Father Gabriel Richard High School - Ann Arbor, Michigan

Investment Strategy Specialist

Father Gabriel Richard High School - Ann Arbor, Michigan

full-time

Posted on:

Location Type: Hybrid

Location: Dallas • Texas • 🇺🇸 United States

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Job Level

Mid-LevelSenior

About the role

  • Assist with model implementation for complex scenarios
  • Review and formulate solutions for complicated trading situations
  • Gather and proactively provide product feedback to improve our technology
  • Provide strategic guidance on investment selection with support from senior team members
  • Identify areas for improvement within our processes and solution the change
  • Support advisors in 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

Requirements

  • 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 (Bonus Points)
  • Experience with major custodial platforms (Charles Schwab, Fidelity, or Pershing) (Bonus Points)
  • Experience in a RIA or wealth management firm (Bonus Points)
  • Series 65 license (or equivalent active 66) or ability to obtain within 90 days (Bonus Points)
Benefits
  • Competitive comp 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 & Roth IRA options
  • Unlimited PTO

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
model implementationanalytical skillsquantitative skillsattention to detailorganizational skillsproject management
Soft skills
written communicationverbal communicationteam playerclient-first approach
Certifications
Bachelor's degreeSeries 65 licenseactive 66 license