68 applicants

Company

Facet · 12 hours ago

Investment Specialist - Remote

United States

Full-time

Remote

Mid Level

$80K/yr - $95K/yr

3+ years exp

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Responsibilities

Provide consultative expertise to our members that facilitates investment management at Facet

Consult with members to effectively help them utilize the investment offering that is included in their Facet Membership benefits

Meet with :20 members each week via videoconference, phone, and e-mail to communicate Facet's unique investment management strategies, effective process and distinct offering in context with their overall financial plans

Resolve any potential client objections to investing at Facet directly and through targeted message campaigns, building a library of content for planners and clients to access.

Drive Influence with members to target 75% of interactions resulting in Facet-managed accounts

Work with members to implement their portfolio recommendations by coordinating account opening and funding activities with our Investment Operations team

Coordinate with Facet's Head of Investments to deepen investment acumen and drive thought-leadership. In addition, participate in small Q&A sessions and live webinars designed to communicate Facet's research-backed investment philosophy to members.

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

Investment Advisor RepresentativeCFP® DesignationInvestment strategiesModern portfolio theoryTax advantaged accountsBrokerage accountsGlobal asset allocationClient service skillsSeries 65Series 7Series 66CFACIMAGoogle SuiteAgile environment

Required

3+ years of experience working directly with clients in financial services, preferably in an investment related setting with demonstrated success in understanding client goals and relevant investment saving strategies/vehicles

Must be able to be registered as an Investment Advisor Representative under a SEC Registered RIA: CFP® Designation, Series 65 or Series 7/66 Combo (upon hire Facet will only register a Series 66 license as an Investment Advisor Representative and cannot hold any representatives active BD Series Licenses)

Experience with (and interest in learning) a wide range of investment concepts including modern portfolio theory, tax advantaged accounts, brokerage accounts, and global asset allocation strategies

Superb consultative positioning skills, communication, organizational, and client service skills to establish rapport with members and Facet Planners

Work independently and as a member of a team, balance multiple responsibilities simultaneously, and demonstrate exceptional time and calendar management skills

Must be able to meet and consistently maintain the minimum WiFi standards in order to efficiently work in the Company's environment, and effect quality online connections

If these WiFi speeds are not met, it will be the employee's responsibility to troubleshoot and potentially upgrade to meet the minimum speed

Preferred

CFP® designation and/or other applicable credentials (Ex. CFA or CIMA) highly desired

Embody a continuous improvement mindset, learn Google suite and become proficient in new computer systems or digital tools

Experience in a start-up or Agile environment with demonstrated ability to create innovations that improve the member experience or yield efficiencies for the business

Have critical thinking and leadership skills to provide constructive feedback to enhance our culture of continuous improvement and building of a generational FinTech company

Benefits

Equity

Flexible PTO

All the benefits: medical, dental, and vision insurance, 401(k) with employer match, short and long term disability coverage (paid by Facet), life insurance options and paid parental leave

Certification reimbursement program

Work from anywhere in the US