processes
  • Strategize with managers to determine ideal candidate profiles
  • Build recruiting pipelines that support Facet’s diversity, equity, and inclusion initiatives
  • Leverage internal talent and leadership team as a recruiting resource
  • Actively search for lucrative career and job fair opportunities and represent Facet at these events
  • Conduct initial resume and phone screens
  • Collaborate with hiring managers during the offer process, identify and recommend salary ranges, incentives, start dates, and other pertinent details as well as extending the offer

Job Specific Requirements:

  • 5+ years of full cycle recruiting experience in an agency or corporate setting
  • Experience with LinkedIn Recruiter
  • Experience sourcing across different job board platforms
  • Experience using JazzHR or other comparable ATS

Preferred Skills & Experience:

  • Proficient with Google suite and comfortable with technology
  • Superb attention to detail and organization skills
  • Strong oral and written communication skills
  • Experienced with building and maintaining a pipeline of eligible candidates for future open positions
  • Ability to influence and drive results in a fast-paced environment
  • Ability to use innovative techniques to attract and recruit diverse talent
  • Familiar with laws, regulations, and best practices applicable to hiring and recruitment
  • Experience recruiting in the financial services industry or have prior experience recruiting financial professionals

Benefits & Compensation:

  • $65,000-$75,000 salary (salary to be determined by the experience, knowledge, skills, and abilities of the applicant, as well as alignment with market data)
  • Equity
  • Unlimited PTO
  • All the benefits: medical, dental, and vision insurance, 401(k) with employer match, short and long term disability coverage (paid by Facet), life insurance options and paid maternity and paternity leave
  • Certification reimbursement program
  • Work from anywhere in the US

Why Working At Facet Wealth Is Awesome:

Our mission is to empower people to live more enriched lives by delivering a new standard of financial advice. We’re here to deliver amazing client experiences by making financial planning as it should be. No matter the role at Facet, we are all 100% committed to excellence in service of our clients. Every single member of our team is an active participant in helping to improve and evolve our business.

We believe in creating a safe space for open and honest conversations, being inclusive of all communities, and ensuring Facet is a place where everyone’s voice can be heard. At Facet Wealth, we specifically look for individuals of varying strengths, skills, backgrounds, and ideas. We believe this gives us a competitive advantage to better serve our clients and employees.

Apply Now
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Financial Analyst

**This is a remote role based anywhere in the US**

About The Role:

Facet is looking for a Financial Analyst with a strong background in economic analysis and financial modeling. Reporting to the Director of Finance, this individual will have a critical role in maintaining budgets and financial plans for the company and individual departments. You will analyze data, do research on and help to look at the business through a financial lens. This individual will build models to help the finance and management teams understand economic implications of strategic decisions in a fast growing company. Our business is ever changing and will require the candidate to be flexible and open-minded.

Your Day-To-Day Responsibilities:

  • Work with Director of Finance to model the business
  • Work with the Director of Finance and department heads throughout the company to translate complex operating models into a consolidated cash flow model
  • Support the management team in the production of ad hoc presentations for the Board of Directors, as well as current and potential investors
  • Work with the Director of Finance and Accounting team to understand the day-to-day finance workings of the business to help build budgets and plans
  • Assist with research on the competitive landscape
  • Help to provide strategic thought leadership and analysis that identify meaningful trends and opportunities across the business
  • Provide ad hoc financial and business decision support on numerous revenue and marketing initiatives, return on investment analyses and/or other assigned projects
  • Provide support to management team as we move toward our next level of venture financing

Job Specific Requirements:

  • 2+ years of proven analytical experience in a FP&A, investment banking, corporate finance or strategic finance role, preferably a high-growth startup
  • Advanced Excel and financial modeling skills specifically macros, pivot tables, scenario analysis and a logical process for approaching complex problems through a spreadsheet
  • Available to work more than 40 hours per week and weekends as needed to make Board of Directors and fundraising deadlines

Preferred Skills & Experience:

  • You have a very strong understanding of corporate finance, economics, business operations and forensic and practical accounting
  • You are exceptional at presenting numbers in consumable form - you can translate complex financial and business metrics into digestible graphic or narrative form
  • You are rigorously detail-oriented, always check your work and take pride in producing exceptional deliverables
  • You may have spent the last couple of years in an analyst role where you nailed the finance basics and are ready for a new challenge in an operating business - you’re ready to help build something great
  • You have demonstrated success in cross-functional collaboration
  • You have the ability to work independently to own and drive projects
  • You are motivated to learn about all aspects of a high-growth business
  • You’re looking to get in on the ground floor of an exciting startup with a proven leadership team

Benefits & Compensation:

  • $70,000 base salary + $3,000 target bonus
  • Equity
  • Unlimited PTO
  • All the benefits: medical, dental, and vision insurance, 401(k) with employer match, short and long term disability coverage (paid by Facet), life insurance options and paid maternity and paternity leave
  • Certification reimbursement program
  • Work from anywhere in the US

Why Working At Facet Wealth Is Awesome:

Facet Wealth is disrupting the wealth management industry. Our innovative technology and unique planner model allow us to deliver high quality financial planning services to the 33 million mass affluent households in the US. As a company, our goals are to help millions of Americans achieve their financial goals through high quality financial advice previously unavailable to them, build the next generation of financial planning and financial life management tools that redefine how wealth management services are delivered and create a company culture that is as fun as it is stimulating!

  • We’re here to deliver amazing client experiences. No matter the role at Facet, we are all 100% committed to excellence in service of our clients.
  • Every single member of our team needs to be an active participant in helping to improve and evolve our business. We strongly believe great ideas can come from anywhere.
  • Change is not only something we tolerate, but something we embrace. Transformative change is critical to our growth and success and we all thrive off of it.
  • Everyone belongs: bringing your authentic self to table is what makes you unique and thus Facet unique. We encourage you to be authentically yourself, every single day.

We believe in creating a safe space for open and honest conversations, being inclusive of all communities, and ensuring Facet is a place where everyone’s voice can be heard. At Facet Wealth, we specifically look for individuals of varying strengths, skills, backgrounds, and ideas. We believe this gives us a competitive advantage to better serve our clients and employees.

We hire candidates of any race, color, ancestry, religion, sex, national origin, sexual orientation, gender identity, age, marital or family status, disability, Veteran status, and any other status. Facet Wealth is proud to be an Equal Opportunity Employer. If you have a disability or special need that requires accommodation, please let us know.


Apply Now
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Associate Planner

**This is a remote role**

About The Role:

As an Associate Planner, you will be part of the Facet family and a key player in helping our planners deliver incredible comprehensive financial life management to our clients. In this role, you will collaborate with an awesome team of planners, supporting the work they do and contribute to the delivery of an unparalleled client experience (you should see our NPS scores!).

With that said, there are some bright lines about what it means to work here:

  • Your job is to provide our planners the communication and tasks they need to do their best for our clients. You’ll be focused on supporting a team of lead planners by helping them manage their practice which includes organizing client information, following up with clients, and making preliminary recommendations, you will work in an exciting and collaborative team environment with motivated and dedicated team members.
  • We will never ask you to develop business or sell on our behalf. We ask our planning team to do three things: as a paraplanner, be a part of our client’s Facet team, enabling planners to provide our clients with world-class service, and always act in the best interest of our clients.

