Facet

Want to use your financial services background to actually help people? 🤝 At Facet, we’re seeking a fully remote Member Experience Specialist who can turn complex financial processes into seamless, supportive conversations. You’ll be helping members take action on financial recommendations, guiding them through high-stakes milestones like investment rollovers and transfers. Why this role is different:  📈 Real Ownership: Manage your own member queue and pipeline, ensuring members are never left wondering about their money movements. 🚀 Cross-Functional Impact: Act as the "Voice of the Member," collaborating directly with our Planners to ensure members have the best experiences possible  🏡 Fully Remote: Work from where you are most productive, supported by a collaborative team culture. What you’ll bring:  • 2+ years of experience within an RIA, Broker/Dealer, or Wirehouse. • A passion for high-touch support across video, phone, and email.  • A "member-first" mindset—someone who can handle high-touch support and  enjoys offering white-glove experiences. Ready to humanize financial services with us? 👉 Apply here: https://lnkd.in/g7mJxUrd 

Ready to use your CFP® expertise to change how Americans live? 💼 At Facet, we're looking for a Senior Lead Financial Planner to be the go-to for our most comprehensive member cases, navigating the high-level complexities that require a senior perspective. Why Facet? 🔹 Zero Book Building: No cold calling, no commission-chasing, and no pressure to build a book of business. 🔹 Tech-Driven Focus: Our tech stack handles the admin work so you can focus entirely on your members. 🔹 Objective Advice: A flat-fee subscription model means you sell life change, never products. Join a company that is redefining the industry and helping Americans reach their fullest potential. 👉 Apply here: https://lnkd.in/gCdDdgNX

Really fun to have a wide ranging conversation with Auren Hoffman 📚on the Summation podcast, and share some non-obvious thoughts on personal finance, AI in wealth management (obviously), private investments for the mass affluent, and the Facet journey. I worked for Auren in my first job out of college, so we also discuss how he was as a boss (summation: puts and takes). https://lnkd.in/eCf8Kbx8

The cost of quality financial advice has been too high for too long — and for millions of people, completely out of reach. That's the problem we set out to solve. 💡 Our co-founder and CEO Anders Jones joined Auren Hoffman 📚 on the Summation podcast to unpack what's broken in the financial advice industry, why the traditional model leaves everyday people behind, the role AI is starting to play in wealth management, and how the largest wealth transfer in history is reshaping what comes next. 🎙️ Catch the full conversation here 👇 🎧 https://lnkd.in/eCEYbWm2 #WealthManagement #Fintech #FinancialPlanning #AI #Facet

We’re #hiring a new Trading Operations Specialist in United States. Apply today or share this post with your network.

At Facet, we’re redefining the financial planning industry and driving a cultural shift in the way Americans live. Want to help us scale? 📈 We're looking for a Trading Operations Specialist to join our fast-growing, 100% remote team. In this role, you’ll be the engine behind our investment strategies, helping us bring impactful financial planning to millions of Americans. What you’ll do:  🔹Take the lead on daily trading operations, firm-wide rebalancing, model changes, and tax-loss harvesting to directly power our investment strategies. 🔹Partner closely with the investment committee, custodians, and key stakeholders to resolve complex trading issues and streamline operations for peak efficiency.  🔹Serve as an ops expert to resolve complex requests and support our members. Ready to use your expertise to make a real-world impact? 👉 Apply here: https://lnkd.in/gn2qdr8f

Don’t just watch the industry change— lead it. At Facet, we are fundamentally redefining the financial planning industry and driving a cultural shift in the way Americans live. Here’s why planners are joining us: ✅ Humans + Tech: We use smart tools and AI to strip away admin work so you can focus 100% on your members. ✅ Life Change, Not Products: We’ve eliminated product-based quotas and the pressure to build your own book of business. ✅ One Team, No Silos: We’ve traded bureaucracy and red tape for a flat, supportive “One Facet” culture. Ready to build the future of financial guidance? Apply now: https://lnkd.in/gd2mDGRy 

Ready to sell life change, not products? 🚀 We’re hiring a Senior Lead Planner to join our mission-driven team at a pivotal moment in our history. Why this role is different: ✅ No AUM-based fees: Our flat-fee model means your advice is objective. ✅ Zero prospecting: No cold calling or building your own book. We provide the members; you provide the expertise. ✅ Tech-Forward: Use our in-house tech stack to build holistic plans without the administrative burden. ✅ Expert guidance: As a Lead, you’ll be the go-to for comprehensive member cases, navigating the high-level complexities that require a senior perspective. Join a company that is redefining the industry and helping Americans reach their fullest potential.

Ever wonder what it’s like to build a career at a company that’s fundamentally redefining the financial services industry? Meet Gary Johnston, CFP®, ABFP™, a long-time member of the Facet team! Since joining 7 years ago, Gary has had a front-row seat to our evolution as we've scaled to reach more and more Americans who need objective and potentially life-changing advice. Today, Gary’s work is driven by: ✔️ Conflict-free advice: Utilizing our transparent, flat-fee model to help align recommendations with what is best for the member. ✔️ Human connection: Partnering with our proprietary tech to strip away admin work and focus 100% on the human connection. ✔️ Real impact: Helping an increasing number of people move from financial anxiety to long-term confidence. We’re growing fast and looking for mission-driven innovators to join us in shaping the future of financial planning. Ready to make a difference while growing your career? Explore our open roles: https://lnkd.in/gd2mDGRy

Zero prospecting. 100% planning. Now in a Part-Time capacity. 📣 Are you a Senior Financial Planner tired of cold calling and chasing commissions? We have a unique part-time opportunity to join Facet in a role designed to let you do what you do best: build deep relationships and guide Americans toward financial wellness. At Facet, we’ve replaced the traditional sales grind with a roadmap for real impact: ✅ Focus on your craft: Our smart tools handle the admin work so you can focus 100% on your members. ✅ Advice, not products: Our flat-fee model means no sales pitches—just impartial, objective guidance driven by the member's best interest. ✅ Life change, not quotas: We’ve eliminated product-based quotas and the pressure to build your own book of business. This is a rare chance to do the best work of your career while maintaining the flexibility of a part-time schedule. 👉 Apply today: https://lnkd.in/g7q-FBmU