Base: $85,000 - $105,000; bonus/equity: includes b...
On-site (4 days a week)
Active series 7 and series 63 licenses required
2 years fintech or brokerage support experience
Strong verbal and written communication skills
Clear Street is seeking an Associate for its Active Trading Support team in Del Mar, CA. The ideal candidate should have a strong background in fintech or brokerage support, excellent communication skills, and must hold active Series 7 and Series 63 licenses
Job Summary
Clear Street is modernizing the brokerage ecosystem by building a cloud-native clearing and custody system designed for complex global markets.
The role involves providing front-line support for a retail active trading platform through phone calls, support cases, and live chat during market hours.
Employees are required to work in the office 4 days per week starting January 2, 2023, with benefits including lunch stipends and fully stocked kitchens.
Matching Summary
Match Score: 85
Clear Street is seeking an Associate for its Active Trading Support team in Del Mar, CA. The ideal candidate should have a strong background in fintech or brokerage support, excellent communication skills, and must hold active Series 7 and Series 63 licenses.
Salary
Base: $85,000 - $105,000; Bonus/Equity: Includes bonuses and equity; Benefits: 401k matching, parental leave, medical/dental/vision
Skills & Requirements
Must-have
Active Series 7 and Series 63 licenses required
2 years fintech or brokerage support experience
Strong verbal and written communication skills
Nice-to-have
Calm and composed under emotional pressure
Experience with Pylon support platforms
Knowledge of PDT rules and margin mechanics
Key Requirements
Must have active Series 7 license
Must have active Series 63 license
At least 2 years in fintech or brokerage support
Active Series 3 preferred or must pass within 3 months