Related skills
slack salesforce finra series 7 finra series 63 trading platform📋 Description
- Provide friendly, accurate support via phone for tastytrade customers.
- Assist customers with complex option order execution.
- Analyze customer positions; explain advantages and disadvantages.
- Identify needs of self-directed investors and offer solutions.
- Explain trading software features, accounts, and platform questions.
🎯 Requirements
- FINRA Series 3, 7, and 63 certifications required.
- Comfortable commuting to the office 5 days/week.
- 2-3 years of experience in a similar high-volume role.
- Strong interpersonal skills; effective in customer interactions.
- Proficient with Salesforce, Slack, and Teams.
- Knowledge of futures and options; execution mechanics; Regulation T.
🎁 Benefits
- Performance Bonuses
- Stock Purchase Options
- 401k Plan
- Medical/Dental/Vision Benefits
- 20 Paid Vacation Days
- 10 Paid Sick Days
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