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Facet makes high quality financial advice available to the mass affluent market

Business Development Associate

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About Facet
acet 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

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 the face of the Facet experience for potential clients.You will be responsible for helping clients understand Facet’s mission and how working with Facet can be a life-changing differentiator for their financial future. You will be the first point of contact in conveying Facet’s planning pillars and why we are firm believers that human advisors are the key to true quality advice. You will be an integral member of the Facet family and will work in an exciting and collaborative team environment with Client Success Managers and the rest of the Facet team.

About You
You want to work in sales and are passionate about career growth
You are looking for an entry-level position and want to be considered for a promotion within 6 months
You want to work in a fast-paced and casual startup environment
You have experience in outbound B2C sales, preferably over the phone.
You have the desire to spend your day talking to people.
You are organized, diligent, and persistent
Specific Job Requirements:
Deliver the Facet Wealth value proposition to potential clients
Conduct outbound sales campaigns to initiate contact with potential clients
Make a large volume of outbound dials daily
Schedule times for Client Success Managers to have introductory calls with prospective clients
Accountable to hitting certain goals from connection rate to prospect conversion rate

Preferred Skills and Experience:
Background and experience in the financial services industry, or in sales to individual customers
A sales mentality – you are comfortable with part of your compensation being tied to performance and believe in owning your own destiny
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!

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 every day 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!

Competitive salary and potential for equity: we pay up for the best talent
Unlimited vacation and flexible work schedules: we trust you
All the benefits: health insurance, 401(k), etc (oh, and a dedicated financial planner)
Work with the best: see our A-player credo above
Potential for advancement- we want our team members to improve personally and professionally!
Take a shot at helping millions of people live better financial lives
Job type
Visa sponsorship
Not Available
Hiring contact

Jen Lackmann

Avatar for Jen Lackmann

Facet Wealth at a glance

Facet makes high quality financial advice available to the mass affluent market

Facet Wealth focuses on Financial Services, Wealth Management, and Fin Tech. Their company has offices in Baltimore. They have a mid-size team that's between 51-200 employees. To date, Facet Wealth has raised $33M of funding; their latest round was closed on September 2018.

You can view their website at https://facetwealth.com or find them on LinkedIn.

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