Trading Specialist

moomoo; Town of Texas (WI); On-site; USD 70,000 - 80,000; Full time

Benefits offered by this job

Comprehensive Paid Medical Benefits

401(k) Employer Contribution

Generous Paid Time Off & Paid Holidays

Opportunities for Professional Growth & Development

Performance-Based Bonuses

Job summary

A leading financial services firm in the United States is seeking a Trading Specialist to enhance customer trading experiences. The ideal candidate will engage with clients using various communication methods, addressing their trading-related inquiries. This role requires strong proficiency in Mandarin and essential FINRA licenses. Successful applicants will join a dynamic team committed to customer satisfaction, and enjoy comprehensive benefits including medical coverage, retirement savings contributions, and performance-based bonuses.

Qualifications

• Minimum of 3-5 years of experience in a similar role.
• Ability to handle complex trading inquiries effectively.
• Experience with crypto products is a plus.

Responsibilities

• Communicate with customers providing effective solutions.
• Identify customer pain points for product team communication.
• Develop subject matter expertise on trading strategies.

Skills

FINRA Series 7 and 63 Licenses

Mandarin Chinese fluency

Strong understanding of trading strategies

Excellent communication skills

Detail-oriented

Results-driven

Education

Bachelor’s Degree in Finance, Economics, or related field

Advanced degrees or certifications (e.g., CFA)

Job description

About Futu US Inc.

Futu US Inc. stands at the forefront of financial services, housing two SEC registered broker-dealers alongside a cryptocurrency brokerage — all operating under the reputable wing of Futu Holdings Limited (Nasdaq: FUTU).

Our core mission revolves around innovating the investing landscape through a digitized brokerage and wealth management platform that's designed to elevate the investment experience.

Here’s a closer look at our key entities:

• Futu Clearing Inc.: An SEC registered FINRA member dedicated to delivering top-tier clearing and execution services to institutional clients.
• Moomoo Financial Inc.: An SEC registered FINRA member, providing retail investors access to both U.S. and Asian securities markets.
• Moomoo Crypto Inc.: Launching soon, an MSB that will offer cryptocurrency trading to retail investors in a number of states.
• Moomoo Technology Inc.: Offering a data-rich trading platform, we provide unparalleled insights and tools to enhance your trading strategies. Note that this entity is not a licensed broker-dealer.

For deeper insights into our entities and affiliates, explore futuclearing.com or moomoo.com/us to discover the future of investing with confidence and innovation.

Trading Specialist

Office Location: Dallas, TX

About the Team & Role

Join our dynamic team at Moomoo as a Trading Specialist, where your passion for finance and technology can thrive. As a Trading Specialist, you’ll play a crucial role in enhancing our customers’ trading experience and building long‑lasting relationships. Your work will focus on equities trading, options trading, margin investing, and related issues experienced by our fast‑growing presence in the marketplace.

This role must be based at the office locations specified in the job description, in line with our in‑office work philosophy. Remote work is not available for this position. For more details about our in‑office approach and expectations, please reach out to the recruiter.

What You’ll Do

• Communicate with customers using email, phone, and chat, providing efficient and effective solutions with kindness.
• Act as the voice of the customer by identifying and communicating customer pain points or opportunities to the product team.
• Develop deep subject mastery and offer personalized support on complex trading strategies, derivatives, and investment opportunities.
• Pursue additional licenses to broaden your professional expertise and contribute to the growth of our business.
• Proactively develop and maintain strong relationships with high‑net‑worth customers, acting as their primary point of contact for trading‑related inquiries.
• Collaborate with internal teams to optimize trading operations and enhance the overall customer experience.

What You Bring

• FINRA Series 7 and 63 Licenses required
• Mandarin Chinese fluency is required
• Strong understanding of trading strategies and investment products, with a focus on serving high‑net‑worth customers.
• Experience with crypto products a plus.
• Excellent communication and interpersonal skills, enabling you to effectively engage with high‑net‑worth clients and build strong relationships.
• Ability to handle complex trading inquiries, derivatives, and investment strategies, offering expert support.
• Proactive, detail‑oriented, and results‑driven with a strong commitment to delivering exceptional service.
• Bachelor’s Degree in Finance, Economics, or a related field; advanced degrees or certifications (e.g., CFA) are highly desirable. A minimum of 3‑5 years of experience in a similar role or a combination of education and relevant experience.

Bonus points if you have experience in executing and managing trades across different asset classes and are knowledgeable about regulatory compliance requirements.

What We Offer

• Comprehensive Paid Medical Benefits – We prioritize your health with a robust medical benefits plan that covers you and your dependents.
• 401(k) Employer Contribution – We match your contributions to help you grow your retirement savings.
• Generous Paid Time Off & Paid Holidays – Take the time you need to recharge and pursue your passions with our generous paid time off policy.
• Opportunities for Professional Growth & Development – Invest in your future through hands‑on learning, skill‑building, and cross‑functional work.
• Performance‑Based Bonuses – Your hard work deserves recognition! Enjoy performance‑based bonuses that reward your contributions to our team’s success.

Base pay for a successful applicant will depend on a variety of job‑related factors, which may include education, training, experience, location, business needs, or market demands. The expected salary range for this role is $70,000 - $80,000. This role is also eligible to participate in our discretionary bonus plan.

Disclaimer

The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.

Equal Opportunity Employer

Futu Holdings Limited, including all subsidiaries, is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability status, protected veteran status, or any other characteristic protected by law.

Warning about Fake Job Posts

Please be aware of fraudulent job postings by persons not affiliated with Futu, Moomoo, or their affiliates. Criminals may use fraudulent job postings to obtain your personally identifiable information and/or financial information to steal your identity and/or money. All communications to you will come from a business email address. We do not hire through text message, social media, or email alone, and any interviews will be conducted in person or through a video call. We will not ask you for bank account information nor ask you to pay anything during the hiring process.

If you see suspicious activity or believe that you have been the victim of a job posting scam, you should report it to your local FBI field office or to the FBI’s Internet Crime Complaint Center.