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Active1d ago

Active Trader Consultant

tastylive·📍 Chicago, Illinois, United States

Employment

Full-Time

Work mode

On-site

Experience

ENTRY LEVEL

Salary

Not disclosed

Salary not disclosed

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Role overview

Job description

Company Name: tastytrade Role: Active Trader Consultant Location: Chicago, IL Position Summary Active Trader Consultants (ATCs) are results-driven sales professionals responsible for acquiring and onboarding new retail brokerage accounts from active, self-directed traders. This role focuses on identifying, engaging, and converting high-potential prospects, such as day traders, options traders, futures traders, margin/portfolio margin traders, and frequent equity/ETF investors, who are currently managing accounts at competitor firms or trading through multiple platforms. This is a high-energy sales position, involving outbound outreach, referrals from service, platform demonstrations, and competitive positioning. ATCs are trusted advisors on advanced trading tools, robust platforms, margin/portfolio margin, asset classes supported, and service capabilities. By delivering except

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About this listing

  • Source: tastylive's official careers site (via Greenhouse) · last confirmed on the source 30 Oct 2026
  • Posted 29 Oct 2026

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What they are looking for

Skills & requirements

finance →

Qualification

Deliver compelling demos of our trading platforms, including order types, margin capabilities, options tools, futures, and proprietary features Position our functionality effectively against competitors’ offerings Account Opening and Onboarding : Guide prospects through the full account application process, including entity vs. individual accounts, documentation, funding, and transfers (ACATS) Oversee seamless onboarding and initial trade setup to ensure high activation rates Brand Evangelist : Must exhibit a thorough understanding of all tastytrade products and services and will be responsible for identifying opportunities to maximize all aspects of tastytrade Consistently reinforce tastytrade’s value proposition and culture in all client interactions and internally, through both your words and your professionalism and expertise Who You Are: 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 strongly preferred) Proven track record of meeting/exceeding sales goals Ability to thrive in a dynamic, metrics-driven, trader-first culture Atte

Department · tt - Brokerage

Hiring company

tastylive

Welcome to tastylive Careers! The success of tastylive begins with our employees. If you are looking for a collaborative, innovative, and transparent work environment, we have a place for you on our team! If we don't currently have the perfect job opening for you, contact us anyway! We'd love to consider you for future roles.

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