Overview

About The Role: As a Sr. CSM (Sales Consultant), you will be responsible for working directly with our amazing clients to bring them onboard at Facet Wealth. Our onboarding process allows you to share Facet’s mission and how working with Facet can be actually life-changing. You will be responsible for conveying Facet’s planning pillars and why we, as a firm, believe that human advisors (who also happen to be incredible and knowledgeable financial professionals) are the key to true, quality, actionable guidance.