Teams at Facet (facet.com)

Provides client-facing trading support and education on trade execution, order types, options, tax implications, cost basis, rebalancing, and brokerage processes. Partners with financial planners, monitors trades across custodians, resolves complex inquiries, supports managed account and direct-indexing workflows, and improves trading operations. Requires strong knowledge of equity and ETF trading, portfolio software, analytical tools, and clear member communication.

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.

Develop product positioning, messaging, and go-to-market strategies for financial services. Lead launches, analyze consumer insights and competitive intelligence, create marketing and sales enablement content, maintain claims and visual libraries, and collaborate with product, sales, planning, UX, engineering, and marketing teams to drive growth and member engagement.