Stock Plans Associate jobs in United States
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Siebert Financial · 1 day ago

Stock Plans Associate

positionNashville, TN 37212
timeFull-time
remoteOnsite
seniorityNew Grad, Entry Level
money$40K/yr - $55K/yr

Siebert Financial is seeking a highly motivated and customer-focused Stock Plan Participant Support Specialist to join their team. In this role, you will be the primary point of contact for employees participating in public company stock plans, providing education, support, and guidance on equity compensation.

FinanceFinancial ServicesInsurance

Responsibilities

Provide frontline support to stock plan participants via phone, email, and chat
Educate participants on various types of equity awards (RSUs, stock options, ESPP, etc.)
Assist with account setup, online access, and understanding of plan documentation
Help participants navigate the trading platform and guide them through exercises and sales
Coordinate with brokerage partners to address trade-related inquiries
Monitor and ensure timely execution and reporting of participant transactions
Maintain accurate and detailed records of participant interactions
Identify and escalate opportunities for process improvement, FAQs, and resource enhancements

Qualification

FINRA Series 7FINRA Series 63Finance knowledgeCustomer serviceProblem-solving

Required

Candidates must obtain FINRA Series 7 and Series 63 licenses within 6 months of hire
Strong interest in finance, equity compensation, or capital markets
Excellent communication and customer service skills
Comfortable learning trading and brokerage systems
Self-motivated with strong problem-solving abilities
Ability to meet deadlines and manage multiple priorities

Benefits

401(k)
401(k) matching
Bonus based on performance
Competitive salary
Dental insurance
Health insurance
Opportunity for advancement
Paid time off
Vision insurance

Company

Siebert Financial

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Siebert is a brokerage and wealth management firm with a history of Indomitability and Fearlessness.
dateFounded in 1967
location
Miami, Florida, USA
people-size201-500 employees
web-link
https://www.siebert.com/

Funding

Current Stage
Growth Stage

Leadership Team

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Raakhee Miller
President/CPO- Siebert Technologies
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Stefano Marrone
Chief Marketing Officer
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Recent News

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Streamex Corp. (NASDAQ: STEX) Announces Proposed Public Offering
2026-01-23
GlobeNewswire
Streamex Corp. (NASDAQ: STEX) Announces Pricing of $35 Million Public Offering
2026-01-23
Siebert Financial Corporation
Siebert Financial and Kakao Pay Securities Expand Strategic Collaboration to deliver Daily U.S. Market Insights to 8 Million Korean Investors
2025-12-05
Company data provided by crunchbase