Investment Specialist - Remote

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Requirements:

• 3+ years of experience working directly with clients in financial services, preferably in an investment related setting with demonstrated success.
• Must be able to be registered as an Investment Advisor Representative under a SEC Registered RIA: CFP® Designation, Series 65 or Series 7/66 Combo.
• Experience with a wide range of investment concepts including modern portfolio theory, tax advantaged accounts, and global asset allocation strategies.
• Superb consultative positioning skills, communication, organizational, and client service skills.
• Ability to work independently and as a team member, balancing multiple responsibilities and demonstrating exceptional time management skills.
• Must meet minimum WiFi standards to efficiently work in the Company’s environment.

Responsibilities:

• Provide consultative expertise to our members that facilitates investment management at Facet.
• Consult with members to effectively help them utilize the investment offering that is included in their Facet Membership benefits.
• Meet with ~20 members each week via videoconference, phone, and e-mail to communicate Facet’s unique investment management strategies.
• Resolve potential client objections to investing at Facet directly and through targeted message campaigns, building a library of content for planners and clients.
• Drive Influence with members to target 75% of interactions resulting in Facet-managed accounts.
• Work with members to implement their portfolio recommendations by coordinating account opening and funding activities with our Investment Operations team.
• Coordinate with Facet’s Head of Investments to deepen investment acumen and drive thought-leadership.