Facet Wealth

Facet Wealth is one of the fastest-growing financial services companies. By providing each client with their own CFP® professional to integrate unbiased financial advice into every facet of their life, at an affordable subscription price, we’re creating financial planning as it should be.

Apr 07, 2022  
Facet is a fully remote FinTech company with a mission to empower people to live more enriched lives by delivering a new standard of financial advice that elevates expectations across consumers and the industry. We believe that unbiased, personalized financial advice that integrates into every facet of life is essential to living well. People’s financial lives are dynamic and ever-evolving, so we cover everything money touches–from starting a business to buying real estate to your investments and much more. Facet believes financial advice should be delivered with a fresh, human-plus-tech approach, that includes a CFP® professional–the highest certification possible. The Role: Facet Wealth is looking for an experienced and innovative  Content Strategist  to join the Client Experience team. The position, reporting into the Head of Client Experience, will work cross functionally to develop unique story ideas, drive ideation for and creation...
Facet Wealth Remote Full time
Mar 15, 2022  
About The Role: At Facet, we are building financial planning as it should be. A requirement of delivering on this is a best in class analytics infrastructure to measure, report and most importantly take action on key business drivers across revenue generation and retention.  As Head of Growth and CX Analytics , you will help drive the development and management of Facet Wealth’s revenue, client experience and retention programs. You’ll leverage your knowledge of marketing sales, finance, ad tech, analytics tech, project management, while partnering cross-functionally with marketing, sales CRM, and FPNA (finance) teams to deliver meaningful insights that leads to achieving targets. This role will report to our COO and is a critical part of the organization. Your Day-To-Day Responsibilities: Create a comprehensive analytics/measurement system to drive sales, marketing and company CX/CRM decision making and optimizations Build reporting system...
Facet Wealth Remote Full time