Trading Specialist

🕒 September 12

🇺🇸 United States – Remote

💵 $70k - $95k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

🚫👨‍🎓 No degree required

👻 Ghost score 2%

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Facet

WebsiteLinkedInAll Job Openings

201 - 500 employees

Founded 2016

We believe financial planning, when done right, is essential to living well. That’s why we created Facet. Our mission is to improve the lives of millions of Americans by offering impartial and invaluable financial advice and services at an affordable membership fee.

📋 Description

• Serve as the primary contact for members seeking guidance on trade execution, order types, cost basis implications, and portfolio rebalancing • Educate members on brokerage features, market mechanics, trading rules, IRA transaction guidelines, tax-loss harvesting, and complex money movement • Resolve elevated inquiries involving order status, trade discrepancies, cost basis adjustments, and corporate actions • Partner with CFP® Financial Planners to evaluate member portfolios, discuss trade options, and align execution workflows with holistic financial plans • Facilitate and monitor trade requests, model adjustments, and rebalancing activities across Schwab, Fidelity, Apex, and other custodian platforms • Act as an internal trading authority on managed account mechanics, direct indexing, and multi-sleeve portfolio structures • Identify opportunities to streamline member trading interactions, improve self-service education, and enhance trade escalation workflows • Participate in investment operations initiatives, trading software enhancements, and new platform feature rollouts • Receive training on SMA and UMA trading and allocation, portfolio rebalancing software, sleeved trading, direct indexing, tax-loss harvesting, and large-scale ETF trading

🎯 Requirements

• 2+ years of experience in client-facing trading support, brokerage operations, or investor services • Solid understanding of equity and ETF trading, option strategies, order routing, cost basis methods, tax-loss harvesting, and custodian transfer processes • Proficiency with Order Management Systems (OMS), custodial platforms, and portfolio management/rebalancing software such as Orion, Envestnet, Addepar, or similar • Advanced computer and analytical skills • Strong proficiency in Excel and financial CRM/ticketing software • Exceptional verbal and written communication skills • Ability to explain complex trading concepts in clear, jargon-free conversations • Empathy and active listening skills • Strong problem-solving ability, attention to detail, and accuracy under time-sensitive market conditions

🏖️ Benefits

• Equity (ISO) • Flexible PTO • Medical, dental, and vision insurance • 401(k) with employer match • Short/long-term disability paid by Facet • Life insurance • Paid parental leave • Certification reimbursement programs • Wellness reimbursement programs • Work from anywhere in the US

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