
We believe financial planning, when done right, is essential to living well. That’s why we created Facet. Our mission is to improve the lives of millions of Americans by offering impartial and valuable financial advice and services at an affordabl...
Pros
Great people and amazing product.Cons
Lots of change. You just be nimble and dynamicBest Places to Work for Investment Advisors, InvestmentNews, 2022 Baltimore's Best Places to Work, Baltimore Sun, 2022
Facilitating smooth non-ACAT account transfers, this role combines member-facing support with operational coordination across custodians and internal teams to improve transfer outcomes.
Lead remote, consultative sales efforts to grow Facet’s membership by guiding prospects through the full sales cycle for its flat-fee financial planning service.