At Facet, we are redefining financial planning. We believe that objective, personalized financial advice is essential to living well, and we’re on a mission to empower millions of Americans to live more enriched lives.
To do this, we need the best Certified Financial Planners (CFPs) in the industry. We’ve stripped away the "old way" of doing business—no cold calling and no commission-chasing—allowing our planners to focus entirely on their craft. We are looking for a Contract Sourcer who is a specialist in the financial services landscape to help us find these elite professionals and share the Facet story.
Key Responsibilities:
- High-Velocity Sourcing: Utilize LinkedIn Recruiter to its fullest extent—leveraging advanced filters, Boolean strings, and InMail sequences—to find passive CFP talent.
- Candidate Management: Manage all candidate data and stage movement within Workable, ensuring our CRM is the single source of truth for the recruiting team.
- Urgent Outreach: Execute high-volume, high-quality outreach. We need someone who can spark interest in Facet’s unique model and move candidates from "curious" to "interviewing" within 24–48 hours.
- Strategic Vetting: Deeply vet candidates for the CFP® designation, ensuring their experience aligns with Facet’s holistic, fee-only planning philosophy.
- Ongoing Calibration: Partner with the recruiting team to refine search parameters based on real-time feedback and conversion data.
Requirements
- Financial Sourcing Expertise: Minimum 3+ years of experience sourcing for Financial Advisors, Wealth Managers, or CFPs. You must speak the language of the industry (RIAs, Broker-Dealers, Fiduciary standards).
- Tech Stack Mastery: Advanced proficiency with LinkedIn Recruiter and Workable. You know how to keep a CRM clean and how to maximize a recruiter license.
- The "Hustle" Factor: You thrive in fast-paced environments. You are motivated by speed and have a track record of meeting tight deadlines without sacrificing candidate quality.
- CFP Knowledge: A rock-solid understanding of the CFP® certification process and the regulatory landscape (FINRA, SEC, etc.).
- Availability: Ability to commit to 40 hours per week for the next 90 days with a strong likelihood for extension
Why Facet?
- Impact: You are hiring the front-line professionals who help our members achieve financial freedom.
- Flexibility: 100% remote work.
- Growth: While this is a 90-day contract, we are a fast-growing company. High performers often see extensions as we continue our expansion.
Benefits
- 3 month contract (possible extensions)
- 25-40 hours per week
- $35-$50 per hour 1099 based on experience
- 100% Remote - Work from anywhere in the U.S.
*Facet was ranked #1 Best Financial Advisory Firm 2025 by USA TODAY in April 2025 who partnered with Statista to rank the top 500 RIAs. Recommendations were collected via an independent survey among over 30,000 individuals. self-recommendations were prohibited, and no compensation was provided for the ranking. Facet has been Accredited with the Better Business Bureau® since June 2025, and as of February 2026 holds an A+ BBB Rating. This Accreditation does not imply BBB approval or endorsement. Plant-A Insights Group and Newsweek partnered to identify America's Top Financial Advisory Firms 2025. This analysis was performed with data as of September 2024 and reviewed over 15,000 financial advisories registered with the SEC. These rankings prepared by Plant-A reflect editorial content and no compensation was provided by Facet in connection with America's Top Financial Advisory Firms 2025." As of February 25, 2026; Facet has a 4.8 star rating with TrustPilot.com. TrustPilot uses a formula for calculation that considers three factors: time span, frequency, and Bayesian average. After the calculation, a TrustScore is then visualized into a star rating from 1 to 5 stars, including half stars. Facet’s star rating is calculated from reviews from January of 2022 to present day. Daily star rating may fluctuate. Companies on Trustpilot aren't allowed to offer incentives or pay to hide reviews and Facet has not made any payments in offer or receipt of any reviews. Please see additional information
What We Do
We believe financial planning, when done right, is essential to living well. That’s why we created Facet. Our mission is to improve the lives of millions of Americans by offering impartial and valuable financial advice and services at an affordable membership fee. Disclosures: https://facetwealth.com/legal-documents/social-media-disclosure/
