Merging cutting-edge financial technology with personalized wealth management, today’s most innovative companies are revolutionizing how ambitious professionals build their careers while helping others secure their financial futures. Among these trailblazers, Facet Wealth stands out as a beacon of innovation in the financial planning landscape.
Founded in 2016, Facet Wealth emerged with a bold vision: to make comprehensive financial planning accessible to everyone, not just the ultra-wealthy. The brainchild of Anders Jones, Patrick McKenna, and Brent Weiss, this Baltimore-based company set out to disrupt the traditional wealth management model. Their mission? To empower individuals to live more fulfilling lives by providing them with personalized, technology-driven financial guidance.
At its core, Facet Wealth operates on a simple yet powerful principle: everyone deserves access to high-quality financial advice, regardless of their net worth. This ethos permeates every aspect of the company’s operations, from its innovative business model to its hiring practices.
A Fresh Approach to Financial Planning
What sets Facet Wealth apart from its competitors in the digital financial planning space is its unique blend of human expertise and cutting-edge technology. Unlike robo-advisors that rely solely on algorithms, Facet Wealth pairs each client with a dedicated Certified Financial Planner™ (CFP®) professional. This human touch ensures that clients receive personalized advice tailored to their specific needs and goals.
But don’t mistake this for a traditional financial advisory firm. Facet Wealth leverages proprietary technology to streamline processes, enhance communication, and provide clients with a seamless digital experience. This tech-forward approach allows the company to offer its services at a fraction of the cost of traditional wealth management firms.
The innovative business model has not gone unnoticed. Facet Wealth has garnered attention from industry experts and investors alike, securing substantial funding to fuel its growth and expansion. As the company continues to disrupt the financial planning industry, it’s creating exciting career opportunities for professionals across various disciplines.
Charting Your Course: Career Opportunities at Facet Wealth
For those looking to make their mark in the fintech world, Facet Wealth offers a diverse array of career paths. Let’s explore some of the key roles available:
1. Financial Planning Roles: At the heart of Facet Wealth’s operations are its financial planners. These professionals work directly with clients, providing personalized advice and crafting comprehensive financial plans. If you’re passionate about helping others achieve their financial goals and have a knack for explaining complex concepts in simple terms, this could be your calling.
2. Technology and Engineering Positions: As a tech-driven company, Facet Wealth is always on the lookout for talented software engineers, data scientists, and UX/UI designers. These roles are crucial in developing and maintaining the company’s proprietary technology platform, ensuring a smooth and intuitive experience for both clients and advisors.
3. Client Success and Support Careers: Building and maintaining strong relationships with clients is paramount at Facet Wealth. Client success managers and support specialists play a vital role in ensuring client satisfaction, addressing queries, and providing ongoing support throughout the financial planning journey.
4. Marketing and Business Development Opportunities: As Facet Wealth continues to grow, so does its need for marketing and business development professionals. These roles focus on spreading the word about Facet Wealth’s unique value proposition, attracting new clients, and forging strategic partnerships.
Whether you’re a seasoned financial professional looking to leverage technology in your practice or a tech whiz eager to make a difference in people’s financial lives, Facet Wealth offers a unique platform to grow your career while contributing to a meaningful mission.
Embracing the Future: The Facet Wealth Work Environment
In today’s rapidly evolving work landscape, Facet Wealth stands out with its forward-thinking approach to company culture and work environment. The company has fully embraced the remote-first model, allowing employees to work from anywhere in the United States. This flexibility not only broadens the talent pool but also enables employees to achieve a better work-life balance.
But don’t let the physical distance fool you. Facet Wealth has cultivated a strong sense of community and collaboration among its distributed workforce. The company leverages cutting-edge collaboration tools and technologies to ensure seamless communication and teamwork. From virtual water cooler chats to online team-building activities, Facet Wealth goes the extra mile to foster a sense of belonging among its employees.
Professional development is another cornerstone of the Facet Wealth experience. The company invests heavily in its employees’ growth, offering a range of learning and development opportunities. Whether it’s attending industry conferences, pursuing additional certifications, or participating in internal mentorship programs, Facet Wealth encourages its team members to continuously expand their skills and knowledge.
The Facet Wealth Difference: Qualifications and Skills That Set You Apart
While the specific qualifications vary depending on the role, Facet Wealth looks for certain key attributes in all its employees. Let’s break down some of the most sought-after qualifications and skills:
1. Educational Requirements: For financial planning roles, a bachelor’s degree in finance, economics, or a related field is typically required. For technology positions, degrees in computer science, software engineering, or similar disciplines are preferred.
2. Certifications and Licenses: Financial planners at Facet Wealth are required to hold or be actively working towards the Certified Financial Planner™ (CFP®) designation. Other relevant certifications, such as the Chartered Financial Analyst (CFA) or Certified Public Accountant (CPA), are also valued.
3. Soft Skills: Facet Wealth places a high premium on soft skills. Excellent communication, empathy, adaptability, and problem-solving abilities are crucial across all roles. The ability to explain complex financial concepts in simple terms is particularly valuable for client-facing positions.
4. Technical Skills: For technology-related positions, proficiency in relevant programming languages, data analysis tools, and cloud computing platforms is essential. Experience with fintech applications and an understanding of financial markets is a plus.
5. Cultural Fit: Beyond technical skills and qualifications, Facet Wealth looks for individuals who align with its mission and values. A passion for financial education, a client-first mindset, and a drive for innovation are all traits that can set you apart.
