At Facet Wealth, 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:
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!
Location: US Locations Only