Member Portfolio Specialist

Facet Wealth; United States; Remote; USD 70,000 - 95,000; Full time

Benefits offered by this job

Equity

Flexible PTO

Medical, dental, vision insurance

401(k) with employer match

Disability insurance

Life insurance options

Parental leave

Certification reimbursement

Work from anywhere in the US

Job summary

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

Qualifications

• 2+ years of experience in client-facing trading support, brokerage operations, or investor services.
• Solid understanding of equity and ETF trading, option strategies, order routing, cost basis methods, tax-loss harvesting, and custodian transfer processes.
• Proficiency with Order Management Systems (OMS), custodial platforms, and portfolio management/rebalancing software (e.g., Orion, Envestnet, Addepar, or similar).
• Advanced computer & analytical skills, including strong proficiency in Excel and financial CRM/ticketing software.

Responsibilities

• Account Guidance: Serve as a point of contact for members seeking clarity around account opening, positions, funding, and general portfolio rebalancing.
• Member Education: Educate members on brokerage features, account mechanics, trading rules, IRA transactions, and life event transitions.
• Inquiry Resolution: Address and resolve member inquiries regarding account status, trade discrepancies, cost basis adjustments, and corporate actions with clarity and empathy.
• Planner & Investment Team Partnership: Evaluate member portfolios with CFP® Financial Planners to discuss trade options and align execution workflows with holistic plans.
• Trade Workflow & Custodian Support: Facilitate and monitor trade requests, model adjustments, and rebalancing across custodian platforms (Schwab, Fidelity, Apex).
• Subject Matter Expertise: Act as an internal trading authority on managed account mechanics and complex IRA topics.

Skills

Trading support

Brokerage operations

Investor services

Equity trading

ETF trading

Order routing

Tax-loss harvesting

Excel

Tools

OMS

Custodial platforms

Orion

Envestnet

Addepar

CRM software

Job description

Facet was founded in 2016 on the belief that objective, personalized financial advice is essential to living well. Our mission is to empower people to live more enriched lives by delivering a new standard of advice. By removing asset minimums, we provide holistic planning that goes far beyond investments to address every way money impacts life. Our team of CFP® professionals are at the core of our service and are empowered by our best-in-class support teams and proprietary technology platform. This model allows Facet to integrate advice into our members’ entire financial picture—all for an affordable, flat membership fee.

Our commitment to innovation and member success has earned national recognition, including being ranked the #1 Best Financial Advisory Firm 2025 by USA TODAY and named to Newsweek’s list of America’s Top Financial Advisory Firms 2025. With an A+ BBB Rating and a Trustpilot “Excellent” score (as of Sept. 16, 2025)*, we are proud to be redefining the industry for our members and our team alike.

About the Role

Facet is seeking a Member Portfolio Specialist to join our growing Trading & Investment Operations team. In this role, you will take ownership of member requests and will open, fund, and implement accounts in accordance with Facet’s investment strategy. We are looking for someone who has solid knowledge around basic trading and retirement accounts and is willing and excited to learn more about complex trading and portfolio structure.

Key Responsibilities

Member Support

• Account Guidance: Serve as a point of contact for members seeking clarity around account opening, positions, funding, and general portfolio rebalancing.
• Member Education: Educate members on brokerage features, account mechanics, trading rules, IRA transactions, and life event transitions.
• Inquiry Resolution: Address and resolve member inquiries regarding account status, trade discrepancies, cost basis adjustments, and corporate actions with clarity and empathy.

Collaboration & Strategy Execution

• Planner & Investment Team Partnership: Partner closely with Facet’s CFP® Financial Planners to evaluate member portfolios, discuss trade options, and align execution workflows with members' holistic financial plans.
• Trade Workflow & Custodian Support: Facilitate and monitor trade requests, model adjustments, and rebalancing activities across custodian platforms (e.g., Schwab, Fidelity, Apex).
• Subject Matter Expertise: Act as an internal trading authority for customer support and planning teams on managed account mechanics and complex IRA account topics.

Requirements

Experience & Technical Skills

• 2+ years of experience in client-facing trading support, brokerage operations, or investor services (experience with a major brokerage or tech-enabled RIA preferred).
• Solid understanding of equity and ETF trading, option strategies, order routing, cost basis methods, tax-loss harvesting, and custodian transfer processes.
• Proficiency with Order Management Systems (OMS), custodial platforms, and portfolio management/rebalancing software (e.g., Orion, Envestnet, Addepar, or similar).
• Advanced computer & analytical skills, including strong proficiency in Excel and financial CRM/ticketing software.

Communication & Soft Skills

• Exceptional verbal and written communication skills with a demonstrated ability to break down complex trading concepts into clear, jargon-free conversations for members.
• Empathy and active listening skills, maintaining a patient, member-first mindset during high-volatility market events or complex inquiries.
• Strong problem-solving ability with razor-sharp attention to detail and high accuracy under time-sensitive market conditions.

You will be trained on:

• Trading and allocating separately managed accounts (SMA) and/or unified managed accounts (UMAs).

• Work with portfolio rebalancing software such as Orion Eclipse, Envestnet, or Addepar.
• Learn Sleeved trading practices, including the oversight and reconciliation of multiple sleeves within a portfolio.
• Gain a Deep understanding of direct indexing strategies, tax-loss harvesting, and large-scale ETF trading across multiple custodians.

Benefits

• $70,000 - $95,000 annual salary + bonus determined by the experience, knowledge, skills, and abilities of the applicant - Please note, our salary ranges are based on current market data. Should you feel strongly that we are not in line, we highly recommend you to reach out and let us know. We are always looking to improve on building the best place for employees.

• Equity
• Flexible PTO
• All the benefits: medical, dental, and vision insurance, 401(k) with employer match, short and long term disability coverage (paid by Facet), life insurance options and paid parental leave
• Certification reimbursement program
• Work from anywhere in the US

*Facet was ranked #1 Best Financial Advisory Firm 2025 by USA TODAY in April 2025 who partnered with Statista to rank the top 500 RIAs. Recommendations were collected via an independent survey among over 30,000 individuals. self-recommendations were prohibited, and no compensation was provided for the ranking. Facet has been Accredited with the Better Business Bureau® since June 2025, and as of February 2026 holds an A+ BBB Rating. This Accreditation does not imply BBB approval or endorsement. Plant-A Insights Group and Newsweek partnered to identify America's Top Financial Advisory Firms 2025. This analysis was performed with data as of September 2024 and reviewed over 15,000 financial advisories registered with the SEC. These rankings prepared by Plant-A reflect editorial content and no compensation was provided by Facet in connection with America's Top Financial Advisory Firms 2025." As of February 25, 2026; Facet has a 4.8 star rating with TrustPilot.com. TrustPilot uses a formula for calculation that considers three factors: time span, frequency, and Bayesian average. After the calculation, a TrustScore is then visualized into a star rating from 1 to 5 stars, including half stars. Facet’s star rating is calculated from reviews from January of 2022 to present day. Daily star rating may fluctuate. Companies on Trustpilot aren't allowed to offer incentives or pay to hide reviews and Facet has not made any payments in offer or receipt of any reviews. Please see additional information