Facet

Facet is a rapidly growing financial services company dedicated to providing a human-centric approach to financial planning and making financial advice accessible to underserved populations.

Related companies:

🏢 Smartsheet

🏢 Wellhub

🏢 Social Discovery Group

Jobs at this company:

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🔥 Financial Sales Representative

Posted 2024-11-16

📍 United States

🧭 Full-Time

💸 55000 - 120000 USD per year

🔍 Financial services

Minimum of 2+ years of experience in financial sales.
Comfortable making outbound dials to warm sales leads.
Strong interpersonal and communication skills, both written and verbal.
A commitment to providing exceptional member service and support.
Ability to work independently while collaborating with a team.
Experience in the financial services industry preferred.
Proficiency in using digital communication tools and software.
Willingness to adjust working hours to suit member availability, including evenings and weekends.
Possessing a strong member-first attitude and demonstrating personal integrity.

Conducting meetings with prospective members through video calls, phone calls, and emails.
Managing a pipeline of interested prospects by scheduling meetings through text, email, and outbound dials.
Explaining Facet's planning process and managing member expectations.
Helping potential members understand how personalized financial planning can improve their quality of life.
Facilitating smooth transitions to our financial planners by clearly communicating member needs and expectations.

Business DevelopmentBusiness developmentGoCommunication SkillsCollaborationProblem SolvingCustomer serviceNegotiationAttention to detailOrganizational skillsPresentation skillsTime ManagementWritten communicationMultitasking

Posted 2024-11-16

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🔥 Senior Taxation Specialist (contract)

Posted 2024-11-14

📍 United States

🧭 Contract

💸 65 - 75 USD per hour

🔍 Financial services

7+ years experience leading a scaled tax prep solution.
7+ years experience in personal tax preparation and advice.
CPA Designation or EA.
Ability to identify tax issues as they arise.
Deep understanding of different employee stock option plans (RSUs, ISOs, NSOs, etc).
Deep understanding of tax law and regulations, specifically how it impacts individuals.
Experience leading a scaled tax prep solution.
CFP® Designations preferred.
Ability to handle multiple client engagements in a fast-paced environment.
Excellent written and verbal communication skills.
Superior interpersonal, organizational, and client service skills.
Client first attitude, professional demeanor, personal integrity and understanding of fiduciary responsibility.
Excellent computer skills along with the ability to learn in-house software and tools.
Dedicated to developing a career in the financial services industry with potential for advancement.

Meet with 20 members a week to review tax strategies available to them and provide education when needed.
Correspond with members directly to answer their tax questions in accordance to their service tier.
Research tax issues to develop effective tax planning solutions.
Coordinate learning center to broaden team’s tax advice skillset as a whole.
Coordinate with the Head of Planning on all aspects of tax advice as it relates to the Facet Way of financial planning.
Create tax withholding recommendations for members.
Preparation of federal & state quarterly estimated payments.
Support requests and questions from teammates and members.

LeadershipCommunication SkillsAnalytical SkillsCollaborationMicrosoft ExcelProblem SolvingCustomer serviceMicrosoft OfficeAccountingAttention to detailOrganizational skillsPresentation skillsTime ManagementWritten communicationMultitaskingMicrosoft Office Suite

Posted 2024-11-14

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🔥 Senior Security Analyst

Posted 2024-11-07

📍 United States

🧭 Full-Time

💸 140000 - 170000 USD per year

🔍 FinTech

5-8 years experience as a Senior Security Analyst, Penetration Tester, Senior Red Team Analyst, Risk Analyst, or Vulnerability Researcher.
5-8 years designing, building, or operating security controls in cloud environments or distributed systems.
Demonstrated experience working cross-functionally to deliver effective security capabilities.
Demonstrated experience with scripting and building automations in complex environments.
Intermediate operating systems support, development, or security hardening experience with Windows, MacOS, and Linux.
Demonstrable experience working to secure distributed systems and web applications.
1-2 years experience with infrastructure as code frameworks.
Experience with industry security frameworks such as SANS Top 20, CIS, NIST, MITRE ATT&CK, OWASP.
Demonstrable interest in particular topics in the security industry.

