Smoke and mirrors - long hours, poor tools, abusive management, ridiculous quotas - Lead Planner Facet Employee Review

1.0
Mar 24, 2021
Recommend
CEO approval
Business outlook

Pros

The salary is decent. Working from home is a definite plus. Being able to serve regular people instead of millionaires is great.

Cons

Planning team management is awful. Your goals are a moving target. They expect you to have 20+ client meetings, run all of the analysis, monitor the investments, maintain all admin work, and carry a client load of 200 clients. The "planning tools" are no better than online calculators. Expect 12 hour days every day. The management team will gaslight you when you speak up and ask for change. They will continually point the blame back to you as a planner rather than admit that their goals are unrealistic. Pay attention to the negative reviews. This is how most planners feel at Facet, but can't say anything out of fear of losing their jobs.

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Facet Response
5y
Thank you for your review. Although it appears that you are no longer an employee with us, we still appreciate you taking time to provide feedback on your experience. It is important for us to hear what we are doing well and what we need to improve upon as a growing start up. We value transparency and honesty here at Facet Wealth and want to take the time to reiterate that we have an open door policy for both current and former employees to ask for help or communicate any concerns they may have. Therefore, if you are willing to share more, please email hr@facetwealth.com and we would be happy to discuss.

Explore other reviews about Facet

5.0
Jun 11, 2026
Anonymous employee
Recommend
CEO approval
Business outlook

Pros

Remote/WFH Good pay Very strong leadership Great culture, but very competitive so may not be for everyone

Cons

Very fast paced There is no hiding if you want to just go with the flow in your role Leadership is never happy beating targets, you have to then beat those numbers the next month.

1.0
Jun 23, 2026
Recommend
CEO approval
Business outlook

Pros

- work from home - set your own hours - competitive salary

Cons

It is difficult to overstate how much I regret leaving my previous employer to help Facet pursue its mission. This review is through the lens of the sales team, and I can not speak to other departments within the company. As you read other reviews and consider their legitimacy, ask yourself if someone who thinks their employer is a 5-star company would only use a handful of words to describe why they feel that way. I would personally spend more time than that to describe why I love a company so much that I'd give it 5/5. One of the first things you are told is that, because you are not cold-calling, the leads you receive are highly qualified and ready to make a purchasing decision. In my experience, that was not the reality. Facet's advertising is intentionally vague, and pricing is withheld until prospects are already on the phone with a salesperson. A significant portion of my conversations began with prospects saying they did not actually understand what Facet did and simply wanted more information. The company also continuously markets "limited-time" discounts, creating pressure on prospects to make impulse decisions. This works against you way more often than it works for you. Another major concern was lead distribution. It became increasingly apparent that management was funneling opportunities in a highly uneven manner. Favorable treatment of certain salespeople seemed to result in dramatically better opportunities, while others were left working substantially lower-quality leads. It became a game of mine to track the same favored individuals suddenly generate more sales in the final few days of a month than they had during the entire period leading up to it. Prioritizing stronger performers is understandable. However, the disparity in lead quality was so significant that sales results often appeared to reflect access to opportunities more than sales ability. I would normally suggest seeking guidance from experienced teammates, but turnover was so high that when I left, fewer than 15% of the sales organization had been with the company for more than six months. I have worked for multiple organizations throughout my career and have never felt compelled to leave a negative review. However, I believe prospective employees deserve an honest account of my experience. If you choose to join Facet's sales team, my advice is simple: avoid questioning management, align yourself with the individuals that leadership favors, and hope you are among those who receive the opportunities needed to succeed.

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