About Facet

Facet 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. 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
• Create a company culture that is as fun as it is stimulating

Our Promise to You

• A-players: Life is too short to work with people who aren’t rockstars
• Data Wins: We are objective to a fault
• Integrity: Helping people with their money requires incredible trust. We do not take this lightly.
• Everyone Has a Voice: Great ideas can come from anywhere. We will always listen
• Continuous Improvement: we commit to always asking how we can be better, in everything that we do (including the hiring process!)

What we Believe

• 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 take great pride in being the stakeholders and builders of our destiny
• Perfection is the enemy of progress. We rapidly iterate to learn as quickly as possible. 
• 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. 
• We take our mission seriously, but also remember to have fun! 
• 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.

The Job

At Facet, we put the client above all else. As a Lead 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:

• The client comes 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

Why This Job is Awesome

Chances are, Facet is a place that will be unlike anywhere you’ve ever worked (and if it’s not, we want to hear about it to learn how we can be better). When you sign up to join the Facet team, you’re implicitly acknowledging that there is a problem with access to high quality financial planning, and you are committing to be a part of the company that is going to fix it. If that mission fires you up, then you’re in the right place.

We’re not perfect. Startups are messy: sometimes there’s a bug in our tech, sometimes we over-schedule ourselves, and sometimes we really whiff on helping a client. But what we are is a team completely committed to getting better every day, and supporting each other in the process. It is not uncommon for a software developer to shadow a planner for a day and then write code to make their job (and everyone else on the team) easier that night. 

Not only will you be a part of a vision that’s bigger than any of us, but you’ll also be in a position to grow your own skills and experience exponentially.  This isn’t for everyone, but for those who think the same way that we do, it will be the most rewarding job of your life.