Investment Strategy Specialist
Farther(1 month ago)
About this role
An Investment Strategy Specialist at Farther supports financial advisors and contributes to the evolution of the firm's investment capabilities within a fast-scaling RIA. The role operates at the intersection of trading, product development, customer service, and investment strategy and offers strong growth opportunities in modern wealth management.
Required Skills
- Model Implementation
- Trading Solutions
- Product Feedback
- Investment Guidance
- Process Improvement
- Advisor Support
- Trade Execution
- Analytics
- Communication
- Project Management
Qualifications
- Bachelor's Degree in Finance, Economics, or Related Field
- Series 65 or Series 66
About Farther
farther.comFarther is a modern wealth management firm that combines experienced human advisors with a data‑driven platform to deliver comprehensive financial planning and investment management. They help individuals and families put their money to work through personalized plans, portfolio construction, and ongoing advice. Farther emphasizes evidence‑based investing and accessible advisor relationships to simplify complex, multi‑generational financial decisions. The company positions itself as “the new era of wealth management,” blending expertise and technology to set a higher standard in planning.
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