Investment Specialist - Remote

At Facet, we put our members above all else. As an Investment Specialist, you will live out this value each day as you deliver sound, actionable investment-related advice and guidance to our members. We are firm believers that human planners are a key component of delivering a truly magical financial planning experience for our members. This critically important role, in conjunction with planners and other specialists will help to ensure that each of our members is able to optimize their financial plan for every facet of their life.

Day-To-Day Responsibilities:

• Provide consultative expertise to our members that facilitates investment management at Facet.
• Consult with members to effectively help them utilize the investment offering that is included in their Facet Membership benefits.
• Meet with ~20 members each week via videoconference, phone, and e-mail to communicate Facet’s unique investment management...