Facet is a fully remote FinTech company with a mission to empower people to live more enriched lives by delivering a new standard of financial advice that elevates expectations across consumers and the industry.
We believe that unbiased, personalized financial advice that integrates into every facet of life is essential to living well. People’s financial lives are dynamic and ever-evolving, so we cover everything money touches–from starting a business to buying real estate to your investments and much more. Facet believes financial advice should be delivered with a fresh, human-plus-tech approach, that includes a CFP® professional–the highest certification possible.
About The Role:
At Facet Wealth, we put the client above all else. As a Sr. Investment Specialist, you will live out this value each day as you deliver sound, actionable investment-related advice and guidance to our clients. We are firm believers that human planners are a key component of delivering a truly magical financial planning experience for our clients. This critically important role, in conjunction with planners and other specialists will help to ensure that each of our clients is able to optimize their financial plan for every facet of their life.
Day-To-Day Responsibilities:
Contribute to Facet’s innovative financial planning process
- Directly help clients via videoconference, phone, and e-mail understand Facet’s unique investment management strategies, effective process and distinct offering in context with their overall financial plans.
- Work with clients to implement their investment portfolio by sharing expertise and delivering investment and equity compensation related advice.
- Coordinate across the Financial Planning and Investment Strategy and Operations teams to ensure seamless communication with clients and across the organization.
Provide consultative expertise to clients that facilitates investment management at Facet
- Consult with clients to effectively help them utilize the investment offering that is included in their Facet Membership benefits.
- Resolve any potential client objections to investing at Facet directly and through targeted message campaigns, building a library of content for planners and clients to access.
- Coordinate with Facet’s Head of Investments to deepen investment acumen and drive thought-leadership. In addition, participate in small Q&A sessions and live webinars designed to communicate Facet’s research-backed investment philosophy to clients.
Job Specific Requirements:
- 5 years of experience working directly with clients in financial services, preferably in an investment related setting with demonstrated success in understanding client goals and relevant investment saving strategies/vehicles.
- Experience with (and interest in learning) a wide range of investment concepts including modern portfolio theory, tax advantaged accounts, brokerage accounts, and global asset allocation strategies.
- Experience (and interest in developing expertise) with Equity Compensation and a wide range of advanced investment concepts including tax loss harvesting, Donor Advised Funds, and Global Asset Allocation strategies.
- Superb consultative positioning skills, communication, organizational, and client service skills to establish rapport with clients and Facet Planners.
- Work independently and as a member of a team, balance multiple responsibilities simultaneously, and demonstrate exceptional time and calendar management skills.
Preferred Qualifications:
- CFP® designation and/or other applicable credentials (Ex. CFA or CIMA) highly desired.
- Embody a continuous improvement mindset, learn Google suite and become proficient in new computer systems or digital tools.
- Experience in a start-up or Agile environment with demonstrated ability to create innovations that improve the client experience or yield efficiencies for the business.
- Have critical thinking and leadership skills to provide constructive feedback to enhance our culture of continuous improvement and building of a generational FinTech company.
- Ability to work independently and as a member of a team, balance multiple responsibilities simultaneously, and demonstrate exceptional time and calendar management skills.
Perks & Benefits:
- $90,000 - $140,000 base salary bonus determined by the experience, knowledge, skills, and abilities of the applicant. Please note, our salary ranges are based on current market data. Should you feel strongly that we are not in line, we highly recommend you to reach out and let us know. We are always looking to improve on building the best place for employees.
- 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 parental leave
- Designation certification reimbursement program (ex. CFP®, CFA, CIMA)
- Work from anywhere in the US
Equal Opportunity Employer
We’ve consciously built an equitable and inclusive culture where everyone is welcome to bring their authentic selves to work. 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.
All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.