About the role

Webull is seeking a licensed Customer Experience Representative in Saint Petersburg, FL to support traders across inbound phone and written channels and help them grow in confidence as investors. You will resolve inquiries end-to-end, explain trading mechanics, handle time-sensitive situations in compliance with regulations, and help train AI tools used by agents and clients. This role requires a Series 7 (and Series 63 or 66) and 3+ years in client-facing financial services.

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JOB OVERVIEW

Experience level

Junior

Location

St Petersburg, FL

Occupation

Securities, Commodities, and Financial Services Sales Agents

Industry

Investment Banking and Securities Intermediation

Posted

8 days ago

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