Active Trader Consultant

The role

Active Trader Consultants acquire and onboard new retail brokerage accounts from active, self-directed traders. They identify prospects, conduct consultative sales, and deliver platform demonstrations to drive account growth and trading volume.

What you will do

• Identify and qualify high-value active trader prospects through outbound calling, email, social media, webinars, and seminars
• Work an existing lead funnel and partner with the Data & Insights team
• Conduct discovery calls to understand trading strategies, volume, and preferred platforms
• Present solutions highlighting competitive advantages
• Deliver platform demonstrations including order types, margin capabilities, and options tools
• Guide prospects through the full account application process including documentation and transfers
• Oversee onboarding and initial trade setup
• Identify opportunities to maximize all aspects of tastytrade

Required qualifications

• 3+ years of progressive experience in client service, relationship management, platform sales, or premium support within financial services
• Proven track record of meeting/exceeding sales goals
• Deep knowledge of active trading products: options, futures, equities, and FX
• Demonstrated ability to improve client retention and satisfaction metrics
• FINRA series 7, 63, 3 licenses

Nice to have

• Previous experience at a retail brokerage, trading platform, or high-touch wealth management firm
• Bachelor’s degree in Finance, Business, Communications, or related field
• Personal trading experience or strong passion for the markets
• FINRA series 4, 34 and 24 licenses
• Strong ability and desire to contribute to team training and mentoring junior staff
• Exceptional communication and interpersonal skills
• Ability to build trust with sophisticated traders
• High emotional intelligence and composure when handling complex client situations

Benefits

• Bonus
• Stock Purchase Options
• 401k Plan
• Medical/Dental/Vision Benefits
• Continued Education Support
• 20 Paid Vacation Days (plus an additional paid vacation day the month of your birthday!)
• 10 Paid Sick Days
• Gym Membership Reimbursement
• Commuter Benefits
• Pet Insurance
• Wellness & Mental Health Programs
• Charitable Donation Matching

About the company

IG North America is home to tastytrade, tasty live, and tastyfx, a family of brands built to democratize trading and empower individual investors. The team builds trading platforms, produces live financial education content, and creates technology to make complex markets accessible.