Active Trader Consultant

tastytrade•Chicago, IL

12d•$70,000 - $90,000•Onsite

About The Position

Active Trader Consultants (ATCs) are results-driven sales professionals responsible for acquiring and onboarding new retail brokerage accounts from active, self-directed traders. The role focuses on identifying, engaging, and converting high-potential prospects, including day traders, options traders, futures traders, margin or portfolio margin traders, and frequent equity or ETF investors who currently use competing firms or multiple platforms. Sales activities include outbound outreach, service referrals, platform demonstrations, and competitive positioning. ATCs advise prospects on advanced trading tools, platforms, margin and portfolio margin, supported asset classes, and service capabilities. Through consultative client experiences, they contribute to new account growth, trading assets under custody, trading volume, and revenue. Successful candidates bring market knowledge, prospecting skills, and the ability to build long-term relationships that support client loyalty and firm revenue.

Requirements

At least 3 years of progressive experience in client service, relationship management, platform sales, or premium support within financial services; retail brokerage, wealth management, or trading platforms are strongly preferred.
Proven track record of meeting or exceeding sales goals.
Ability to thrive in a dynamic, metrics-driven, trader-first culture.
Attention to detail, urgency, and accuracy.
Passion for delivering excellent client service and a solutions-oriented mindset.
Strong sales and relationship management skills.
Deep knowledge of active trading products, including options, futures, equities, and FX.
Demonstrated ability to improve client retention and satisfaction metrics in a fast-paced trading environment.
FINRA Series 7, 63, and 4 licenses.

Nice To Haves

Previous experience at a retail brokerage, trading platform, or high-touch wealth management firm.
Bachelor’s degree in Finance, Business, Communications, or a related field.
Personal trading experience or a strong passion for the markets.
FINRA Series 3, 34, and 24 licenses.
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.

Responsibilities

Identify and qualify active trader prospects through outbound calls, email campaigns, social media, webinars, seminars, and targeted marketing lists.
Work an existing lead funnel and collaborate with the Data & Insights team to source high-quality opportunities.
Conduct discovery calls and meetings to understand prospects’ trading strategies, volume, platform preferences, commission structures, and concerns with current brokers.
Present solutions and explain tastytrade’s competitive advantages.
Demonstrate trading platforms and explain order types, margin capabilities, options tools, futures, and proprietary features.
Position tastytrade’s functionality against competitors’ offerings.
Guide prospects through account applications, including individual or entity accounts, documentation, funding, and ACATS transfers.
Oversee onboarding and initial trade setup to support high activation rates.
Maintain thorough knowledge of tastytrade products and services and identify opportunities to maximize their use.
Reinforce tastytrade’s value proposition and culture in client interactions and internally through professional conduct and expertise.

Benefits

Bonus
Stock purchase options
401(k) plan
Medical, dental, and vision benefits
Continued education support
20 paid vacation days, plus an additional paid vacation day during the employee’s birthday month
10 paid sick days
Gym membership reimbursement
Commuter benefits
Pet insurance
Wellness and mental health programs
Charitable donation matching
Two paid volunteer days off
Daily catered lunch when in the office
Full kitchen with snacks and beverages
In-building gym
Shuttle to and from Metra