Your Day-To-Day Responsibilities:

  • Directly support a team of lead planners working remotely across the country
  • Help prepare lead planners for client meetings, including collecting, organizing and synthesizing client data within a financial planning context.
  • Assist lead planners in managing their practice more effectively by reaching out to clients to schedule meetings.
  • Work with team members to complete follow-up tasks from client meetings, including but not limited to investment management tasks and / or coordinating work.
  • Handle some client service responsibilities, including but not limited to conducting account reviews and addressing client related communications.
  • Provide lead planners with client asset management solutions, including but not limited to review of client portfolios, strategies for assets under management, recommendations for client accounts, or ensuring beneficiaries on accounts.
  • Partner with operations team members to manage all client account operational items including but not limited to submitting requests for account paperwork, initiating and tracking transfers and account funding, service requests, and client online account access.
  • Provide direct client support to clients around navigating the Facet portal on the client’s side to enter information or upload files.

Job Specific Requirements:

  • CFP® designation
  • Bachelor’s degree or higher

Preferred Skills & Experience:

  • Excellent written and verbal communication skills
  • Superior interpersonal, organizational, and client service skills
  • Client first attitude, professional demeanor, personal integrity and an understanding of fiduciary responsibility
  • Background and experience in the financial services industry; knowledge of key financial, investment, and risk management concepts
  • Excellent computer skills along with the ability to learn in-house software and tools
  • Dedicated to developing a career in the financial services industry with the potential for advancement within the company

Benefits & Compensation:

  • $70,000 yearly salary
  • Internal Equity
  • Unlimited PTO
  • All the benefits: medical, dental, and vision insurance, 401(k) with employer match, short and long term disability coverage (paid by Facet), life insurance options and paid maternity and paternity leave
  • Certification reimbursement program
  • Work from anywhere in the US

Why Working At Facet Wealth Is Awesome:

Facet Wealth is disrupting the wealth management industry. Our innovative technology and unique planner model allow us to deliver high quality financial planning services to the 33 million mass affluent households in the US. As a company, our goals are to help millions of Americans achieve their financial goals through high quality financial advice previously unavailable to them, build the next generation of financial planning and financial life management tools that redefine how wealth management services are delivered and create a company culture that is as fun as it is stimulating!

  • We’re here to deliver amazing client experiences. No matter the role at Facet, we are all 100% committed to excellence in service of our clients.
  • Every single member of our team needs to be an active participant in helping to improve and evolve our business. We strongly believe great ideas can come from anywhere.
  • Change is not only something we tolerate, but something we embrace. Transformative change is critical to our growth and success and we all thrive off of it.
  • Everyone belongs: bringing your authentic self to table is what makes you unique and thus Facet unique. We encourage you to be authentically yourself, every single day.

We believe in creating a safe space for open and honest conversations, being inclusive of all communities, and ensuring Facet is a place where everyone’s voice can be heard. At Facet Wealth, we specifically look for individuals of varying strengths, skills, backgrounds, and ideas. We believe this gives us a competitive advantage to better serve our clients and employees.

We hire candidates of any race, color, ancestry, religion, sex, national origin, sexual orientation, gender identity, age, marital or family status, disability, Veteran status, and any other status. Facet Wealth is proud to be an Equal Opportunity Employer. If you have a disability or special need that requires accommodation, please let us know.

Apply Now
Thank you! Your submission has been received!
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Estate Planning Specialist

**This is a remote role**

About The Role:

As an Estate Planning Specialist you will be the subject matter expert on estate planning for Facet’s clients. You will not only be responsible for coordinating Facet’s estate planning document preparation program, but you will also be a part of our frontline team that keeps our company on the cutting edge of the financial services industry by coordinating a learning center to broaden the team's estate planning advice skillset as a whole.

Your Day-To-Day Responsibilities:

  • Process 3 - 5 estate planning case briefs per day
  • Research estate planning issues to develop effective solutions
  • Coordinate with the Head of Planning on all aspects of estate planning as it relates to the Facet Way of financial planning
  • Collaborate with the Head of Product to improve Facet’s estate planning tool infrastructure
  • Assist in building and managing internal teams to scale preparation of estate planning services
  • Preparation of Wills, AHDs, PoAs, Trusts, etc.
  • Support requests and questions from teammates and clients.

Job Specific Requirements:

  • 3+ years experience in estate planning and probate law
  • J.D. degree from an ABA-approved law school and be an active member in good standing of the Bar
  • Experience preparing estate planning documents such as wills and trusts
  • Advanced knowledge of life insurance trusts, guardianships, estate planning, fiduciary income tax preparation and asset distribution
  • Advanced knowledge of trust funding including preparing deeds, assignments and change of account ownership

Preferred Skills & Experience:

  • Ability to handle multiple client engagements in a fast-paced environment.
  • Excellent written and verbal communication skills
  • Superior interpersonal, organizational, and client service skills
  • Client first attitude, professional demeanor, personal integrity and an understanding of fiduciary responsibility
  • Excellent computer skills along with the ability to learn in-house software and tools
  • Dedicated to developing a career in the financial services industry with the potential for advancement within the company

Benefits & Compensation:

  • $150,000 yearly salary
  • Internal Equity
  • Unlimited PTO
  • All the benefits: medical, dental, and vision insurance, 401(k) with employer match, short and long term disability coverage (paid by Facet), life insurance options and paid maternity and paternity leave
  • Certification reimbursement program
  • Work from anywhere in the US

Why Working At Facet Wealth Is Awesome:

Facet Wealth is disrupting the wealth management industry. Our innovative technology and unique planner model allow us to deliver high quality financial planning services to the 33 million mass affluent households in the US. As a company, our goals are to help millions of Americans achieve their financial goals through high quality financial advice previously unavailable to them, build the next generation of financial planning and financial life management tools that redefine how wealth management services are delivered and create a company culture that is as fun as it is stimulating!

  • We’re here to deliver amazing client experiences. No matter the role at Facet, we are all 100% committed to excellence in service of our clients.
  • Every single member of our team needs to be an active participant in helping to improve and evolve our business. We strongly believe great ideas can come from anywhere.
  • Change is not only something we tolerate, but something we embrace. Transformative change is critical to our growth and success and we all thrive off of it.
  • Everyone belongs: bringing your authentic self to table is what makes you unique and thus Facet unique. We encourage you to be authentically yourself, every single day.

We believe in creating a safe space for open and honest conversations, being inclusive of all communities, and ensuring Facet is a place where everyone’s voice can be heard. At Facet Wealth, we specifically look for individuals of varying strengths, skills, backgrounds, and ideas. We believe this gives us a competitive advantage to better serve our clients and employees.

We hire candidates of any race, color, ancestry, religion, sex, national origin, sexual orientation, gender identity, age, marital or family status, disability, Veteran status, and any other status. Facet Wealth is proud to be an Equal Opportunity Employer. If you have a disability or special need that requires accommodation, please let us know.


Apply Now
Thank you! Your submission has been received!
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CPA Taxation Specialist

**This is a remote role, based anywhere in the US**

About The Role:

As a Taxation Specialist you will be the subject matter expert on tax advice planning for Facet’s clients. You will not only be responsible for coordinating Facet’s tax preparation program, but you will also be a part of our frontline team that keeps our company on the cutting edge of the financial services industry by presenting & educating the internal team on tax planning opportunities and tax code changes.

