Trading Specialist

FacetFinancial Services

Work from anywhere in the USFull-TimeMiddle

Salary$70,000 – $95,000 base salary

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Job Details

2+ years of experience in client-facing trading support, brokerage operations, or investor services.
Experience with a major brokerage or tech-enabled RIA is preferred.
Solid understanding of equity and ETF trading, option strategies, and order routing.
Knowledge of cost basis methods, tax-loss harvesting, and custodian transfer processes.
Proficiency with Order Management Systems (OMS) and custodial platforms.
Proficiency with portfolio management or rebalancing software such as Orion, Envestnet, or Addepar.
Advanced analytical skills and strong proficiency in Microsoft Excel.
Experience with financial CRM or ticketing software.
Exceptional verbal and written communication skills with the ability to explain complex concepts.
Demonstrated empathy, active listening skills, and ability to remain calm under high-pressure market conditions.
Strong problem-solving ability with high attention to detail and accuracy.

Serve as the primary point of contact for members regarding trade execution, order types, cost basis, and portfolio rebalancing.
Educate members on brokerage features, market mechanics, trading rules, and tax-loss harvesting concepts.
Resolve elevated member inquiries regarding trade discrepancies, order status, and corporate actions.
Partner with CFP financial planners to align execution workflows with member financial plans.
Facilitate and monitor trade requests and model adjustments across custodian platforms like Schwab, Fidelity, and Apex.
Act as an internal trading authority for managed account mechanics and multi-sleeve portfolio structures.
Identify opportunities to streamline trading interactions and internal escalation workflows.

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