Develop, test, and implement new ways to solve security issues.
Embed with product and engineering teams to identify, evaluate, and treat security risks during the product development lifecycle.
Collaborate with member services and investment operation teams to assess and enhance processes, identify risks, and create risk mitigation capabilities.
Develop automations to handle, track, and heal from potential security incidents, report on, and remediate vulnerabilities.
Assist with investigation of potential incidents and subsequent response.
Create security patterns for cloud systems and collaborate with platform engineering team members to implement.
Support the evaluation of new technologies, vendors, or processes that enhance security capabilities and advise on their effectiveness in the context of the business.
Support / guide vulnerability testing, risk analyses and general security assessments.
Contribute technical expertise to corporate security policies, procedures, standards, or guidelines.
Conduct reviews of existing security technologies, generate recommendations, and implement enhancements, where appropriate.

AWSCloud ComputingCybersecurityGCPMac OS X*NixAmazon Web ServicesCommunication SkillsAnalytical SkillsCollaboration

Posted 2024-11-07

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🔥 Senior Front End Engineer - React

Posted 2024-11-07

📍 United States

🧭 Full-Time

💸 150000 - 170000 USD per year

🔍 FinTech

5-10+ years of full stack web development or related experience.
3+ years of experience in React 16+.
Experience with relational databases, preferably MySQL.
Familiarity with AWS services like ECS, EC2, RDS, S3.
Knowledge of REST Architectural style and The Clean Architecture.
Experience with Git/Bitbucket, Webpack, Gulp, or Grunt.
Familiarity with frontend testing tools such as Mocha/Chai, BrowserStack, Puppeteer and automated testing practices.
Responsive design and Progressive Web Applications (PWAs) experience.
Familiarity with Linux and Docker.
Knowledge of FinTech APIs like Plaid, Finicity, Yodlee, APEX, Orion is a plus.

Collaborate with Product and Planners to define solutions to problems.
Design, develop, and test code written in Golang and React and deployed to AWS.
Estimate tickets in a ScrumBan process.
Commit code constantly to Git/Bitbucket in a mainline development environment.
Write tests and engage in pair programming.
Participate in daily standups and weekly learning sessions.
Engage in performance improvement activities and hackathons.

GitGolangReactLinux

Posted 2024-11-07

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🔥 Lead Data Scientist

Posted 2024-10-23

📍 United States

🧭 Full-Time

💸 170000 - 195000 USD per year

🔍 Financial planning, consumer technology

6+ years of experience in a data science or machine learning role.
Experience with business efficiency metrics like CAC, LTV, AR, etc.
Proficiency with Python and SQL.
Knowledge of predictive modeling techniques including regression, classification, clustering, and optimization.
Experience with dashboarding tools and end-to-end data pipelines.
Familiarity with secure data handling practices.

Exposing Insights: Produce analysis reports and diagnostic models to discover hidden patterns in data.
Evaluate & Produce Quality: Ensure code quality is maintained through reviews.
Data Engineering: Gather, clean, and preprocess data, and perform feature engineering.
Predictive Modeling: Develop, validate, and deploy predictive models using various algorithms.
Generative Modeling: Use technologies to create abstractions and novel features.
Continuous Improvement: Stay updated on trends in data science and participate in knowledge-sharing.

PythonSQLData AnalysisMachine LearningAlgorithmsData analysisData engineeringData science

Posted 2024-10-23

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🔥 Financial Sales Consultant

Posted 2024-10-15

📍 United States

🧭 Full-Time

💸 $75,000 - $195,000 per year

🔍 Financial services

3+ years of financial sales experience.
Must be able to meet and consistently maintain minimum WiFi standards.
Ability to work nights/weekends as needed based on member availability.
Background and experience in the financial services industry; knowledge of key financial, investment and risk management concepts.
Excellent written and verbal communication skills.
Superior interpersonal, organizational, and member service skills.
Member first attitude, professional demeanor, personal integrity and an understanding of fiduciary responsibility.
Willingness to work independently with guidance and oversight from a team coach.
Excellent computer skills along with the ability to learn in-house software and tools.

Work directly with prospective members via videoconference, phone and email.
Act as a first step in helping potential members achieve their goals by explaining Facet’s planning process and managing expectations of both Planners and members.
Professionally and objectively help potential members understand how custom financial planning and working with our Planners can enhance their quality of life.
Assist in translating your experience with potential members to Planners for a smooth transition to the planning process.

Business DevelopmentData AnalysisFinancial ManagementBusiness developmentData analysisCommunication SkillsCollaborationMicrosoft ExcelOrganizational skills

Posted 2024-10-15

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Facet

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