Customer Experience Representative

About the role

Webull is a leading digital brokerage platform built on next generation global infrastructure. At Webull, we believe that everyone should have an equal opportunity to control their own financial future. Our vision has always been to empower individual investors with the tools and resources they need to succeed financially. This commitment remains at the heart of everything we do. From low-fee trading and robust market data to advanced analytical tools, we are committed to providing a seamless, top-tier trading experience. About The Role & Team Webull   is   seeking   licensed, trading-fluent professionals to join our Customer Experience (CX) team. As a Customer Experience Representative, you will support clients across inbound phone and written channels,   own   complex trading-related inquiries, explain   the mechanics behind each outcome,   and   help clients   grow in confidence as traders.   Beyond   day-to-day   support, you will help   scale   our support systems by improving internal knowledge,   identifying   gaps, and   shaping   how we   use   automation to   create   a smarter, faster, AI-enabled experience for clients and agents. This   Series 7-licensed role   supports   active, self-directed traders.   An active FINRA Series 7 license   is   required.Candidates   must correctly answer   advanced trading questions   during   every interview round. In This Role, You Will Resolve inbound client inquiries across phone and written channels, owning trading-related issues end to end, including   order execution, profit and loss (P&L), margin buying power calculations,   options   trades   and advanced   strategies, and trade disputes. Support account access, banking, and platform functionality inquiries as needed. Explain each resolution and the trading mechanics behind it clearly. Handle escalated and time-sensitive situations with sound judgment, balancing client outcomes against regulatory, compliance, and firm requirements. Help train and refine the AI tools   used by   agents and clients.   The Skills You Bring A bachelor's degree or equivalent professional experience. An active FINRA Series 7 license. An active FINRA Series 63 or Series 66 license, or the ability to obtain one   after   hire. At least   3 years   of   client-facing financial services   experience, including at least 1 year at a retail brokerage,   preferably   a digital or fintech brokerage. Strong   proficiency   in equities, options, margin trading, applicable regulations, tax reporting, cost basis, and retirement account rules.   What Makes You Stand Out A bachelor's degree or equivalent professional experience. An active FINRA Series 7 license. An active FINRA Series 63 or Series 66 license, or the ability to obtain one   after   hire. At least   3 years   of   client-facing financial services   experience, including at least 1 year at a retail brokerage,   preferably   a digital or fintech brokerage. Strong   proficiency   in equities, options, margin trading, applicable regulations, tax reporting, cost basis, and retirement account rules.   Why Webull?   Webull is more than a fintech company—we’re a global community of innovators, collaborators, and trailblazers. Headquartered in St. Petersburg, FL, Webull operates in 16 regions worldwide, serving over 20 million users. At Webull, your ideas matter, your voice is heard, and your work makes a real impact.   Investing in our people is a top priority for us, which is why we have a comprehensive benefits package that includes: 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) & lunches (every Friday), fully stocked kitchens, and monthly happy hours to connect and collaborate.   This role is based in our St. Petersburg office, where in-person collaboration fuels growth, mentorship, and innovation. At Webull, we’re committed to fair, equitable, and transparent compensation. The base salary range is ($75,000 - $90,000) annually, plus a discretionary bonus and full benefits. Final offers consider experience, location, and relevant qualifications.   EEOC Statement Webull is an equal opportunity employer. We’re committed to building a diverse and inclusive team where all backgrounds, perspectives, and talents are valued.