Remote Member Portfolio Specialist; CFP, Trading
San Francisco, San Francisco County, California, 94199, USA
Listed on 2026-10-03
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Finance & Banking
Portfolio & Asset Management, Financial Advisor / Consultant, Wealth Management
Facet Wealth is seeking a Member Portfolio Specialist to join our Trading & Investment Operations team. You will take ownership of member requests, open, fund, and implement accounts in accordance with Facet’s investment strategy.
We are looking for someone with solid knowledge around basic trading and retirement accounts and who is eager to learn more about complex trading and portfolio structure. Experience with OMS, custodial platforms, and portfolio management software is important, as is
This posting is for the Remote Member Portfolio Specialist (CFP, Trading) role at Facet Wealth, based in United States.
Full responsibilities and requirements are described in the listing above.
Learn more about the Remote Member Portfolio Specialist (CFP, Trading) role in the description above.
We appreciate your interest in this position.
Join Facet Wealth and contribute to our ongoing work.
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