Concierge Agent
tastylive
About this role
The Concierge Agent at tastytrade serves as a dedicated point of contact for new and existing customers, providing personalized support and ensuring a seamless, world-class experience. The role supports customer education on account types, funding, and product offerings while representing the company as a product and service expert. Candidates are expected to obtain SIE, Series 7, Series 63, and Series 3 licenses within 120 days of start.
Skills
Qualifications
About tastylive
tastytrade.comtastytrade is an online brokerage and financial media company that offers trading accounts for options, stocks, and futures. It pairs execution and trading tools with market education and live programming—rooted in the tastylive content network—to help active traders learn strategies and manage risk. The platform emphasizes options-focused tools, research, competitive pricing, and a trading-first experience aimed at retail and active DIY traders.
Recent company news
tastyliveAdobe Earnings Preview: Software Scare Behind Us?
2 days ago
tastyliveOracle Q3 Earnings Preview: What Traders Should Watch Out For
3 days ago
tastyliveCrowdStrike Earnings Outlook: Key Levels to Watch
1 week ago
tastyliveSnap Earnings Analysis: Why Expectations and Volatility Matter This Quarter
1 month ago
tastyliveAmazon (AMZN) Earnings Thursday: AWS, Ads, Margins, Guidance
1 month ago
About tastylive
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
Unlock Company Insights
View leadership team, funding history,
and employee contacts for tastylive.
Salary
$60k – $65k
per year
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