Trading Specialist at Carson Group Omaha, NE

Who We Want

The role of the Trading Specialist is to assist in the daily workflow of strategy level rebalancing, processing daily strategy buy‑in requests, tax loss harvesting requests, liquidating accounts for cash needs, and all other advisor‑directed trade requests. The Trading Specialist will exhibit great attention to detail, work well under pressure and thrive in a fast‑paced environment. This position requires prior market knowledge and a good understanding of how securities trade.

• Facilitate execution of trades based on models managed by Carson Group as well as single trades from business partners of Carson Wealth Management Group.
• Review drift reports and exception reports of advisory accounts to ensure quality and timely trading is performed.
• Ensure that implemented internal controls are adhered to and provide proactive recommendations for changes in the internal control infrastructure where required.
• Follow the guidelines provided to achieve goals and deliverables that support business goals in collaboration with management and stakeholders.
• Assist in developing processes and procedures that enhance accuracy and streamline processes.
• Assist in setting and continually meeting project expectations with team members and management.
• Other duties as assigned.

• Block trading experience in conjunction with management of model portfolios.
• Experience with Schwab and Fidelity platforms.
• Experience using Orion technology is a plus.
• Experienced users of Microsoft Excel.
• A natural acumen for numbers.
• The desire to strive for perfection.
• Attention to detail.
• Planning and organizational skills.
• Written and verbal communication skills.

• Bachelor's degree in business administration, accounting, finance, or a similar field of study is preferred.
• Minimum of 2 years of trading experience preferred.

In exchange for your expertise, we offer a base salary, bonus potential, 401(k) plus matching, health benefits, and a great working environment. Our culture is fast‑paced, collaborative, innovative, and focused on healthy living.

The total rewards expected for this role include:

• Starting annual base salary between $62,400 – $81,200.
• Variable compensation potential (bonus and/or commissions).
• Competitive benefits including 401(k) with company contribution, PTO, parental leave, sabbatical leave, medical, dental, vision, health savings accounts, flexible spending accounts, life and AD&D insurance, short and long‑term disability, work/life benefits, and holistic wellbeing programs.

We are an equal‑opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability, protected veteran status, sexual orientation, age, or any other characteristic protected by law.