Full-Time

Trading Representative

Confirmed live in the last 24 hours

Altruist

501-1,000 employees

Integrated platform for independent financial advisors offering account

Fintech

Junior

San Diego, CA, USA

Requirements

2+ years of customer support or trade desk experience
2+ years broker-dealer operations or clearing firm experience
Working knowledge of investing and what Registered Investment Advisors (RIAs) do on behalf of their clients
Deep empathy for our customers; exemplary active listening and interpersonal skills
Able to deal with frequent change, delays, or unexpected events.
Can easily manage multiple tasks in a well-organized and highly detailed manner while working in a fast-paced, perpetually evolving, early-stage, start-up environment
Motivation to uncover the root cause of issues and drive them to resolution
Team mindset focused on setting each other up for success; low ego
Strong written and verbal communication skills
Approach all job responsibilities with a sense of urgency and attention to detail
A bachelor’s degree or equivalent experience
FINRA Series 7 license and Series 63

Responsibilities

Train Advisors with Altruist trading platform
Monitor financial markets and execute trades on behalf of advisors, adhering to established trading strategies and risk management
Provide expertise on fixed income, equity, mutual fund, and options trading
Utilize proprietary and partner systems to diagnose and resolve complex customer inquiries spanning across account opening, funding, trading, fee billing, reporting, and account maintenance
Sleuth defects and proactively shepherd to resolution
Provide exceptional customer service -- go above and beyond to foster rapport, delight customers, and drive loyalty
Become an expert in Altruist’s product offering
Translate complex customer issues for both technical and non-technical audiences
Tag data and feedback gathered through customer interactions to help Altruist prioritize product roadmap and process optimization decisions
Help maintain and update response templates and platform FAQs
Adhere to compliance and regulatory guidelines at all times

About Altruist

Altruist is a fast growing fintech company that’s transforming the financial advice industry. Our mission is to make financial advice better, more affordable, and accessible to everyone. We’re a modern custodian built exclusively for registered investment advisors (RIAs). As we disrupt legacy custodians and revolutionize the $100T RIA market, we’re seeking exceptional individuals to join our team. If you embody our core values of kindness, brilliance, and grit, and are passionate about making a meaningful impact, we want to hear from you!

About the position

Altruist is entering an exciting phase, and we’re looking for a Trading Representative to join our team.

Please note: This position is onsite Monday-Friday based out of our San Diego, CA facility.

What you’ll do

Train Advisors with Altruist trading platform
Monitor financial markets and execute trades on behalf of advisors, adhering to established trading strategies and risk management
Provide expertise on fixed income, equity, mutual fund, and options trading
Utilize proprietary and partner systems to diagnose and resolve complex customer inquiries spanning across account opening, funding, trading, fee billing, reporting, and account maintenance
Sleuth defects and proactively shepherd to resolution
Provide exceptional customer service -- go above and beyond to foster rapport, delight customers, and drive loyalty
Become an expert in Altruist’s product offering
Translate complex customer issues for both technical and non-technical audiences
Tag data and feedback gathered through customer interactions to help Altruist prioritize product roadmap and process optimization decisions
Help maintain and update response templates and platform FAQs
Adhere to compliance and regulatory guidelines at all times

What you’ll bring

2+ years of customer support or trade desk experience
2+ years broker-dealer operations or clearing firm experience
Working knowledge of investing and what Registered Investment Advisors (RIAs) do on behalf of their clients
Deep empathy for our customers; exemplary active listening and interpersonal skills
Able to deal with frequent change, delays, or unexpected events.
Can easily manage multiple tasks in a well-organized and highly detailed manner while working in a fast-paced, perpetually evolving, early-stage, start-up environment
Motivation to uncover the root cause of issues and drive them to resolution
Team mindset focused on setting each other up for success; low ego
Strong written and verbal communication skills
Approach all job responsibilities with a sense of urgency and attention to detail
A bachelor’s degree or equivalent experience
FINRA Series 7 license and Series 63

Benefits

Competitive salary and stock options
Premium Healthcare, Dental, and Vision insurance plans
Generous paid parental leave
401(k) savings plan with matching contributions
Flexible paid time off

Total compensation includes a competitive benefits package along with equity in the form of Stock Options (ISOs). A salary offer will be determined by a number of factors including experience, skill level, internal pay equity, geographic location, and other relevant business considerations. We review all employee pay and compensation programs regularly to ensure fair, equitable, and competitive pay. At Altruist, we are committed to providing fair, equitable, and competitive compensation by leveraging market data to inform our pay bands. Base salaries will be reviewed at regular intervals throughout the year, typically in conjunction with performance review cycles. By evaluating compensation on a regular basis, we are able to reward high performance and ensure all employees have opportunities for growth.

Don’t meet every single requirement? Studies have shown that women and people of color are less likely to apply to jobs unless they meet every single qualification. At Altruist we are dedicated to building a diverse, inclusive, and authentic workplace, so if you’re excited about this role, but your past experience doesn’t align perfectly with every qualification in the job description, we encourage you to apply anyways. You may be just the right candidate for this or other roles.

Altruist

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Website

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Altruist is a modern custodian for RIAs that combines essential technology with excellent customer service, enabling advisors to efficiently manage their practices. The company's intuitive software streamlines account opening, trading, reporting, and billing processes, making it a preferred choice for over 1,800 independent advisors. Altruist's commitment to transparency and conflict of interest disclosures, as evidenced by their detailed testimonial disclaimers, further underscores their industry leadership and dedication to ethical business practices.

Company Stage

Series D

Total Funding

$297M

Headquarters

Culver City, California

Founded

2018

Growth & Insights

Headcount

6 month growth

↑ 15%

1 year growth

↑ 50%

2 year growth

↑ 103%