Trading Specialist

Facet

6d • $70,000 - $95,000 • Remote

About The Position

Facet is seeking a Trading Specialist to join our growing team. In this role, you won't just be pushing trade orders in the background—you will serve as the trusted trading Subject Matter Expert (SME) who speaks directly with members and financial planners. You will guide members through complex trading discussions, educate them on order types, trade scenarios, tax implications, and portfolio adjustments, and help them navigate market transactions with confidence. By blending deep technical trading knowledge with exceptional, human-centered service, the Trading Specialist empowers Facet members to understand how and why trading strategies impact their broader financial journey.

Requirements

• 2+ years of experience in client-facing trading support, brokerage operations, or investor services (experience with a major brokerage or tech-enabled RIA preferred).
• 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 (e.g., Orion, Envestnet, Addepar, or similar).
• Advanced computer & analytical skills, including strong proficiency in Excel and financial CRM/ticketing software.
• Exceptional verbal and written communication skills with a demonstrated ability to break down complex trading concepts into clear, jargon-free conversations for members.
• Empathy and active listening skills, maintaining a patient, member-first mindset during high-volatility market events or complex inquiries.
• Strong problem-solving ability with razor-sharp attention to detail and high accuracy under time-sensitive market conditions.

Nice To Haves

• Work with portfolio rebalancing software such as Orion Eclipse, Envestnet, or Addepar.
• Learn Sleeved trading practices, including the oversight and reconciliation of multiple sleeves within a portfolio.
• Gain a Deep understanding of direct indexing strategies, tax-loss harvesting, and large-scale ETF trading across multiple custodians.

Responsibilities

• Serve as the primary point of contact for members seeking in-depth discussions regarding 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 concepts, and complex money movement.
• Address and resolve elevated member inquiries regarding order status, trade discrepancies, cost basis adjustments, and corporate actions with clarity and empathy.
• Partner closely 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 (e.g., Schwab, Fidelity, Apex).
• Act as an internal trading authority for customer support and planning teams on managed account mechanics, direct indexing concepts, and multi-sleeve portfolio structures.
• Identify opportunities to streamline member trading interactions, improve self-service education, and enhance internal trade escalation workflows.
• Participate in investment operations initiatives, trading software enhancements, and new platform feature rollouts.

Benefits

• $70,000 – $95,000 base salary: Determined by experience, knowledge, and skills.
• Equity (ISO): It is important to us that all employees are shareholders in our mission.
• Flexible PTO
• Comprehensive Benefits: Medical, dental, and vision insurance, 401(k) with employer match, short/long-term disability (paid by Facet), life insurance, and paid parental leave.
• Certification and wellness reimbursement programs
• Work from anywhere in the US

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed