Unknown Company

Portfolio Specialist

workfromhome • Posted Today
Onsite Full Time Business and Financial Operations Occupations

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

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Portfolio Specialist in workfromhome at Unknown Company

This position is listed as full time and onsite.

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