Your Day-To-Day Responsibilities:

  • Process 10 tax advice case briefs per week
  • Research tax issues to develop effective tax planning solutions
  • Coordinate learning center to broaden team’s tax advice skillset as a whole
  • Coordinate with the Head of Planning on all aspects of tax advice as it relates to the Facet Way of financial planning
  • Assist in building and managing internal teams to scale preparation of tax returns for the client base
  • Preparation of individual, partnership, corporate & trust returns
  • Preparation of federal & state quarterly estimated payments
  • Support requests and questions from teammates and clients

Job Specific Requirements:

  • 7+ years experience leading a scaled tax prep solution
  • 7+ years experience in personal tax preparation and advice
  • CPA Designation
  • Advanced knowledge of different employee stock option plans (RSUs, ISOs, NSOs, etc)
  • Advanced knowledge of tax law and regulations, specifically how it impacts individuals

Preferred Skills & Experience:

  • CFP® Designation
  • Ability to identify tax issues as they arise
  • Ability to handle multiple client engagements in a fast-paced environment.
  • Excellent written and verbal communication skills
  • Superior interpersonal, organizational, and client service skills
  • Client first attitude, professional demeanor, personal integrity and an understanding of fiduciary responsibility
  • Excellent computer skills along with the ability to learn in-house software and tools
  • Dedicated to developing a career in the financial services industry with the potential for advancement within the company

Benefits & Compensation:

  • $150,000 yearly salary
  • Internal Equity
  • Unlimited PTO
  • All the benefits: medical, dental, and vision insurance, 401(k) with employer match, short and long term disability coverage (paid by Facet), life insurance options and paid maternity and paternity leave
  • Certification reimbursement program
  • Work from anywhere in the US

Why Working At Facet Wealth Is Awesome:

Facet Wealth is disrupting the wealth management industry. Our innovative technology and unique planner model allow us to deliver high quality financial planning services to the 33 million mass affluent households in the US. As a company, our goals are to help millions of Americans achieve their financial goals through high quality financial advice previously unavailable to them, build the next generation of financial planning and financial life management tools that redefine how wealth management services are delivered and create a company culture that is as fun as it is stimulating!

  • We’re here to deliver amazing client experiences. No matter the role at Facet, we are all 100% committed to excellence in service of our clients.
  • Every single member of our team needs to be an active participant in helping to improve and evolve our business. We strongly believe great ideas can come from anywhere.
  • Change is not only something we tolerate, but something we embrace. Transformative change is critical to our growth and success and we all thrive off of it.
  • Everyone belongs: bringing your authentic self to table is what makes you unique and thus Facet unique. We encourage you to be authentically yourself, every single day.

We believe in creating a safe space for open and honest conversations, being inclusive of all communities, and ensuring Facet is a place where everyone’s voice can be heard. At Facet Wealth, we specifically look for individuals of varying strengths, skills, backgrounds, and ideas. We believe this gives us a competitive advantage to better serve our clients and employees.

We hire candidates of any race, color, ancestry, religion, sex, national origin, sexual orientation, gender identity, age, marital or family status, disability, Veteran status, and any other status. Facet Wealth is proud to be an Equal Opportunity Employer. If you have a disability or special need that requires accommodation, please let us know.

Apply Now
Thank you! Your submission has been received!
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Full Stack Engineer

**This is a remote role based anywhere in the US**

About The Role:

At Facet Wealth, we put the client above all else. As a Full Stack Engineer at Facet Wealth, you will work with our Engineering & Product teams, playing a critical role in developing world class commercial software used by our lead planners & clients. Our goals are focused on developing a product to improve the financial lives of millions.

A successful candidate would be proficient in modern front and back end tools and development methodologies. As well as being interested in learning new languages, technology stacks, tackling large and complex problems, and the ability to work both independently and in a peer programming environment.

Tremendous growth potential exists at Facet - your growth opportunities are virtually unlimited. We are truly passionate about helping realize our team members’ potential through active mentorship. We value drive, ownership, and commitment as we grow our company.

Your Day-To-Day Responsibilities:

  • Collaborate with Product and Planners to define solutions to problems
  • Design, develop, and test code written in Golang and React and deployed to AWS
  • Estimate tickets in a ScrumBan process
  • Commit code constantly to Git/Bitbucket in a mainline development environment
  • Write all the tests. Frustrated about never having time for tests? Not at Facet
  • Pair program with other developers as desired
  • Participate in daily standups
  • Participate in weekly “Tech Stack Tuesdays” to learn new development skills and techniques
  • Participate in bi-weekly “Fast Fridays” focused on performance improvements in the app
  • Participate in in quarterly 3 day Hackathons and win fun prizes
  • Constant learning and personal growth

Job Specific Requirements:

  • Excited about learning new skills and working in a startup environment where change is normal
  • 2-5 years of full stack web development or related experience
  • Go, Java, .NET Core, Node.js, or other web-development framework
  • JavaScript experience, React.js is preferred
  • Relational databases experience, MySQL is preferred

Preferred Skills and Experience:

  • Experience with Golang and React
  • Experience with AWS: ECS, EC2, RDS, S3
  • Experience with the REST Architectural style
  • Experience with The Clean Architecture
  • Experience with Git, Bitbucket
  • Experience with frontend toolchains such as Webpack, Gulp, or Grunt
  • Experience with frontend testing tools and frameworks such as Mocha/Chai, BrowserStack, Puppeteer
  • Experience with automated testing (unit, integration, regression, performance)
  • Experience with responsive design and PWAs
  • Familiarity with Linux
  • Familiarity with Docker
  • Familiarity with FinTech APIs such as Plaid, Finicity, Yodlee, APEX, Orion

What We Offer:

  • Competitive salary and equity
  • Unlimited vacation: we trust you
  • All the benefits: medical, dental, and vision insurance, 401(k) with employer match, short and long term disability coverage (paid by Facet), life insurance options and paid maternity and paternity leave
  • Certification reimbursement program
  • Work from anywhere: our founders are big fans of distributed work

Why Working At Facet Wealth Is Awesome:

Facet Wealth is disrupting the wealth management industry. Our innovative technology and unique planner model allow us to deliver high quality financial planning services to the 33 million mass affluent households in the US. As a company, our goals are to help millions of Americans achieve their financial goals through high quality financial advice previously unavailable to them, build the next generation of financial planning and financial life management tools that redefine how wealth management services are delivered and create a company culture that is as fun as it is stimulating!

  • We’re here to deliver amazing client experiences. No matter the role at Facet, we are all 100% committed to excellence in service of our clients.
  • Every single member of our team needs to be an active participant in helping to improve and evolve our business. We strongly believe great ideas can come from anywhere.
  • Change is not only something we tolerate, but something we embrace. Transformative change is critical to our growth and success and we all thrive off of it.
  • Everyone belongs: bringing your authentic self to table is what makes you unique and thus Facet unique. We encourage you to be authentically yourself, every single day.

We believe in creating a safe space for open and honest conversations, being inclusive of all communities, and ensuring Facet is a place where everyone’s voice can be heard. At Facet Wealth, we specifically look for individuals of varying strengths, skills, backgrounds, and ideas. We believe this gives us a competitive advantage to better serve our clients and employees.

We hire candidates of any race, color, ancestry, religion, sex, national origin, sexual orientation, gender identity, age, marital or family status, disability, Veteran status, and any other status. Facet Wealth is proud to be an Equal Opportunity Employer. If you have a disability or special need that requires accommodation, please let us know.

Apply Now
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Sr. Financial Planner

**This is a remote role**

About The Role:

At Facet Wealth, we put the client above all else. As a Sr. Financial Planner, you will live out this value each day as you work directly with clients as their financial life coach, helping them improve their lives by empowering them to reach their financial goals, both big and small. You will not only be responsible for providing sound, comprehensive financial advice and guidance, but for helping clients make sense of their financial lives in actionable ways.

