Full-Time

Trading Representative

Confirmed live in the last 24 hours

Altruist

Altruist

501-1,000 employees

All-in-one investment platform for advisors

Fintech

Mid

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 customers
  • Able to manage multiple tasks in a fast-paced environment
  • Motivation to uncover root causes of issues
  • Strong written and verbal communication skills
  • 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
  • Provide expertise on fixed income, equity, mutual fund, and options trading
  • Utilize proprietary and partner systems to resolve customer inquiries
  • Provide exceptional customer service
  • Become an expert in Altruist’s product offering
  • Translate complex customer issues for technical and non-technical audiences
  • Tag data and feedback for product roadmap decisions
  • Help maintain response templates and platform FAQs
  • Adhere to compliance and regulatory guidelines

Altruist provides a comprehensive investment platform tailored for financial advisors, integrating tools for account management, trading, and client reporting. This company streamlines financial operations with advanced features like commission-free fractional share trading and automated rebalancers, reducing inefficiencies and enhancing client services. The focus on high-touch support and continuous improvement in financial technologies makes it an appealing environment for professionals looking to advance in the fintech industry.

Company Stage

Series E

Total Funding

$449.5M

Headquarters

Culver City, California

Founded

2018

Growth & Insights
Headcount

6 month growth

14%

1 year growth

46%

2 year growth

107%