Facet is disrupting the wealth management industry. Our innovative technology and unique planner model allow us to deliver high quality financial planning services to the 33 million mass affluent households in the US.
As a company, our goals are to:
- Help millions of Americans achieve their financial goals through high quality financial advice previously unavailable to them
- Build the next generation of financial planning and financial life management tools that redefine how wealth management services are delivered
- Create a company culture that is as fun as it is stimulating
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!)
What We Believe
- We’re here to deliver amazing client experiences. No matter the role at Facet, we are all 100% committed to excellence in service of our clients.
- Every single member of our team needs to be an active participant in helping to improve and evolve our business. We take great pride in being the stakeholders and builders of our destiny
- Perfection is the enemy of progress. We rapidly iterate to learn as quickly as possible.
- Change is not only something we tolerate, but something we embrace. Transformative change is critical to our growth and success and we all thrive off of it.
- We take our mission seriously, but also remember to have fun!
- Everyone belongs: bringing your authentic self to table is what makes you unique and thus Facet unique. We encourage you to be authentically yourself, every single day.