Portfolio Trader

Every Advisor who joins RFG Advisory has the option to place their client accounts on Bluemonte, RFG's internally managed investment platform. When they do, they are trusting RFG to execute those accounts accurately, consistently, and in full compliance with fiduciary standards. The Portfolio Trader is the person who delivers on that trust. This role removes execution risk from Advisor-directed trading by ensuring every internally traded account is placed correctly, kept aligned to its model, and handled with precision from open to close. If you take pride in doing meticulous work within a structured environment and find satisfaction in being the person who gets it right every time, this role was built for you.

Location: Birmingham, AL (Hybrid Schedule) or Remote if not in Birmingham

What You'll Do

Trade Execution & Blotter Management

●     Execute trades for new accounts based on Advisor requests and approved models.

●     Maintain and manage the daily trade blotter to ensure timely, accurate execution and a clean close every day.

●     Review historical trading activity to confirm trades were placed correctly.

●     Follow all firm policies, procedures, and regulatory requirements in every trade placed.

Portfolio Rebalancing & Model Maintenance

●     Conduct periodic reviews of accounts to rebalance portfolios back to model targets.

●     Maintain internal model portfolios and percentage allocations.

●     Review daily cash reports to identify accounts requiring trading activity.

●     Advise on model allocation.

Account Lifecycle & Trade Corrections

●     Process contributions, distributions, and liquidations accurately and without disrupting the Advisor or client experience.

●     Execute trade corrections for internally traded and third-party manager accounts.

●     Resolve trade errors, corrections, and account issues within one business day.

Platform Support & Advisor Service

●     Provide technical and platform support related to trading systems, including Orion Eclipse.

●     Manage incoming requests through the ClickONE ticketing system and Zoho Desk. Acknowledge same-day requests and resolve within the agreed turnaround.

●     Support new advisors onboarding onto the Bluemonte platform, ensuring a smooth transition for their client accounts.

●     Run portfolio analysis for advisors. Prepare periodic reports and defined data queries.



Experience

●     2+ years of trading experience in a fiduciary environment; this is required

●     Experience with the Orion Eclipse trading platform preferred

●     Background in a structured, process-oriented investment operations or portfolio management environment

Skills & Competencies

●     Exceptional attention to detail with a commitment to error-free execution

●     Patient, methodical, and steady under routine and complex trading scenarios alike

●     Strong analytical and problem-solving skills applied within established guidelines

●     Ownership mentality; takes accountability for assigned responsibilities end-to-end

●     Works independently with discipline while collaborating effectively across advisors, CSAs, and compliance

●     Respects defined procedures and escalation paths. Knows when to act and when to elevate

Technology & Tools

●     Advanced proficiency in Microsoft Excel

●     Orion Eclipse trading platform experience preferred

●     ClickONE, Zoho Desk, and Microsoft 365 familiarity preferred

●     Ability and willingness to learn new trading software and ticketing systems quickly

●     Proficiency with AI tools such as Claude, ChatGPT, or Microsoft Copilot to improve productivity, reduce errors, and streamline workflows within a structured compliance environment

Education

●     Bachelor's degree in Business, Finance, Economics, or a related field

●     Series 65 or Series 66 required; must obtain within 60 days of hire if not already licensed

RFG Advisory is a platform for growth-minded Independent Advisors who want to scale without compromise. We're building the RIA of the Future-powered by innovation, collaboration, and execution. We take care of each other first. We show up with servant hearts and growth mindsets. We lead boldly, iterate to excellence, and commit to getting 1% better every day. If you're energized by precision, structure, and being the person who makes it all happen-we'd love to meet you.

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This hiring process may include the use of automated tools to assist with resume review. All hiring decisions are ultimately made by qualified human reviewers. For more information about our hiring practices, data use, and accommodation request procedures, please review our Privacy Policy. We are an Equal Opportunity Employer and do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status, genetic information, or any other status protected by applicable law. We will provide reasonable accommodations for qualified individuals with disabilities during the application and hiring process. 

Salary: $85,000 - $95,000

• Competitive salary + bonus pool
• Generous PTO, holidays, and a Charitable Service Day
• Health, dental, vision insurance + RFG Advisory stipend
• Flexible Spending Account (Health and Dependent Care) + HSA for applicable coverage
• Lifestyle Spending Account
• 401(k) with Safe Harbor contribution
• Paid parental leave, short- and long-term disability, life insurance
• Surface Pro + home office setup
• Pet Insurance
• Continuing education and professional development support