With that said, there are some bright lines about what it means to work here:

  • We are a true fiduciary meaning the client will always come first
  • No selling: we never ask you to develop business or sell products
  • Guardrails, not prescriptions: we trust our team members to make the right decisions and to bring their unique experience to bear in helping our clients
  • Not your typical 9-5 wealth management job: if you want to be on the golf course schmoozing clients 3 days a week, this is not the job for you

Your Day-To-Day Responsibilities:

  • Serve as a financial life coach for clients to help them identify their passions and achieve their goals/objectives by providing comprehensive financial planning and a high-quality client experience during every interaction
  • Work directly with clients via videoconference, phone, and e-mail.
  • Prepare for client meetings by collecting, organizing, and synthesizing client data within a financial planning context, all while using our in-house technology
  • Partner with team members to manage operational items including assisting with reviewing client portfolios and recommending investment solutions based on client risk/goals, coordinating client withdrawal needs and tax strategies for assets
  • Communicate with sales teams to ensure new clients are the right fit as well as existing clients to ensure they are receiving pertinent internal communications
  • Participate in weekly team meetings that provide feedback and continued education opportunities
  • Work with our core client segment which represents more than half our client base on critical planning topics including cash flow planning, debt management, investment management and other personalized needs

Job Specific Requirements

  • CFP® designation
  • Bachelor’s degree or higher
  • 2+ years of client facing financial planning experience
  • Available to work two nights per week to accommodate client schedules and occasional weekends as needed

Preferred Skills & Experience:

  • You are able & willing to learn and adapt to The Facet Way of Financial Planning: most of our clients come to us having never worked with a financial planner before and our model is designed to help them channel their needs and goals in digestible pieces
  • You have superb communication, organizational, and client service skills
  • You understand the value of building long-term relationships
  • You have excellent computer skills along with the ability to learn in-house software and tools
  • You have the ability to provide constructive feedback: we continue to enhance our platform and rely on our team’s feedback for improvement
  • You are able to work independently and as a member of a team, balance multiple responsibilities simultaneously, and demonstrate exceptional time and calendar management skills

Benefits & Compensation:

  • $100,000 base salary + $10,000 target bonus
  • Internal Equity
  • Unlimited PTO
  • All the benefits: medical, dental, and vision insurance, 401(k) with employer match, short and long term disability coverage (paid by Facet), life insurance options and paid maternity and paternity leave
  • Certification reimbursement program
  • Work from anywhere in the US

Why Working At Facet Wealth Is Awesome:

Facet Wealth is disrupting the wealth management industry. Our innovative technology and unique planner model allow us to deliver high quality financial planning services to the 33 million mass affluent households in the US. As a company, our goals are to help millions of Americans achieve their financial goals through high quality financial advice previously unavailable to them, build the next generation of financial planning and financial life management tools that redefine how wealth management services are delivered and create a company culture that is as fun as it is stimulating!

  • We’re here to deliver amazing client experiences. No matter the role at Facet, we are all 100% committed to excellence in service of our clients.
  • Every single member of our team needs to be an active participant in helping to improve and evolve our business. We strongly believe great ideas can come from anywhere.
  • Change is not only something we tolerate, but something we embrace. Transformative change is critical to our growth and success and we all thrive off of it.
  • Everyone belongs: bringing your authentic self to table is what makes you unique and thus Facet unique. We encourage you to be authentically yourself, every single day.

We believe in creating a safe space for open and honest conversations, being inclusive of all communities, and ensuring Facet is a place where everyone’s voice can be heard. At Facet Wealth, we specifically look for individuals of varying strengths, skills, backgrounds, and ideas. We believe this gives us a competitive advantage to better serve our clients and employees.

We hire candidates of any race, color, ancestry, religion, sex, national origin, sexual orientation, gender identity, age, marital or family status, disability, Veteran status, and any other status. Facet Wealth is proud to be an Equal Opportunity Employer. If you have a disability or special need that requires accommodation, please let us know.

Apply Now

Our open positions

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Call Center Sales Manager

About The Role:

At Facet Wealth, we put the client above all else. As the Call Center Sales Manager you will live out this value each day as you work with prospects, helping them improve their lives by empowering them to reach their financial goals, both big and small. You will be responsible for creating an environment where every outbound agent has the knowledge and tools to be incredibly successful, and every prospect has a best-in-class interaction with your team(s).

Your Day-To-Day Responsibilities:

  • You will oversee all aspects of executing on our outbound sales strategy, including:
    • Recruit and develop an internal team of A players that consistently meet or exceed targets
    • Manage remote team(s) of agents and ensure our evolving strategy is replicated perfectly across all partnerships at all times
    • Deliver results with technology: be proficient in all sales enablement systems, contribute to tech stack strategy, and make constant recommendations for process improvement
    • Meet or exceed call targets every day, without exception
  • Partner with Analytics to develop superior operational reporting; understand how to interpret data and translate it into actionable sales insights
  • Maintain expert-level understanding of our sales initiatives and reinforce them at every opportunity
  • Understand which levers will influence and improve our sales process and make sound recommendations to the Head of Sales - your ideas should produce outstanding results
  • Host 1:1s with individual team members and deliver targeted, data-driven sales coaching
  • Maintain database of call recordings to monitor and track skill progression across all teams - when an agent doesn’t close, you understand why and what needs to be done
  • Be an expert on handling objections and know how to teach this skill to others
  • Understand how to exploit bright spots on your team(s) and promote exceptional talent
  • Be the source of truth for best practices in your field
  • Know how to change behavior: you consistently pull your low/moderate performers up
  • Design and implement appropriate disciplinary actions as needed; be a good steward of company resources and understand how to optimize them

Job Specific Requirements:

  • 3+ years of management experience in a call center environment
  • Available to work outside of standard business hours as necessary to perform your duties

Preferred Skills & Experience:

  • Superb communication, organizational, and client service skills
  • Ability to learn new systems and can quickly become self-sufficient within them

What We Offer:

  • Competitive salary and equity
  • Unlimited vacation: we trust you
  • All the benefits: medical, dental, and vision insurance, 401(k) with employer match, short and long term disability coverage (paid by Facet), life insurance options and paid maternity and paternity leave
  • Certification reimbursement program
  • Work from anywhere: our founders are big fans of distributed work

Why Working At Facet Wealth Is Awesome:

Facet Wealth is disrupting the wealth management industry. Our innovative technology and unique planner model allow us to deliver high quality financial planning services to the 33 million mass affluent households in the US. As a company, our goals are to help millions of Americans achieve their financial goals through high quality financial advice previously unavailable to them, build the next generation of financial planning and financial life management tools that redefine how wealth management services are delivered and create a company culture that is as fun as it is stimulating!

  • We’re here to deliver amazing client experiences. No matter the role at Facet, we are all 100% committed to excellence in service of our clients.
  • Every single member of our team needs to be an active participant in helping to improve and evolve our business. We strongly believe great ideas can come from anywhere.
  • Change is not only something we tolerate, but something we embrace. Transformative change is critical to our growth and success and we all thrive off of it.
  • Everyone belongs: bringing your authentic self to table is what makes you unique and thus Facet unique. We encourage you to be authentically yourself, every single day.

We believe in creating a safe space for open and honest conversations, being inclusive of all communities, and ensuring Facet is a place where everyone’s voice can be heard. At Facet Wealth, we specifically look for individuals of varying strengths, skills, backgrounds, and ideas. We believe this gives us a competitive advantage to better serve our clients and employees.

We hire candidates of any race, color, ancestry, religion, sex, national origin, sexual orientation, gender identity, age, marital or family status, disability, Veteran status, and any other status. Facet Wealth is proud to be an Equal Opportunity Employer. If you have a disability or special need that requires accommodation, please let us know.

