Job description:
Your Future Team:
At Twickenham Advisors, our four generations of advisors are deeply dedicated to our clients. We have deep roots, all tied to the rich history of Huntsville, Alabama; we are future-facing and thrilled to be part of the dynamic growth of this area and the people who make it special. We are trusted partners with the individuals, families and businesses we serve, while providing financial advice and investment guidance as true fiduciaries.
Summary of Position:
The Trading Specialist serves in a critical capacity for the daily functioning of our firm. Attention to detail is of the utmost importance and anticipating problems must be second nature. You will be on the front lines of deploying client dollars into selected investment portfolios. A familiarity with investment markets, investment products, general trading protocols and considerations is an essential skill set. We are looking for a highly experienced trader who can step in and be productive in short order. A familiarity with the Fidelity custodial platform, Tamarac trading software and experience with Envestnet, though not essential, will be key considerations for the candidate we select for this role.
Role and Responsibilities:
· The Trading Specialist will be responsible for processing requests from investment advisors via an automated tasking system to take action on behalf of clients in their investment accounts.
· Rebalancing portfolios, raising and deploying cash, attending to trade settlement issues, and general portfolio implementation will be your daily routine.
· The ability to communicate and clarify client needs and expectations with investment advisors
· The successful candidate must be proactive and communicative in prioritizing tasks in a fast-paced and highly energetic environment.
· Will have the ability to successfully navigate a multitude of software applications and custodial environments, with a continual eye toward implementing efficient and robust processes. This will become important as our firm continues to grow and expand both the sophistication and volume of its product offerings.
· Assist the Director of Investments with projects as needed
What You'll Bring:
- Bachelor's Degree or higher in Finance, Economics or related degree
- One of the following is required:
- Series 65 license; or
- Series 7 & Series 66 licenses; or
- One of the following designations: CFA, CFP, ChFC, CIMA, CIC or PFS
- 3-5 years of investment trading experience required
- Experience with Fidelity, Schwab, Tamarac, and Envestnet trading platforms or similar environments required
- “Solutions-Focused” mindset
- Proficiency in Microsoft Office (Excel, Word, PowerPoint, and Outlook) and file sharing services
- Strong communications and collaboration skills
Job Type: Full-time
Benefits:
- 401(k)
- 401(k) Matching
- Dental Insurance
- Health Insurance
- Health Savings Account
- Life Insurance
- Paid Parental Leave
- Paid Time Off
- Retirement Plan
- Vision Insurance
Ability to Commute:
- Huntsville, AL 35801 (Preferred)
Ability to Relocate:
- Huntsville, AL 35801
- Relocate before starting work (Preferred)
Work Location:
· In person
Job Type: Full-time
Pay: $80,000.00 - $110,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Health savings account
- Life insurance
- On-site gym
- Paid parental leave
- Paid sick time
- Paid time off
- Referral program
- Relocation assistance
- Retirement plan
- Tuition reimbursement
- Vision insurance
Application Question(s):
- What are the top characteristics of this job posting that excite you about the opportunity?
Experience:
- Investment Trading: 3 years (Required)
Ability to Relocate:
- Huntsville, AL 35801: Relocate before starting work (Required)
Work Location: In person
