In-Store Financial Experience Associate – NYC Brand Store

Futu Holdings Limited; New York (NY); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Comprehensive benefits package

Performance-based bonuses

Opportunities for professional growth

Job summary

Futu Holdings Limited is seeking a Financial Customer Experience Associate to support in-person activations at the NYC Brand Store. This role emphasizes client engagement, sales, and compliance with FINRA and SEC regulations. Ideal candidates will thrive in dynamic environments and possess a passion for finance.

Responsibilities include managing sales efforts, providing live customer support, and staying updated on market trends. Competitive salary of $50,000-$70,000 plus performance-based bonuses included.

Qualifications

• Must have or be willing to get SIE upon being hired.
• 1+ years of experience in sales and/or customer service within a financial services company.
• Strong personal trading experience preferred.

Responsibilities

• Support on-site sales and promotions.
• Provide exceptional client support and track sales data.
• Ensure compliance with FINRA and SEC guidelines.

Skills

Sales and customer service experience

Knowledge of options and trading strategies

Excellent communication skills

Deep understanding of trading products

Education

SIE certification (must obtain)

FINRA Series 7 and 63 licenses (must obtain within 180 days)

Job description

Futu Holdings Limited is seeking a Financial Customer Experience Associate to support in-person activations at the NYC Brand Store. This role emphasizes client engagement, sales, and compliance with FINRA and SEC regulations. Ideal candidates will thrive in dynamic environments and possess a passion for finance.

Responsibilities include managing sales efforts, providing live customer support, and staying updated on market trends. Competitive salary of $50,000-$70,000 plus performance-based bonuses included.