Apply Now
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Sr. Client Success Manager

**This is a remote role**

About The Role:

As a Sr. Client Success Manager, you will be responsible for working directly with our amazing clients to bring them onboard at Facet Wealth. Our onboarding process allows you to share Facet’s mission and how working with Facet can be actually life-changing. You will be responsible for conveying Facet’s planning pillars and why we, as a firm, believe that human advisors (who also happen to be incredible and knowledgeable financial professionals) are the key to true, quality, actionable guidance.

With that said, we are looking for people that:

  • Love helping people reach their financial goals and are passionate about providing an amazing client experience
  • Have sales experience and thrive on bringing new clients on board
  • Are innovative and always looking for more effective ways to engage with clients and move Facet’s mission forward
  • Are process-oriented and diligent (coordinating and running lots of outreach processes)

Your Day-To-Day Responsibilities:

  • Work directly with clients via videoconference, phone and email.
  • Act as a first step in helping potential clients achieve their goals by explaining Facet’s planning process and managing expectations of both Lead Planners and clients
  • Professionally and objectively help potential clients understand how custom financial planning and working with our Lead Planners can enhance their quality of life
  • Assist in translating your experience with potential clients to Lead Planners for a smooth transition to the planning process

Job Specific Requirements:

  • 3+ years of financial sales experience

Preferred Skills & Experience:

  • Ability to work weekends as needed
  • Background and experience in the financial services industry; knowledge of key financial, investment and risk management concepts
  • Excellent written and verbal communication skills
  • Superior interpersonal, organizational, and client service skills
  • Client first attitude, professional demeanor, personal integrity and an understanding of fiduciary responsibility
  • Willingness to work independently with guidance and oversight from a team coach
  • Excellent computer skills along with the ability to learn in-house software and tools

Benefits & Compensation:

  • $60,000 base salary + $40,000 uncapped target bonus
  • Internal Equity
  • Unlimited PTO
  • All the benefits: medical, dental, and vision insurance, 401(k) with employer match, short and long term disability coverage (paid by Facet), life insurance options and paid maternity and paternity leave
  • Certification reimbursement program
  • Work from anywhere in the US

Why Working At Facet Wealth Is Awesome:

Facet Wealth is disrupting the wealth management industry. Our innovative technology and unique planner model allow us to deliver high quality financial planning services to the 33 million mass affluent households in the US. As a company, our goals are to help millions of Americans achieve their financial goals through high quality financial advice previously unavailable to them, build the next generation of financial planning and financial life management tools that redefine how wealth management services are delivered and create a company culture that is as fun as it is stimulating!

  • We’re here to deliver amazing client experiences. No matter the role at Facet, we are all 100% committed to excellence in service of our clients.
  • Every single member of our team needs to be an active participant in helping to improve and evolve our business. We strongly believe great ideas can come from anywhere.
  • Change is not only something we tolerate, but something we embrace. Transformative change is critical to our growth and success and we all thrive off of it.
  • Everyone belongs: bringing your authentic self to table is what makes you unique and thus Facet unique. We encourage you to be authentically yourself, every single day.

We believe in creating a safe space for open and honest conversations, being inclusive of all communities, and ensuring Facet is a place where everyone’s voice can be heard. At Facet Wealth, we specifically look for individuals of varying strengths, skills, backgrounds, and ideas. We believe this gives us a competitive advantage to better serve our clients and employees.

We hire candidates of any race, color, ancestry, religion, sex, national origin, sexual orientation, gender identity, age, marital or family status, disability, Veteran status, and any other status. Facet Wealth is proud to be an Equal Opportunity Employer. If you have a disability or special need that requires accommodation, please let us know.

Apply Now
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Recruiter

**This is a remote role based anywhere in the US**

About The Role:

Facet Wealth is looking for an experienced, innovative, and motivated Recruiter to help scale our rapidly growing team. As a part of the recruiting team, you will be responsible for owning all aspects of the recruitment process across all business functions and levels of the organization.

Your Day-To-Day Responsibilities:

  • Act as the main point of contact for incoming candidates and guiding them through the interview process
  • Source, attract, and hire diverse talent for all open positions; with an initial focus on recruiting a high volume of CFP® candidates and sales professionals
  • Manage JazzHR ATS and LinkedIn recruiting processes
  • Strategize with managers to determine ideal candidate profiles
  • Build recruiting pipelines that support Facet’s diversity, equity, and inclusion initiatives
  • Leverage internal talent and leadership team as a recruiting resource
  • Actively search for lucrative career and job fair opportunities and represent Facet at these events
  • Conduct initial resume and phone screens
  • Collaborate with hiring managers during the offer process, identify and recommend salary ranges, incentives, start dates, and other pertinent details as well as extending the offer

Job Specific Requirements:

  • 5+ years of full cycle recruiting experience in an agency or corporate setting
  • Experience with LinkedIn Recruiter
  • Experience sourcing across different job board platforms
  • Experience using JazzHR or other comparable ATS

Preferred Skills & Experience:

  • Proficient with Google suite and comfortable with technology
  • Superb attention to detail and organization skills
  • Strong oral and written communication skills
  • Experienced with building and maintaining a pipeline of eligible candidates for future open positions
  • Ability to influence and drive results in a fast-paced environment
  • Ability to use innovative techniques to attract and recruit diverse talent
  • Familiar with laws, regulations, and best practices applicable to hiring and recruitment
  • Experience recruiting in the financial services industry or have prior experience recruiting financial professionals

Benefits & Compensation:

  • $65,000-$75,000 salary (salary to be determined by the experience, knowledge, skills, and abilities of the applicant, as well as alignment with market data)
  • Equity
  • Unlimited PTO
  • All the benefits: medical, dental, and vision insurance, 401(k) with employer match, short and long term disability coverage (paid by Facet), life insurance options and paid maternity and paternity leave
  • Certification reimbursement program
  • Work from anywhere in the US

Why Working At Facet Wealth Is Awesome:

Our mission is to empower people to live more enriched lives by delivering a new standard of financial advice. We’re here to deliver amazing client experiences by making financial planning as it should be. No matter the role at Facet, we are all 100% committed to excellence in service of our clients. Every single member of our team is an active participant in helping to improve and evolve our business.

We believe in creating a safe space for open and honest conversations, being inclusive of all communities, and ensuring Facet is a place where everyone’s voice can be heard. At Facet Wealth, we specifically look for individuals of varying strengths, skills, backgrounds, and ideas. We believe this gives us a competitive advantage to better serve our clients and employees.

Apply Now
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Financial Analyst

**This is a remote role based anywhere in the US**

About The Role:

Facet is looking for a Financial Analyst with a strong background in economic analysis and financial modeling. Reporting to the Director of Finance, this individual will have a critical role in maintaining budgets and financial plans for the company and individual departments. You will analyze data, do research on and help to look at the business through a financial lens. This individual will build models to help the finance and management teams understand economic implications of strategic decisions in a fast growing company. Our business is ever changing and will require the candidate to be flexible and open-minded.

