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Investment Strategy Specialist
Job in
Irving, Dallas County, Texas, 75084, USA
Listed on 2025-12-27
Listing for:
Farther
Full Time
position Listed on 2025-12-27
Job specializations:
-
Finance & Banking
Financial Consultant, Wealth Management, FinTech
Job Description & How to Apply Below
Investment Strategy Specialist
Farther is a rapidly growing RIA that combines expert advisors with cutting‑edge technology, delivering a comprehensive, tailored wealth‑management experience.
Founded by leaders from the private‑wealth industry, Farther blends traditional wealth management, fintech, and technology‑production expertise. Backed by top‑tier venture capital firms, fintech investors, and industry leaders.
Responsibilities- Assist with model implementation for complex scenarios
- Review and formulate solutions for complicated trading situations
- Gather and proactively provide product feedback to improve technology
- Provide strategic guidance on investment selection with support from senior team members
- Identify areas for improvement within processes and lead change initiatives
- Support advisors in the 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
- 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
- Experience working directly with clients
- Experience with major custodial platforms (Charles Schwab, Fidelity, or Pershing)
- Experience in an RIA or wealth‑management firm
- Series 65 license (or equivalent active 66) or ability to obtain within 90 days
- Competitive compensation 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, and Roth IRA options
- Unlimited PTO
Ready to disrupt wealth management? Let’s talk!
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