It’s worth noting that Facet Wealth values diversity and inclusion, recognizing that a variety of perspectives leads to better outcomes for both employees and clients. The company actively seeks to build a workforce that reflects the diverse communities it serves.
More Than Just a Paycheck: Benefits and Perks at Facet Wealth
Facet Wealth understands that attracting and retaining top talent requires more than just competitive salaries. The company offers a comprehensive benefits package designed to support employees’ overall well-being and professional growth.
Let’s delve into some of the key benefits and perks:
1. Competitive Compensation: Facet Wealth offers salaries that are competitive within the fintech industry. Many roles also include performance-based bonuses or equity options, allowing employees to share in the company’s success.
2. Health and Wellness Benefits: The company provides comprehensive health insurance plans, including medical, dental, and vision coverage. Additionally, Facet Wealth offers wellness programs and mental health resources to support employees’ overall well-being.
3. Retirement Savings Plans: Recognizing the importance of long-term financial security, Facet Wealth offers a 401(k) plan with company matching, helping employees build their own nest eggs while they help clients do the same.
4. Professional Development Resources: From conference attendance to online courses and certification support, Facet Wealth invests in its employees’ continued learning and growth.
5. Flexible Work Arrangements: As a remote-first company, Facet Wealth offers unparalleled flexibility in terms of work location and, in many cases, work hours.
6. Paid Time Off: The company provides generous paid time off policies, including vacation days, sick leave, and personal days, encouraging employees to maintain a healthy work-life balance.
7. Parental Leave: Facet Wealth offers comprehensive parental leave policies for both primary and secondary caregivers, supporting employees as they navigate major life changes.
These benefits not only contribute to employee satisfaction and retention but also align with Facet Wealth’s mission of helping people live better financial lives – starting with its own team members.
Your Journey Begins: Application Process and Career Advancement
Ready to embark on an exciting career journey with Facet Wealth? Here’s what you can expect from the application process:
1. Online Application: The journey typically begins with an online application through Facet Wealth’s careers page. You’ll need to submit your resume and potentially answer some role-specific questions.
2. Initial Screening: If your application piques interest, you’ll likely have an initial phone or video screening with a member of the HR team. This is an opportunity to learn more about the role and company culture.
3. Skills Assessment: Depending on the role, you might be asked to complete a skills assessment or case study. For technical roles, this could involve a coding challenge.
4. Interview Rounds: Successful candidates proceed to multiple interview rounds, typically conducted via video conference. These may include conversations with potential team members, managers, and sometimes C-level executives.
5. Final Decision: If all goes well, you’ll receive a job offer. Facet Wealth aims to make this process as transparent and efficient as possible, typically providing timely feedback at each stage.
Once onboard, Facet Wealth provides comprehensive training programs to set new hires up for success. For financial planners, this includes in-depth training on the company’s proprietary technology platform and approach to financial planning.
Career growth is a key focus at Facet Wealth. The company’s rapid expansion means there are often opportunities for internal advancement. Whether it’s moving up within your department or transitioning to a new area of the business, Facet Wealth encourages employees to explore different paths and take on new challenges.
Shaping the Future of Finance: The Impact of Joining Facet Wealth
As we wrap up our exploration of careers at Facet Wealth, it’s worth reflecting on the broader impact of joining such an innovative fintech company. By becoming part of the Facet Wealth team, you’re not just securing a job – you’re joining a movement to democratize financial planning and improve financial literacy on a national scale.
The Facet Wealth app and platform are revolutionizing personal finance management, making expert advice accessible to a broader audience than ever before. As an employee, you’ll be at the forefront of this transformation, helping to shape the future of financial services.
Moreover, the skills and experience you gain at Facet Wealth can open doors to a wide range of opportunities in the rapidly evolving fintech sector. Whether your passion lies in financial planning, technology, client service, or business development, Facet Wealth offers a unique environment to hone your skills and make a tangible difference in people’s lives.
In conclusion, if you’re seeking a career that combines purpose with innovation, Facet Wealth presents an compelling opportunity. From its mission-driven approach and cutting-edge technology to its focus on employee growth and well-being, Facet Wealth offers a unique value proposition for ambitious professionals.
So, whether you’re a seasoned financial advisor looking to leverage technology in your practice, a tech enthusiast eager to apply your skills in the financial sector, or a professional from any background passionate about improving financial literacy, Facet Wealth might just be the career destination you’ve been searching for.
Remember, the future of finance is being written right now, and companies like Facet Wealth are holding the pen. Why not be part of the story? Explore the opportunities at Facet Wealth today and take the first step towards a rewarding career in the dynamic world of fintech and financial planning.
References:
1. Facet Wealth Official Website. Available at: https://facetwealth.com/
2. “The Future of Wealth Management” by Deloitte Insights. Available at: https://www2.deloitte.com/us/en/insights/industry/financial-services/future-of-wealth-management-services.html
3. “The Rise of Hybrid Advice in Wealth Management” by McKinsey & Company. Available at: https://www.mckinsey.com/industries/financial-services/our-insights/the-rise-of-hybrid-advice-in-wealth-management
4. “The State of U.S. Financial Capability” by FINRA Investor Education Foundation. Available at: https://www.usfinancialcapability.org/results.php?region=US
5. “The Future of Jobs Report 2020” by World Economic Forum. Available at: https://www.weforum.org/reports/the-future-of-jobs-report-2020
6. “2021 Trends in Investing Survey” by Financial Planning Association. Available at: https://www.onefpa.org/business-success/ResearchandPracticeInstitute/Pages/2021-Trends-in-Investing.aspx
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