Facet Wealth

Business Development Specialist

  • Contract: Full-time

Job Description

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!)

The Job: What You Will Do

You will be an extension of the Facet family and the face of the Facet experience for all prospective clients. As a Business Development Specialist, you are responsible for working with prospective clients by helping them understand who Facet is, how working with Facet can be a life-changing differentiator for their financial future and move them into the planning process with a Lead Planner. This is a different type of sales role it’s not just about communicating the value that Facet provides, but also about ensuring that a prospective client will be a good fit for the Facet family. You will be the first point of contact in conveying the planning pillars of the firm and why at Facet we are firm believers that human advisors are the key to true quality advice. You will work in an exciting and collaborative team environment with the relationship managers and lead planners.

Why This Job Is Awesome

We are a passionate group of people who wholeheartedly believe in always acting in the best interest of our clients. We have fun, take everyday as a new challenge and encourage creativity. If you thrive in transparency, constant role evolution and aren’t too bad at darts and cornhole, apply now!

About You

  • You have experience in the financial services industry & know how to communicate value to potential clients
  • You have sales experience and are sharp and hungry
  • You are comfortable making outbound sales calls to prospective clients
  • You are innovative and always looking for a better way to accomplish something
  • You are process-oriented and diligent (coordinating and running lots of outreach processes)

Skill Requirements

Specific Job Requirements:

  • Work directly with clients via videoconference, phone and e-mail.
  • You are the first point of contact for all prospective clients and critical to the health and growth of the company
  • Act as an initial contact for potential clients to help them identify their passions and to achieve their goals and objectives by explaining Facet’s planning process, expectations of both the lead planners, as well as buy-in and involvement of clients
  • Professionally and objectively help potential clients understand how custom financial plans can enhance quality of life and assist in laying the groundwork to reach life goals
  • Work with a lead planner [LP] to begin collecting, organizing and synthesizing client data within a financial planning context
  • Assist in translating your experience with potential clients to lead planners [LP] for smooth transition to planning process

Preferred Skills and Experience:

  • Background and experience in the financial services industry; knowledge of key financial, investment and risk management concepts
  • A sales mentality you are comfortable with part of your compensation being tied to performance
  • Superior interpersonal, organizational, and client service skills
  • Client first attitude, professional demeanor, personal integrity and an understanding of fiduciary responsibility
  • Excellent computer skills along with the ability to learn in-house software and tools this is critical as we are not only a financial services company, but also a tech startup!
  • Bachelor’s degree or higher

About the Company

Facet is disrupting the wealth management industry. Our innovative technology and unique advisor model allow us to deliver high quality financial services previously available only to the very wealthy, to the 33 million mass affluent households in the US. As a company, our goals are:

  • Help millions of Americans achieve their financial goals through high quality financial advice previously not available
  • Build the next generation of financial planning and financial life management tools that redefine how wealth management is delivered
  • Create a company culture that is as fun as it is stimulating

How to apply

Apply for this job online using the link below.

External Link »