Webull Financial · 7 hours ago
Trade Associate
New York, NY
Full-time
Onsite
Entry, Mid Level
2+ years expWebull Financial is a leading digital brokerage platform dedicated to empowering individual investors. They are seeking a Trade Associate to join their trade operations team in New York, responsible for monitoring trades, managing order systems, and resolving trade-related issues.
AnalyticsFinTechMarket ResearchTrading Platform
Responsibilities
Respond to any trade related issues that clients may encounter
Monitor our order management systems
Cover off-peak hours to support our global teams and expanded trading hours
Identify any issues and resolve them in a timely manner
Place trades for reps and our omni team in qualifying circumstances
Identify deficiencies in our current processes & systems and working towards fixing/optimizing them
Participate in tests of new trade features through UAT environment
Reach out to our vendors for any trade related issues that arise
Assist our U.S. team and our global branches with any ad hoc trade related inquiries
Ensure our trade routes are flowing properly
Monitor incoming order flow that may breach internal risk controls
Qualification
Required
2-4 years of relevant industry experience
Currently have your SIE and/or Series 7
Strong writing and documentation skills
Solid understanding of financial instruments and derivatives
Ability to act quickly, decisively, and accurately under pressure
Strong interest in financial markets and economic trends
Clear and effective communication skills, both internally and externally
Professional demeanor; reliable and dependable
Preferred
Proficiency in Excel
Ability to take Series 57 within a timely manner (within 6 months of hire)
Benefits
Comprehensive Health Coverage: 100% paid medical and dental insurance for employees and dependents, vision insurance, and more!
Financial Support: 401(k) match, commuter benefits for NY positions, and short-term disability coverage.
Work-Life Balance: Generous time off that increases with tenure, paid parental leave, personal days, sick time, volunteer days and company holidays.
Wellness & Pet Care: Fitness and wellness benefits, plus pet insurance for your furry friends.
Investing in Your Future: We provide tuition reimbursement to help you pursue relevant degrees, certifications, and training that align with your career goals.
Dynamic Office Perks: Catered breakfast (every Monday) and lunches (every Friday), fully stocked kitchens, and monthly happy hours to connect and collaborate.
Company
Webull Financial
At Webull, we believe that everyone should have an equal opportunity to control their own financial future.
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
unknown2021-10-01Private Equity
Leadership Team
Anthony Denier
CEO
Shen Lu
Chief Operating Officer
Recent News
Investment News
2026-01-20
FX News Group
2026-01-16
2026-01-14
Company data provided by crunchbase