Investment Strategy Specialist

Farther•Dallas, TX

10d

About The Position

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.

Requirements

Bachelor's degree in Finance, Economics, Business, or related field
3-5 years of experience in financial services or wealth management
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

Nice To Haves

Experience working directly with clients
Experience with major custodial platforms (Charles Schwab, Fidelity, or Pershing)
Experience in a RIA or wealth management firm
Series 65 license (or equivalent active 66) or ability to obtain within 90 days

Responsibilities

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 Farther tools such as proposals and trading features
Collaborate with trading and operations to ensure smooth execution of advisor or client desired trading outcomes