Investment Strategy Associate

Investment Strategy AssociateAs an Investment Strategy Specialist on the Investment Strategy team, you will play a crucial role in supporting our financial advisors with their investment needs. You'll work at the intersection of trading, product development, customer service and investment strategy helping to support our advisors and their clients investment goals. This position offers an opportunity to grow within the industry while contributing to the evolution of modern wealth management.Your responsibilities will include:Assist with model implementation for complex scenariosReview and formulate solutions for complicated trading situationsGather and proactively provide product feedback to improve our technologyProvide 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 the Farther tools such as proposals and trading features.Collaborate with trading and operations to ensure smooth execution of advisor or client desired trading outcomes.The ideal candidate will have:CFA (or equivalent) designation or in progress of obtaining a CFA or equivalentBachelor's degree in Finance, Economics, Business, or related field3-5 years of experience in trading or directly with investments; 5-7 years of experience overallStrong analytical and quantitative skillsExcellent attention to detail and organizational abilitiesOutstanding written and verbal communication skillsAbility to manage multiple projects while maintaining accuracy and meeting deadlinesTeam player mentality with a client-first approachBonus points for:Experience working directly with clientsExperience with major custodial platforms (Charles Schwab, Fidelity, or Pershing)Series 65 license (or equivalent active 66) or ability to obtain within 90 daysWhy join us:Competitive comp package that rewards impactWork alongside some of the brightest minds in fintechGround-floor opportunity at a fast-scaling startupChart your own growth path as we expandFull health benefits + 401(k) matching & Roth IRA optionsUnlimited PTOReady to disrupt wealth management? Let's talk!