Facet (facet.com)

HQ
Baltimore
208 Total Employees
Year Founded: 2016

Facet (facet.com) Benefits Overview

Compensation + Benefits

Offers 401(K)

Offers life insurance

Offers disability insurance

Offers supplemental life insurance

Offers company equity

Offers employee discounts

Offers dental insurance

Offers health insurance

Offers Health Savings Account (HSA)

Offers Flexible Spending Account (FSA)

Offers vision insurance

Offers dependent care

Provides family medical leave

Offers generous parental leave

Work-Life Balance + Wellbeing

Offers company-sponsored outings

Offers an Employee Assistance Program (EAP)

Offers generous PTO

Provides paid sick days

Provides paid holidays

Provides bereavement leave

Career Growth + Development

Provides customized development tracks

Job training & conferences

Provides tuition assistance

Company Culture

Utilizes a flexible work schedule

Offers a remote work program

Office is pet friendly

Provides a mobile phone discount

Provides free snacks and drinks

Offers diversity-based Employee Resource Groups

11 Days AgoSaved
Remote
United States
Fintech • Software • Financial Services
Lead a team of CFP professionals, coach them in technical and interpersonal financial planning, develop scalable planning frameworks, and serve as the planning authority for a key practice area. Partner with Product, Engineering, Marketing, and Compliance teams on tools and communications while managing a small client portfolio to pilot initiatives and model best practices.
12 Days AgoSaved
Remote
United States
Fintech • Software • Financial Services
Lead planner onboarding and enablement across the first 90 days, coordinating setup, training, readiness tracking, and coaching interventions. Facilitate financial planning upskilling, career progression modules, practice drills, and leadership coaching frameworks. Partner cross-functionally with Operations, Compliance, People, Planning Leadership, IT, and other teams to improve enablement programs. Use AI and modern technology to increase learning and operational efficiency while identifying curriculum gaps and iterating training methods.
18 Days AgoSaved
Remote
United States
Fintech • Software • Financial Services
Provides high-touch, member-facing tax planning and advisory services without preparing tax returns. Leads virtual consultations, answers tax questions, reviews Form 1040s, models Roth conversions and other strategies, researches federal and state tax issues, and collaborates with CFP professionals on holistic financial plans. Advises on real estate, charitable giving, business entities, retirement distributions, and equity compensation.