Investment Strategy Specialist at Farther

Dallas, Texas, United States -

Full Time

Start Date

Immediate

Expiry Date

05 Apr, 26

Salary

0.0

Posted On

05 Jan, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Investment Strategy, Trading, Product Development, Customer Service, Analytical Skills, Quantitative Skills, Attention to Detail, Organizational Skills, Communication Skills, Project Management, Team Player, Client-First Approach

Industry

Financial Services

Description

Company Description Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience. Farther’s founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth management, fintech, and technology production expertise. We’re backed by top-tier venture capital firms, fintech investors, and industry leaders. Joining Farther means joining a collaborative team of entrepreneurs who are passionate about helping their clients and our teammates achieve more. If you’re the type who breaks through walls to get things done the right way, we want to build the future of wealth management with you. The Role As an Investment Strategy Specialist on the Investment Strategy team, you will play a crucial role in supporting our financial advisors with their investment needs. You'll work at the intersection of trading, product development, customer service and investment strategy helping to support our advisors and their clients investment goals. This position offers an opportunity to grow within the industry while contributing to the evolution of modern wealth management. Your Impact Assist with model implementation for complex scenarios Review and formulate solutions for complicated trading situations Gather and proactively provide product feedback to improve our technology Provide strategic guidance on investment selection with support from senior team members. Identify areas for improvement within our processes and solution the change. Support advisors in utilization of the Farther tools such as proposals and trading features. Collaborate with trading and operations to ensure smooth execution of advisor or client desired trading outcomes. The Ideal Match CFA (or equivalent) designation or in progress of obtaining a CFA or equivalent Bachelor's degree in Finance, Economics, Business, or related field 3-5 years of experience in trading or directly with investments; 5-7 years of experience overall Strong analytical and quantitative skills Excellent attention to detail and organizational abilities Outstanding written and verbal communication skills Ability to manage multiple projects while maintaining accuracy and meeting deadlines Team player mentality with a client-first approach Bonus Points Experience working directly with clients Experience with major custodial platforms (Charles Schwab, Fidelity, or Pershing) Series 65 license (or equivalent active 66) or ability to obtain within 90 days Why Join Us Competitive comp package that rewards impact Work alongside some of the brightest minds in fintech Ground-floor opportunity at a fast-scaling startup Chart your own growth path as we expand Full health benefits + 401(k) matching & Roth IRA options Unlimited PTO Ready to disrupt wealth management? Let's talk!

Responsibilities

The Investment Strategy Specialist will support financial advisors with investment needs, working at the intersection of trading, product development, and customer service. Responsibilities include assisting with model implementation, reviewing trading situations, and providing strategic guidance on investment selection.