Facet

• As an Associate Financial Planner, you will support approximately 2 senior lead planners. Your time is balanced across three high-impact buckets: • Directly onboard 2 of your own personal members each week with "live classroom" guidance and real-time support from your Director. • Shadow active planning sessions to learn how to explain complex topics in a simple, jargon-free manner. • Participate in cross-functional rotations within Member Experience (MX) and Trading & Investment Ops (TIO) to learn the full scope of firm operations. • Analyze incoming financial inputs—including data, statements, and tax returns—to independently identify interlocking financial opportunities and tax efficiencies. • Own the core decision-making for underlying financial strategies and map structural paths directly into our system. • Translate big-picture goals into bite-sized, tactical action items and next steps for members. • Act as the primary point of contact for members when lead planners are out of office, ensuring a continuous, warm relationship. • Review inbound messages and utilize our human-at-heart framework to address urgent questions or calm financial anxieties.

• High-Touch Member Support: Serve as the frontline expert for members, providing high-energy, professional, and empathetic support across phone, email, and live video (Zoom). • Virtual Guided Onboarding: Lead members through screen-share sessions to troubleshoot app issues and facilitate complex investment transfers (ACATs/Rollovers) in real-time. • Active Pipeline Management: Maintain a rigorous follow-up cadence, proactively calling and emailing members with status updates on their money movements to ensure they are never left wondering. • Communication Excellence: Manage a high volume of member inquiries with a focus on responsiveness, clarity, and "closing the loop" on every ticket. • Calendar & Meeting Mastery: Strategically manage your schedule to maximize availability for member calls, ensuring a frictionless booking experience for those who need your help. • Feedback Loop: Act as the "Voice of the Member" by documenting common pain points discovered during live interactions and collaborating with Product teams to solve them. • Service Recovery: Proactively reach out via phone to members who have reported less-than-ideal experiences (low CSAT/NPS) to listen, learn, and resolve their concerns.

• Serve as the frontline expert, providing high-energy, professional, and empathetic support across phone, email, chat, and live video (Zoom). • Masterfully manage a high volume of member inquiries with a strict focus on responsiveness, clarity, and "closing the loop" on every single interaction. • Strategically optimize your calendar to maximize availability for live member calls, ensuring a seamless booking experience for those who need immediate help. • Actively document common user pain points discovered during live interactions, partnering with our Product and Engineering teams to solve issues at the root. • Proactively reach out to members who have reported less-than-ideal experiences (low CSAT/NPS) to actively listen, learn, and turn their experience around.

• Paid media strategy and roadmap. Own the annual and quarterly strategic roadmap across all paid channels. Define how we allocate, where we test, and how we scale to hit aggressive growth targets. • Platform expertise and intelligence. Maintain a continuous, expert-level pulse on the mechanics, algorithm updates, and best practices across every platform in our mix — ensuring Facet is always operating at the leading edge of what each channel has to offer. Translate that intelligence into real-time strategic adjustments that keep us ahead of platform changes rather than reacting to them. • Experimental architecture. Design a rigorous, disciplined test-and-learn framework that generates real signal. Build the methodology that moves us from limited, ad hoc testing to a structured innovation pipeline. • Agency governance. Own the strategic direction of our media agency relationship. Set the brief, define the rules of engagement, and build the governance model that keeps execution tight and accountable. • Affiliate channel ownership. Own our affiliate partnerships program end-to-end — optimizing the performance and economics of existing partners while proactively identifying and onboarding new partners that expand our reach and scale. Build the affiliate channel into a meaningful, diversified growth driver. • Paid channel diversification. Continuously evaluate our paid channel mix and identify opportunities to expand into new paid platforms and environments — with platform-native strategies built specifically for each, not repurposed assets from existing channels. • Geographic expansion. Own the sequencing and playbook for maximizing reach and penetration in primary markets while expanding into new markets and DMAs in line with our growth strategy. • CPO architecture. Own the roadmap to our aggregate cost-per-opportunity targets. Understand every lever — media mix, funnel efficiency, creative performance, audience strategy — and drive the plan to get there at scale. • Cross-functional collaboration. Work closely with our Director of Partnerships & Content to ensure performance intelligence and platform requirements are informing the creative brief and content pipeline. Bring a clear, data-driven point of view to every cross-functional conversation.