Your Day-To-Day Responsibilities:

  • Work with Director of Finance to model the business
  • Work with the Director of Finance and department heads throughout the company to translate complex operating models into a consolidated cash flow model
  • Support the management team in the production of ad hoc presentations for the Board of Directors, as well as current and potential investors
  • Work with the Director of Finance and Accounting team to understand the day-to-day finance workings of the business to help build budgets and plans
  • Assist with research on the competitive landscape
  • Help to provide strategic thought leadership and analysis that identify meaningful trends and opportunities across the business
  • Provide ad hoc financial and business decision support on numerous revenue and marketing initiatives, return on investment analyses and/or other assigned projects
  • Provide support to management team as we move toward our next level of venture financing

Job Specific Requirements:

  • 2+ years of proven analytical experience in a FP&A, investment banking, corporate finance or strategic finance role, preferably a high-growth startup
  • Advanced Excel and financial modeling skills specifically macros, pivot tables, scenario analysis and a logical process for approaching complex problems through a spreadsheet
  • Available to work more than 40 hours per week and weekends as needed to make Board of Directors and fundraising deadlines

Preferred Skills & Experience:

  • You have a very strong understanding of corporate finance, economics, business operations and forensic and practical accounting
  • You are exceptional at presenting numbers in consumable form - you can translate complex financial and business metrics into digestible graphic or narrative form
  • You are rigorously detail-oriented, always check your work and take pride in producing exceptional deliverables
  • You may have spent the last couple of years in an analyst role where you nailed the finance basics and are ready for a new challenge in an operating business - you’re ready to help build something great
  • You have demonstrated success in cross-functional collaboration
  • You have the ability to work independently to own and drive projects
  • You are motivated to learn about all aspects of a high-growth business
  • You’re looking to get in on the ground floor of an exciting startup with a proven leadership team

Benefits & Compensation:

  • $70,000 base salary + $3,000 target bonus
  • Equity
  • Unlimited PTO
  • All the benefits: medical, dental, and vision insurance, 401(k) with employer match, short and long term disability coverage (paid by Facet), life insurance options and paid maternity and paternity leave
  • Certification reimbursement program
  • Work from anywhere in the US

Why Working At Facet Wealth Is Awesome:

Facet Wealth is disrupting the wealth management industry. Our innovative technology and unique planner model allow us to deliver high quality financial planning services to the 33 million mass affluent households in the US. As a company, our goals are to help millions of Americans achieve their financial goals through high quality financial advice previously unavailable to them, build the next generation of financial planning and financial life management tools that redefine how wealth management services are delivered and create a company culture that is as fun as it is stimulating!

  • We’re here to deliver amazing client experiences. No matter the role at Facet, we are all 100% committed to excellence in service of our clients.
  • Every single member of our team needs to be an active participant in helping to improve and evolve our business. We strongly believe great ideas can come from anywhere.
  • Change is not only something we tolerate, but something we embrace. Transformative change is critical to our growth and success and we all thrive off of it.
  • Everyone belongs: bringing your authentic self to table is what makes you unique and thus Facet unique. We encourage you to be authentically yourself, every single day.

We believe in creating a safe space for open and honest conversations, being inclusive of all communities, and ensuring Facet is a place where everyone’s voice can be heard. At Facet Wealth, we specifically look for individuals of varying strengths, skills, backgrounds, and ideas. We believe this gives us a competitive advantage to better serve our clients and employees.

We hire candidates of any race, color, ancestry, religion, sex, national origin, sexual orientation, gender identity, age, marital or family status, disability, Veteran status, and any other status. Facet Wealth is proud to be an Equal Opportunity Employer. If you have a disability or special need that requires accommodation, please let us know.


Apply Now
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Associate Planner

**This is a remote role**

About The Role:

As an Associate Planner, you will be part of the Facet family and a key player in helping our planners deliver incredible comprehensive financial life management to our clients. In this role, you will collaborate with an awesome team of planners, supporting the work they do and contribute to the delivery of an unparalleled client experience (you should see our NPS scores!).

With that said, there are some bright lines about what it means to work here:

  • Your job is to provide our planners the communication and tasks they need to do their best for our clients. You’ll be focused on supporting a team of lead planners by helping them manage their practice which includes organizing client information, following up with clients, and making preliminary recommendations, you will work in an exciting and collaborative team environment with motivated and dedicated team members.
  • We will never ask you to develop business or sell on our behalf. We ask our planning team to do three things: as a paraplanner, be a part of our client’s Facet team, enabling planners to provide our clients with world-class service, and always act in the best interest of our clients.

Your Day-To-Day Responsibilities:

  • Directly support a team of lead planners working remotely across the country
  • Help prepare lead planners for client meetings, including collecting, organizing and synthesizing client data within a financial planning context.
  • Assist lead planners in managing their practice more effectively by reaching out to clients to schedule meetings.
  • Work with team members to complete follow-up tasks from client meetings, including but not limited to investment management tasks and / or coordinating work.
  • Handle some client service responsibilities, including but not limited to conducting account reviews and addressing client related communications.
  • Provide lead planners with client asset management solutions, including but not limited to review of client portfolios, strategies for assets under management, recommendations for client accounts, or ensuring beneficiaries on accounts.
  • Partner with operations team members to manage all client account operational items including but not limited to submitting requests for account paperwork, initiating and tracking transfers and account funding, service requests, and client online account access.
  • Provide direct client support to clients around navigating the Facet portal on the client’s side to enter information or upload files.

Job Specific Requirements:

  • CFP® designation
  • Bachelor’s degree or higher

Preferred Skills & Experience:

  • Excellent written and verbal communication skills
  • Superior interpersonal, organizational, and client service skills
  • Client first attitude, professional demeanor, personal integrity and an understanding of fiduciary responsibility
  • Background and experience in the financial services industry; knowledge of key financial, investment, and risk management concepts
  • Excellent computer skills along with the ability to learn in-house software and tools
  • Dedicated to developing a career in the financial services industry with the potential for advancement within the company

Benefits & Compensation:

  • $70,000 yearly salary
  • Internal Equity
  • Unlimited PTO
  • All the benefits: medical, dental, and vision insurance, 401(k) with employer match, short and long term disability coverage (paid by Facet), life insurance options and paid maternity and paternity leave
  • Certification reimbursement program
  • Work from anywhere in the US

Why Working At Facet Wealth Is Awesome:

Facet Wealth is disrupting the wealth management industry. Our innovative technology and unique planner model allow us to deliver high quality financial planning services to the 33 million mass affluent households in the US. As a company, our goals are to help millions of Americans achieve their financial goals through high quality financial advice previously unavailable to them, build the next generation of financial planning and financial life management tools that redefine how wealth management services are delivered and create a company culture that is as fun as it is stimulating!

  • We’re here to deliver amazing client experiences. No matter the role at Facet, we are all 100% committed to excellence in service of our clients.
  • Every single member of our team needs to be an active participant in helping to improve and evolve our business. We strongly believe great ideas can come from anywhere.
  • Change is not only something we tolerate, but something we embrace. Transformative change is critical to our growth and success and we all thrive off of it.
  • Everyone belongs: bringing your authentic self to table is what makes you unique and thus Facet unique. We encourage you to be authentically yourself, every single day.

We believe in creating a safe space for open and honest conversations, being inclusive of all communities, and ensuring Facet is a place where everyone’s voice can be heard. At Facet Wealth, we specifically look for individuals of varying strengths, skills, backgrounds, and ideas. We believe this gives us a competitive advantage to better serve our clients and employees.

We hire candidates of any race, color, ancestry, religion, sex, national origin, sexual orientation, gender identity, age, marital or family status, disability, Veteran status, and any other status. Facet Wealth is proud to be an Equal Opportunity Employer. If you have a disability or special need that requires accommodation, please let us know.

Apply Now
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Estate Planning Specialist

**This is a remote role**

About The Role:

As an Estate Planning Specialist you will be the subject matter expert on estate planning for Facet’s clients. You will not only be responsible for coordinating Facet’s estate planning document preparation program, but you will also be a part of our frontline team that keeps our company on the cutting edge of the financial services industry by coordinating a learning center to broaden the team's estate planning advice skillset as a whole.

