Facet

Financial planning for every facet of your life

101-250 employees

Founded 2016

$100M series c

Financial Services

Private Company

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Financial Services Wealth Management Finance

Remote-First Company

This company operates with a remote-first culture, allowing team members to work from anywhere. Team members are distributed across the U.S. and Canada.

Open Positions17

Work from anywhere in the USFull-TimeFinancial ServicesPosted

Trading Specialist

Serve as the primary point of contact for members regarding trade execution, order types, cost basis, and portfolio rebalancing.
Educate members on brokerage features, market mechanics, trading rules, and tax-loss harvesting concepts.
Resolve elevated member inquiries regarding trade discrepancies, order status, and corporate actions.
Partner with CFP financial planners to align execution workflows with member financial plans.
Facilitate and monitor trade requests and model adjustments across custodian platforms like Schwab, Fidelity, and Apex.
Act as an internal trading authority for managed account mechanics and multi-sleeve portfolio structures.
Identify opportunities to streamline trading interactions and internal escalation workflows.

Microsoft Excel

Showing 1 of 17 positions

About Facet

Facet is redefining financial advice, moving beyond asset minimums to serve millions of underserved Americans. We combine human expertise with AI to offer comprehensive financial planning, earning us the #1 Best Financial Advisory Firm 2025 ranking by USA TODAY. Join us to empower individuals to live more enriched lives through objective, personalized financial guidance.

How We Work

You will work in a remote-first environment, allowing you to contribute from anywhere in the U.S. Our "One Facet" mentality fosters a flat, non-hierarchical structure. This approach eliminates silos and encourages a community of growth-seekers. You'll join a team that values continuous improvement and an inclusive environment.

Engineering at Facet

You will leverage a powerful "human-plus-tech" approach, integrating CFP® professional expertise with AI and automation. We have built a proprietary, AI-enabled tech stack in-house to streamline operations and enhance the member experience. Our engineers solve diverse problems, ranging from classical machine learning to NLP and LLMs. We emphasize serverless architectures on AWS and GCP, utilize Terraform for infrastructure-as-code, and explore technologies like Pinecone, LangChain, and OpenAI API integrations.

Why Join Us

Empower individuals with objective financial advice, free from commission pressure.
Craft your expertise by focusing on member relationships, supported by AI-driven tools.
Join a rapidly growing company, backed by $193 million in funding, disrupting a legacy industry.
Work in a remote-first culture with flexible PTO and comprehensive benefits.
Contribute to an award-winning firm recognized by USA TODAY and Newsweek.

Benefits & Perks

Competitive compensation with base salary and bonus.
Equity (ISOs) to make you a shareholder in our mission.
Flexible Paid Time Off (PTO).
Comprehensive benefits including medical, dental, vision insurance, and 401(k) with employer match.
Short and long-term disability coverage (paid by Facet).
Life insurance options and paid parental leave.
Certification reimbursement program.
Wellness reimbursement program.
Education reimbursement program.

Tech Stack

mxmobilewidgets

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