Reference Number: HRJ7783
Location: Huntsville, Alabama

Judson Group is proud to partner with a leading advisor-owned financial services firm that’s redefining comprehensive wealth management in the search for a Trading Specialist. With over $2.5B in assets under management, this firm delivers an elite client experience and a collaborative team culture.

As a Trading Specialist, you’ll play a mission-critical role in the daily operations of the firm — serving as the bridge between investment strategy and client execution. Your sharp attention to detail, ability to anticipate issues, and market savvy will ensure that every trade is executed with precision and care.

From rebalancing portfolios to managing cash flows and supporting investment advisors, you’ll be a trusted expert who helps bring clients’ financial strategies to life. This is an excellent opportunity for someone who has strong trading experience and ready to deliver expertise on executing trades, integrating platforms, and delivering results.

Why You’ll Love This Role:

• Your work directly influences client outcomes and firm success — every trade matters.
• Be part of a firm that’s scaling fast and embraces innovation, giving you room to grow your career and skill set.
• Make a difference in clients’ lives by helping them achieve financial peace of mind.
• Thrive in a high-energy setting where your ideas and initiative are welcomed and recognized.

What You’ll Be Doing:

• Execute trades and process advisor requests through an automated tasking system with speed and accuracy.
• Manage portfolio rebalancing, cash raises/deployments, trade settlements, and portfolio implementation.
• Communicate clearly with investment advisors to ensure client needs and expectations are fully met.
• Prioritize and manage multiple tasks in a fast-paced, dynamic environment with confidence.
• Leverage multiple custodial and trading platforms (Fidelity, Schwab, Tamarac, Envestnet, etc.) to execute efficiently.
• Contribute to process improvements that support the firm’s ongoing growth and operational excellence.
• Partner with the Director of Investments on strategic projects and initiatives.

What We’re Looking For:

• Bachelor’s degree (Finance, Economics, or related field preferred).
• Licensing/Designation:
  • Series 65 license, or
  • Series 7 & 66 licenses, or
  • One of the following: CFA, CFP, ChFC, CIMA, CIC, or PFS.
• 3–5 years of investment trading experience.
• Proven experience with Fidelity, Schwab, Tamarac, and/or Envestnet platforms (or similar).
• A solutions-focused mindset with a passion for problem-solving and process improvement.
• Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint, Outlook) and file-sharing tools.
• Strong communication, collaboration, and time-management skills.

Compensation & Benefits:

• Competitive base salary and bonus
• Comprehensive benefits package

Reference Number: HRJ7783
Location: Huntsville, Alabama