Your Day-To-Day Responsibilities:

  • Process 3 - 5 estate planning case briefs per day
  • Research estate planning issues to develop effective solutions
  • Coordinate with the Head of Planning on all aspects of estate planning as it relates to the Facet Way of financial planning
  • Collaborate with the Head of Product to improve Facet’s estate planning tool infrastructure
  • Assist in building and managing internal teams to scale preparation of estate planning services
  • Preparation of Wills, AHDs, PoAs, Trusts, etc.
  • Support requests and questions from teammates and clients.

Job Specific Requirements:

  • 3+ years experience in estate planning and probate law
  • J.D. degree from an ABA-approved law school and be an active member in good standing of the Bar
  • Experience preparing estate planning documents such as wills and trusts
  • Advanced knowledge of life insurance trusts, guardianships, estate planning, fiduciary income tax preparation and asset distribution
  • Advanced knowledge of trust funding including preparing deeds, assignments and change of account ownership

Preferred Skills & Experience:

  • Ability to handle multiple client engagements in a fast-paced environment.
  • Excellent written and verbal communication skills
  • Superior interpersonal, organizational, and client service skills
  • Client first attitude, professional demeanor, personal integrity and an understanding of fiduciary responsibility
  • Excellent computer skills along with the ability to learn in-house software and tools
  • Dedicated to developing a career in the financial services industry with the potential for advancement within the company

Benefits & Compensation:

  • $150,000 yearly salary
  • Internal Equity
  • Unlimited PTO
  • All the benefits: medical, dental, and vision insurance, 401(k) with employer match, short and long term disability coverage (paid by Facet), life insurance options and paid maternity and paternity leave
  • Certification reimbursement program
  • Work from anywhere in the US

Why Working At Facet Wealth Is Awesome:

Facet Wealth is disrupting the wealth management industry. Our innovative technology and unique planner model allow us to deliver high quality financial planning services to the 33 million mass affluent households in the US. As a company, our goals are to help millions of Americans achieve their financial goals through high quality financial advice previously unavailable to them, build the next generation of financial planning and financial life management tools that redefine how wealth management services are delivered and create a company culture that is as fun as it is stimulating!

  • We’re here to deliver amazing client experiences. No matter the role at Facet, we are all 100% committed to excellence in service of our clients.
  • Every single member of our team needs to be an active participant in helping to improve and evolve our business. We strongly believe great ideas can come from anywhere.
  • Change is not only something we tolerate, but something we embrace. Transformative change is critical to our growth and success and we all thrive off of it.
  • Everyone belongs: bringing your authentic self to table is what makes you unique and thus Facet unique. We encourage you to be authentically yourself, every single day.

We believe in creating a safe space for open and honest conversations, being inclusive of all communities, and ensuring Facet is a place where everyone’s voice can be heard. At Facet Wealth, we specifically look for individuals of varying strengths, skills, backgrounds, and ideas. We believe this gives us a competitive advantage to better serve our clients and employees.

We hire candidates of any race, color, ancestry, religion, sex, national origin, sexual orientation, gender identity, age, marital or family status, disability, Veteran status, and any other status. Facet Wealth is proud to be an Equal Opportunity Employer. If you have a disability or special need that requires accommodation, please let us know.


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CPA Taxation Specialist

**This is a remote role, based anywhere in the US**

About The Role:

As a Taxation Specialist you will be the subject matter expert on tax advice planning for Facet’s clients. You will not only be responsible for coordinating Facet’s tax preparation program, but you will also be a part of our frontline team that keeps our company on the cutting edge of the financial services industry by presenting & educating the internal team on tax planning opportunities and tax code changes.

Your Day-To-Day Responsibilities:

  • Process 10 tax advice case briefs per week
  • Research tax issues to develop effective tax planning solutions
  • Coordinate learning center to broaden team’s tax advice skillset as a whole
  • Coordinate with the Head of Planning on all aspects of tax advice as it relates to the Facet Way of financial planning
  • Assist in building and managing internal teams to scale preparation of tax returns for the client base
  • Preparation of individual, partnership, corporate & trust returns
  • Preparation of federal & state quarterly estimated payments
  • Support requests and questions from teammates and clients

Job Specific Requirements:

  • 7+ years experience leading a scaled tax prep solution
  • 7+ years experience in personal tax preparation and advice
  • CPA Designation
  • Advanced knowledge of different employee stock option plans (RSUs, ISOs, NSOs, etc)
  • Advanced knowledge of tax law and regulations, specifically how it impacts individuals

Preferred Skills & Experience:

  • CFP® Designation
  • Ability to identify tax issues as they arise
  • Ability to handle multiple client engagements in a fast-paced environment.
  • Excellent written and verbal communication skills
  • Superior interpersonal, organizational, and client service skills
  • Client first attitude, professional demeanor, personal integrity and an understanding of fiduciary responsibility
  • Excellent computer skills along with the ability to learn in-house software and tools
  • Dedicated to developing a career in the financial services industry with the potential for advancement within the company

Benefits & Compensation:

  • $150,000 yearly salary
  • Internal Equity
  • Unlimited PTO
  • All the benefits: medical, dental, and vision insurance, 401(k) with employer match, short and long term disability coverage (paid by Facet), life insurance options and paid maternity and paternity leave
  • Certification reimbursement program
  • Work from anywhere in the US

Why Working At Facet Wealth Is Awesome:

Facet Wealth is disrupting the wealth management industry. Our innovative technology and unique planner model allow us to deliver high quality financial planning services to the 33 million mass affluent households in the US. As a company, our goals are to help millions of Americans achieve their financial goals through high quality financial advice previously unavailable to them, build the next generation of financial planning and financial life management tools that redefine how wealth management services are delivered and create a company culture that is as fun as it is stimulating!

  • We’re here to deliver amazing client experiences. No matter the role at Facet, we are all 100% committed to excellence in service of our clients.
  • Every single member of our team needs to be an active participant in helping to improve and evolve our business. We strongly believe great ideas can come from anywhere.
  • Change is not only something we tolerate, but something we embrace. Transformative change is critical to our growth and success and we all thrive off of it.
  • Everyone belongs: bringing your authentic self to table is what makes you unique and thus Facet unique. We encourage you to be authentically yourself, every single day.

We believe in creating a safe space for open and honest conversations, being inclusive of all communities, and ensuring Facet is a place where everyone’s voice can be heard. At Facet Wealth, we specifically look for individuals of varying strengths, skills, backgrounds, and ideas. We believe this gives us a competitive advantage to better serve our clients and employees.

We hire candidates of any race, color, ancestry, religion, sex, national origin, sexual orientation, gender identity, age, marital or family status, disability, Veteran status, and any other status. Facet Wealth is proud to be an Equal Opportunity Employer. If you have a disability or special need that requires accommodation, please let us know.

Apply Now
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Full Stack Engineer

**This is a remote role based anywhere in the US**

About The Role:

At Facet Wealth, we put the client above all else. As a Full Stack Engineer at Facet Wealth, you will work with our Engineering & Product teams, playing a critical role in developing world class commercial software used by our lead planners & clients. Our goals are focused on developing a product to improve the financial lives of millions.

A successful candidate would be proficient in modern front and back end tools and development methodologies. As well as being interested in learning new languages, technology stacks, tackling large and complex problems, and the ability to work both independently and in a peer programming environment.

Tremendous growth potential exists at Facet - your growth opportunities are virtually unlimited. We are truly passionate about helping realize our team members’ potential through active mentorship. We value drive, ownership, and commitment as we grow our company.

