Private Securities, Platform Broker

Added
5 hours ago
Type
Full time
Salary
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Related skills

financial services trading san francisco series 7 sie

πŸ“‹ Description

  • Customer relations management
  • Help customers complete trades and navigate platform
  • Support customer inquiries
  • Advise clients on structuring and executing transactions
  • Review client diligence and ensure compliance
  • Collaborate with Product and Marketing to improve platform

🎯 Requirements

  • At least 2 years in financial services/VC/investment banking
  • Series 7, 63/66, SIE
  • Build relationships with customers and internal teams
  • Work in online trading fast-paced env with strong customer support
  • Understand private securities marketplace and institutional equity research/sales
  • Excellent organizational skills and attention to detail

🎁 Benefits

  • Hybrid work schedule with 2-3 days/week in San Francisco office
  • Background checks conducted upon offer
  • Equal opportunity employer
  • Inclusive workplace culture
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