What are the responsibilities and job description for the Investments & Trading Specialist – Wealth Management position at Judson Group?
Judson Group is proud to partner with a highly respected boutique RIA in the search for an Investments & Trading Specialist. This firm is known for crafting tailored financial strategies that align with each client’s unique risk tolerance, goals, and long-term vision.
As an Investments & Trading Specialist, you’ll play a pivotal role at the heart of daily operations—acting as the vital link between investment strategy and seamless client execution. Your precision, foresight, and market insight will ensure trades are executed flawlessly while proactively identifying and resolving potential challenges.
From portfolio rebalancing to cash flow management and advisor support, you’ll be a go-to expert who transforms strategy into action. This is an outstanding opportunity for a trading professional ready to elevate their impact—bringing deep expertise in trade execution, platform integration, and results-driven performance.
Why You’ll Love This Role:
- Your work has a direct and measurable impact—every trade contributes to client success and firm performance.
- Join a forward-thinking firm that values innovation and offers meaningful career advancement.
- Play a key role in helping clients achieve clarity, confidence, and financial well-being.
- Be part of a collaborative, high-energy environment where initiative is encouraged and ideas are valued.
What You’ll Be Doing:
- Execute trades and fulfill advisor requests through an automated tasking system with accuracy and efficiency.
- Oversee portfolio rebalancing, cash movements, trade settlements, and implementation of investment strategies.
- Partner closely with investment advisors to ensure alignment with client goals and expectations.
- Confidently manage competing priorities in a fast-paced, ever-evolving environment.
- Utilize custodial and trading platforms to drive operational excellence.
- Identify opportunities for process improvements that enhance scalability and efficiency.
- Collaborate with the Leadership on key initiatives and strategic projects.
What We’re Looking For:
- Bachelor’s degree (Finance, Economics, or a 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 hands-on investment trading experience.
- Experience with Fidelity, Schwab, Tamarac, and/or Envestnet platforms (or comparable systems).
- A proactive, solutions-oriented mindset with a drive for continuous improvement.
- Strong proficiency in Microsoft Office Suite (Excel, Word, PowerPoint, Outlook) and file-sharing tools.
- Excellent communication, organizational, and time-management skills, with a collaborative approach.
Compensation & Benefits:
- Competitive base salary and bonus
- Comprehensive benefits package
Location: Royal Oak, Michigan