Facet was founded in 2016 on the belief that objective, personalized financial advice is essential to living well. Our mission is to empower people to live more enriched lives by delivering a new standard of advice. By removing asset minimums, we provide holistic planning that goes far beyond investments to address every way money impacts life. Our team of CFP® professionals are at the core of our service and are empowered by our best-in-class support teams and proprietary technology platform. This model allows Facet to integrate advice into our members’ entire financial picture—all for an affordable, flat membership fee.
Our commitment to innovation and member success has earned national recognition, including being ranked the #1 Best Financial Advisory Firm 2025 by USA TODAY and named to Newsweek’s list of America’s Top Financial Advisory Firms 2025. With an A+ BBB Rating and a Trustpilot “Excellent” score (as of Sept. 16, 2025)*, we are proud to be redefining the industry for our members and our team alike.
The Membership Associate will work in a call center environment, using their excellent communication skills and knowledge of the company's financial planning approach to help expand Facet's reach to millions of underserved Americans. You’ll be the initial point of contact for prospects, effectively representing Facet's mission, brand, and value.
This position offers exceptional training and uncapped earning potential in a fast-paced sales environment for individuals dedicated to continuous learning and hard work.
Your Day-To-Day Responsibilities:
- Proactively engage prospects through outbound sales campaigns
- Serve as the initial point of contact of our brand, sharing Facet’s mission & value
- Build strong rapport and relationships, while delivering an exceptional prospect experience
- Qualify prospects through outbound calls, converting them into scheduled meetings for sales
- Pass qualified prospects to sales to fuel their pipeline and generate revenue