• Conduct internal customer research, analyze internal data and competitors to understand what are the experiences we need to build • Estimate potential upside, understand resourcing and build cases for investing in various features • Prioritize and sequence various features, build product roadmaps based on qualitative and quantitative analysis of the opportunities • Collaborate with cross-functional stakeholders to get buy-in and sharpen the understanding • Lay out product requirements and see through the execution and product launches, deciding on running certain interventions as features or experiments, and iterate to optimize the experience • Own execution end-to-end — including AI prototyping, and doing analysis with the support from the data team • Use all of the above to drive business metrics as an ultimate owner of your area

• Manage and scale the Planning Leadership Team, coaching them to be world-class developers of talent who master the human elements of advice. • Serve as the VP’s operational proxy, leading the management layer independently and making high-stakes tactical decisions. • Own the delivery of core metrics – pod NPS, planner capacity, and member action on advice – across a large, scaling workforce, ensuring high volume never dilutes quality. • Lead the organization through the transition from tech proficiency to AI fluency. • Drive functional alignment to ensure all members have a high quality experience at every touchpoint. • Translate complex business strategies into an inspiring "why" that drives organizational action and talent growth.

• High-Impact Engagement: Conduct 4–6 virtual strategy sessions per day, translating technical complexities into actionable paths that align with your members' long-term life goals and inciting action. • Comprehensive Execution: Take full ownership of the planning lifecycle—from cash flow management and advanced investment strategies to tax planning strategies and integrated risk management. Deeply focus on pre-retiree/retiree issues, including Social Security claiming, Medicare options, income source coordination (pensions, annuities), and estate plan integration. • Relationship Management: Rapidly establish deep-seated trust in a remote environment, maintaining an organized and elite client experience within the dynamic, fast-paced energy of a scaling firm. • Emotional Architect: Exceptional soft skills to expertly provide confidence and reassurance in the plan. Effectively manages member emotions and adjusts communication style based on audience. • Elite Time Management: Effectively and ruthlessly manage your calendar to provide an organized experience while staying adaptable to the fast-paced energy of a scaling firm.

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. Why Facet? The Future of Financial Planning The Senior Financial Planner role at Facet is unlike any other in the industry. We’ve stripped away the "old way" of doing business—no cold calling, no commission-chasing, and no mountains of paperwork. We’ve created a role focused entirely on why you became a planner in the first place: to hone your craft and change lives. What Makes This Role Different? - Sell Life Change, Not Products: We’ve eliminated the pressure of business development. You aren’t a salesperson for a fund; you are a catalyst for behavior change. Because we utilize a flat-fee model (not AUM-based), your advice is always objective. If a member should pay down debt instead of investing, that’s exactly what you’ll tell them. - Focus on the Member, Not Paperwork: We’ve built a proprietary, AI-enabled tech stack and a dedicated support ecosystem (Trading & Operations, Planner Support, and Member Experience) to take the administrative burden off your plate. You don't gather onboarding data or execute trades; you build relationships. - Join a Movement: We operate with a "One Facet" mentality—a flat, non-hierarchical structure that eliminates silos. You aren't just joining a company; you’re joining a community of growth-seekers redefining an underserved industry. Your Impact & Responsibilities As a Sr. Financial Planner, you will act as a financial life coach and guide, helping members make sense of their financial lives through actionable, technology-backed advice. - Conduct 4–6 virtual member meetings per day, motivating members to take action on recommendations that are in their absolute best interest. - Rapidly build trust and credibility in a remote setting, fostering long-term relationships through a consistent, high-quality experience. - Emphasize the importance of integrated solutions—including investments—as a part of a holistic life plan. - Partner with our Trading and Investment Ops teams to manage portfolios and tax strategies, while providing feedback to help improve our proprietary planning tools. - Efficiently manage your calendar and time to provide an organized experience for your members while staying adaptable to the fast-paced energy of a scaling firm. Who You Are - A Passionate Advocate: You love helping people reach their goals and thrive when working with a large volume of members. - A Tech Champion: You fully embrace technology and AI-driven tools to enhance your efficiency and the member experience. - Adaptable & Organized: You are process-oriented but not afraid of the hard work  that comes with disrupting a legacy industry. - A Relationship Builder: You can build deep connections quickly in a virtual environment.

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

• 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