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 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 practice. Attention to detail is of the utmost importance and anticipating problems must be second nature. You will be 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 important considerations for the candidate we select for this role. You will report to the Director of Investments.

What You'll Do

The Trading Specialist will be responsible for processing requests from investment advisors through 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 successfully navigate many software applications and custodial environments, with a continual eye toward implementing efficient processes. This will become important as our practice continues to grow and expand both the sophistication and volume of our product offerings.
Assist the Director of Investments with projects

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 and Series 66 licenses; or one of the following designations: CFA, CFP, ChFC, CIMA, CIC or PFS
3+ 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 communication and collaboration skills

What We Offer

Coverage on the first day of employment for medical, dental, and vision insurance
Paid parental leave (16 weeks for primary caregiver and 8 weeks for secondary caregiver)
401k matching plan
HSA employer contributions
Student loan assistance
Pet insurance

Our Story

Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, and 401(k) consulting and cash management services to corporations. Hightower's capital solutions, operational support services, size and scale empower its vibrant community of independent-minded wealth advisors to grow their businesses and help their clients achieve their financial vision. Based in Chicago with advisors across the U.S., we operate as a registered investment advisor (RIA).

AN EQUAL OPPORTUNITY EMPLOYER: Hightower is an equal opportunity employer and does not discriminate based on race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), physical or mental disability, medical condition (cancer-related), gender identity or expression, genetic information including sickle cell or hemoglobin C trait, or any other consideration made unlawful by applicable federal, state, or local law.

You are a U.S. citizen, U.S. permanent resident or have other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.

Registered Investment Advisor Jobs in Huntsville

Investment Trading Specialist - Twickenham Advisors