Your Day-To-Day Responsibilities:

  • Collaborate with Product and Planners to define solutions to problems
  • Design, develop, and test code written in Golang and React and deployed to AWS
  • Estimate tickets in a ScrumBan process
  • Commit code constantly to Git/Bitbucket in a mainline development environment
  • Write all the tests. Frustrated about never having time for tests? Not at Facet
  • Pair program with other developers as desired
  • Participate in daily standups
  • Participate in weekly “Tech Stack Tuesdays” to learn new development skills and techniques
  • Participate in bi-weekly “Fast Fridays” focused on performance improvements in the app
  • Participate in in quarterly 3 day Hackathons and win fun prizes
  • Constant learning and personal growth

Job Specific Requirements:

  • Excited about learning new skills and working in a startup environment where change is normal
  • 2-5 years of full stack web development or related experience
  • Go, Java, .NET Core, Node.js, or other web-development framework
  • JavaScript experience, React.js is preferred
  • Relational databases experience, MySQL is preferred

Preferred Skills and Experience:

  • Experience with Golang and React
  • Experience with AWS: ECS, EC2, RDS, S3
  • Experience with the REST Architectural style
  • Experience with The Clean Architecture
  • Experience with Git, Bitbucket
  • Experience with frontend toolchains such as Webpack, Gulp, or Grunt
  • Experience with frontend testing tools and frameworks such as Mocha/Chai, BrowserStack, Puppeteer
  • Experience with automated testing (unit, integration, regression, performance)
  • Experience with responsive design and PWAs
  • Familiarity with Linux
  • Familiarity with Docker
  • Familiarity with FinTech APIs such as Plaid, Finicity, Yodlee, APEX, Orion

What We Offer:

  • Competitive salary and equity
  • Unlimited vacation: we trust you
  • All the benefits: medical, dental, and vision insurance, 401(k) with employer match, short and long term disability coverage (paid by Facet), life insurance options and paid maternity and paternity leave
  • Certification reimbursement program
  • Work from anywhere: our founders are big fans of distributed work

Why Working At Facet Wealth Is Awesome:

Facet Wealth is disrupting the wealth management industry. Our innovative technology and unique planner model allow us to deliver high quality financial planning services to the 33 million mass affluent households in the US. As a company, our goals are to help millions of Americans achieve their financial goals through high quality financial advice previously unavailable to them, build the next generation of financial planning and financial life management tools that redefine how wealth management services are delivered and create a company culture that is as fun as it is stimulating!

  • We’re here to deliver amazing client experiences. No matter the role at Facet, we are all 100% committed to excellence in service of our clients.
  • Every single member of our team needs to be an active participant in helping to improve and evolve our business. We strongly believe great ideas can come from anywhere.
  • Change is not only something we tolerate, but something we embrace. Transformative change is critical to our growth and success and we all thrive off of it.
  • Everyone belongs: bringing your authentic self to table is what makes you unique and thus Facet unique. We encourage you to be authentically yourself, every single day.

We believe in creating a safe space for open and honest conversations, being inclusive of all communities, and ensuring Facet is a place where everyone’s voice can be heard. At Facet Wealth, we specifically look for individuals of varying strengths, skills, backgrounds, and ideas. We believe this gives us a competitive advantage to better serve our clients and employees.

We hire candidates of any race, color, ancestry, religion, sex, national origin, sexual orientation, gender identity, age, marital or family status, disability, Veteran status, and any other status. Facet Wealth is proud to be an Equal Opportunity Employer. If you have a disability or special need that requires accommodation, please let us know.

Apply Now
Thank you! Your submission has been received!
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Sr. Financial Planner

**This is a remote role**

About The Role:

At Facet Wealth, we put the client above all else. As a Sr. Financial Planner, you will live out this value each day as you work directly with clients as their financial life coach, helping them improve their lives by empowering them to reach their financial goals, both big and small. You will not only be responsible for providing sound, comprehensive financial advice and guidance, but for helping clients make sense of their financial lives in actionable ways.

With that said, there are some bright lines about what it means to work here:

  • We are a true fiduciary meaning the client will always come first
  • No selling: we never ask you to develop business or sell products
  • Guardrails, not prescriptions: we trust our team members to make the right decisions and to bring their unique experience to bear in helping our clients
  • Not your typical 9-5 wealth management job: if you want to be on the golf course schmoozing clients 3 days a week, this is not the job for you

Your Day-To-Day Responsibilities:

  • Serve as a financial life coach for clients to help them identify their passions and achieve their goals/objectives by providing comprehensive financial planning and a high-quality client experience during every interaction
  • Work directly with clients via videoconference, phone, and e-mail.
  • Prepare for client meetings by collecting, organizing, and synthesizing client data within a financial planning context, all while using our in-house technology
  • Partner with team members to manage operational items including assisting with reviewing client portfolios and recommending investment solutions based on client risk/goals, coordinating client withdrawal needs and tax strategies for assets
  • Communicate with sales teams to ensure new clients are the right fit as well as existing clients to ensure they are receiving pertinent internal communications
  • Participate in weekly team meetings that provide feedback and continued education opportunities
  • Work with our core client segment which represents more than half our client base on critical planning topics including cash flow planning, debt management, investment management and other personalized needs

Job Specific Requirements

  • CFP® designation
  • Bachelor’s degree or higher
  • 2+ years of client facing financial planning experience
  • Available to work two nights per week to accommodate client schedules and occasional weekends as needed

Preferred Skills & Experience:

  • You are able & willing to learn and adapt to The Facet Way of Financial Planning: most of our clients come to us having never worked with a financial planner before and our model is designed to help them channel their needs and goals in digestible pieces
  • You have superb communication, organizational, and client service skills
  • You understand the value of building long-term relationships
  • You have excellent computer skills along with the ability to learn in-house software and tools
  • You have the ability to provide constructive feedback: we continue to enhance our platform and rely on our team’s feedback for improvement
  • You are able to work independently and as a member of a team, balance multiple responsibilities simultaneously, and demonstrate exceptional time and calendar management skills

Benefits & Compensation:

  • $100,000 base salary + $10,000 target bonus
  • Internal Equity
  • Unlimited PTO
  • All the benefits: medical, dental, and vision insurance, 401(k) with employer match, short and long term disability coverage (paid by Facet), life insurance options and paid maternity and paternity leave
  • Certification reimbursement program
  • Work from anywhere in the US

Why Working At Facet Wealth Is Awesome:

Facet Wealth is disrupting the wealth management industry. Our innovative technology and unique planner model allow us to deliver high quality financial planning services to the 33 million mass affluent households in the US. As a company, our goals are to help millions of Americans achieve their financial goals through high quality financial advice previously unavailable to them, build the next generation of financial planning and financial life management tools that redefine how wealth management services are delivered and create a company culture that is as fun as it is stimulating!

  • We’re here to deliver amazing client experiences. No matter the role at Facet, we are all 100% committed to excellence in service of our clients.
  • Every single member of our team needs to be an active participant in helping to improve and evolve our business. We strongly believe great ideas can come from anywhere.
  • Change is not only something we tolerate, but something we embrace. Transformative change is critical to our growth and success and we all thrive off of it.
  • Everyone belongs: bringing your authentic self to table is what makes you unique and thus Facet unique. We encourage you to be authentically yourself, every single day.

We believe in creating a safe space for open and honest conversations, being inclusive of all communities, and ensuring Facet is a place where everyone’s voice can be heard. At Facet Wealth, we specifically look for individuals of varying strengths, skills, backgrounds, and ideas. We believe this gives us a competitive advantage to better serve our clients and employees.

We hire candidates of any race, color, ancestry, religion, sex, national origin, sexual orientation, gender identity, age, marital or family status, disability, Veteran status, and any other status. Facet Wealth is proud to be an Equal Opportunity Employer. If you have a disability or special need that requires accommodation, please let us know.

Apply Now

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