What You Will Do
You will be an extension of the Facet family and the face of the Facet experience for our clients. As a lead planner, you are responsible for directly managing client relationships and providing an unparalleled experience. You will prepare and deliver objective, technically sound and comprehensive financial plans to our clients while maintaining an engaging and personal relationship with our clients. At Facet, we are firm believers that human advisors are the key to true quality advice and Facet will provide you with the tools and innovative technology so you can focus on helping our clients achieve their goals. You will work in an exciting and collaborative team environment with a client service associate that will assist you with day-to-day operations, client service and planning. As a lead planner, you will be asked to coach and mentor our CSAs that aspire to be lead planners.
Why This Job Is Awesome
If you are excited about a career in financial services, and enjoy interacting with clients, then this job is perfect for you. You will have the support and guidance of highly qualified industry veterans as you learn the ropes in a live environment. We will also support you through continued education programs and help you achieve your career goals. We know that this is an important decision for you, and we are committed to providing an engaging work environment, opportunities for personal and professional growth, and a job you can be truly proud of. And as an early employee, you will have a substantial say in the direction of how our product and service evolves.
Specific Job Requirements:
Preferred Skills and Experience:
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
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