Facet

Facet is a financial planning company that offers a membership-based approach to managing personal finances. Unlike traditional financial advisors, Facet charges a flat fee for its services, rather than a percentage of assets under management. This makes financial planning more accessible and affordable for a wider range of individuals. Facet's services include comprehensive financial planning, investment management, tax planning, and estate planning. The company emphasizes a personalized approach, tailoring its services to each member's unique needs and goals.

Facet is committed to delivering transparent and unbiased financial advice through a team of CERTIFIED FINANCIAL PLANNER™ professionals. They utilize cutting-edge technology to provide members with access to their financial data and direct communication with their planner. Facet also offers various educational resources through its Learn Hub and frequently publishes articles and insights on its website to educate clients about various financial topics. By combining a human-centric approach with technology, Facet aims to empower its members to take control of their financial future and achieve their goals.

Facet offers a fully remote work environment, allowing employees to work from anywhere in the United States and Canada, depending on the role. The company also provides flexible PTO, allowing employees to prioritize their well-being and return refreshed. This commitment to flexibility fosters a work-life balance that empowers employees to achieve and maintain a healthy lifestyle while contributing to the company's mission.

Facet offers a comprehensive benefits package that includes competitive compensation, equity grants, and a 401(k) with employer match. Employees can work remotely from anywhere in the U.S. or Canada, depending on their role, and enjoy flexible paid time off and excellent health benefits including medical, dental, and vision insurance. Facet also provides a wellness reimbursement, pet insurance, a company membership at no charge, paid parental leave, and up to $2,000 per year in reimbursement for education-related expenses. Finally, employees are provided with a laptop, dual monitors, docking station, and other equipment to set up a comfortable home office.

Facet is a financial planning company that aims to make financial planning accessible and affordable for everyone. They offer a membership-based approach that provides holistic financial guidance, including investment management, tax planning, and benefits optimization, all delivered through a user-friendly technology platform. Facet believes in a human-centric approach, with certified financial planners providing personalized advice and support to help members achieve their financial goals and live fulfilling lives.

Facet promotes a culture of collaboration, innovation, and growth. They emphasize being "authentically you" and valuing diverse perspectives. They offer a remote-first work environment with a focus on work-life balance and employee well-being. Their benefits package reflects this commitment with competitive compensation, flexible PTO, excellent health benefits, and a Facet membership at no charge. They are also committed to increasing diversity in financial planning through initiatives like the Facet Wealth Scholarship for Increased Diversity in Financial Planning.

Facet’s approach to diversity, equity and inclusion emphasizes authenticity and creating a welcoming environment where everyone can contribute and succeed. They actively work to build a diverse team by sourcing talent from a broad pool of candidates, supporting opportunities for growth and development from within the organization, and ensuring that everyone has the opportunity to progress and advance. They also prioritize creating a safe space for open and honest conversations, being inclusive of all communities, and ensuring Facet is a place where everyone’s voice can be heard.