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Facet Wealth

Flat-fee financial planning with CFPs

Member Portfolio Specialist

Wealth Management & Financial AdvisoryConfirmed live in the last 24 hours
Full-timeRemote in USA

About the Job

Requirements

  • At least 2 years of experience in client-facing trading support, brokerage operations, or investor services.
  • A solid understanding of equity and exchange-traded fund (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 or rebalancing software such as Orion, Envestnet, Addepar, or similar tools.
  • Advanced computer and analytical skills, including strong proficiency in Excel and financial customer relationship management (CRM) or ticketing software.
  • Verbal and written communication skills, with the ability to explain complex trading concepts to members in clear, jargon-free terms.
  • Empathy and active listening skills, maintaining a patient, member-first mindset during high-volatility market events or complex inquiries.
  • Problem-solving ability and strong attention to detail, with high accuracy under time-sensitive market conditions.

Responsibilities

  • Serve as a point of contact for members seeking clarity about account opening, positions, funding, and general portfolio rebalancing.
  • Educate members about brokerage features, account mechanics, trading rules, IRA transactions, and life event transitions.
  • Address and resolve member inquiries about account status, trade discrepancies, cost basis adjustments, and corporate actions.
  • Partner with Facet’s CFP® Financial Planners to evaluate member portfolios, discuss trade options, and align execution workflows with members’ holistic financial plans.
  • Facilitate and monitor trade requests, model adjustments, and rebalancing activities across custodian platforms such as Schwab, Fidelity, and Apex.
  • Act as an internal trading authority for customer support and planning teams on managed account mechanics and complex IRA account topics.

Desired Qualifications

  • Experience with a major brokerage or technology-enabled registered investment adviser (RIA) is preferred.

About the Company

Facet Wealth

Flat-fee financial planning with CFPs

Facet Wealth provides personalized and affordable financial planning services for individuals and families through a flat-fee membership. Clients pay a set fee for access to a team of Certified Financial Planner (CFP) professionals who deliver unbiased, holistic financial guidance across life events like starting a business, buying real estate, planning for a family, investments, and retirement, with no commissions or product sales. The flat-fee model and direct CFP access distinguish Facet Wealth from traditional advisors by removing hidden costs and conflicts of interest, offering transparent, comprehensive planning. The company aims to make professional financial planning accessible to more people and become a trusted, preferred choice in the financial advisory market.

Company size
201-500
Company stage
Debt Financing
Total funding
$263.2M
Headquarters
West Palm Beach, FL
Founded
2016

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