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A bit about us:

This dynamic financial powerhouse revolutionizes the trading game through its cutting-edge online brokerage services. Offering an exhilarating platform, users can seamlessly navigate the stock, options, and ETF markets with real-time data and powerful charting tools. What sets this company apart is its commitment to democratizing finance—commission-free trading, extended market hours, and a user-friendly interface cater to both seasoned investors and newbies alike. Dive into the world of limitless possibilities, where every individual is empowered to make thrilling investment decisions.

Why join us?

  • Innovation Hub: Join a workplace at the forefront of financial innovation, where creativity is embraced, and employees contribute to groundbreaking solutions.

  • Growth Focus: Experience continuous learning and development opportunities, with mentorship programs and training initiatives to advance your career in a rapidly evolving industry.

  • Collaborative Spirit: Thrive in a culture that values teamwork, diversity, and open communication, fostering a collaborative environment across departments.

  • Empowered Workforce: Be part of a company that values and empowers its employees, offering autonomy and responsibility, allowing individuals to take ownership and pride in their work.

Job Details

Job Qualifications:

  • Bachelor's degree in Accounting, Finance, or a related field. Professional certifications such as CPA (Certified Public Accountant) are a plus.
  • Minimum of 5 years of experience in accounting roles, with specific expertise in the broker-dealer industry.
  • In-depth understanding and experience with Series 27 license requirements and compliance standards related to broker-dealer operations.
  • Demonstrated proficiency in Oracle Cloud, with hands-on experience in utilizing Oracle Cloud applications for financial reporting, data analysis, and other relevant accounting functions.
  • Strong background in preparing and analyzing financial statements, ensuring accuracy, compliance, and adherence to industry regulations.
  • Ability to support internal and external audits, providing necessary documentation and explanations related to financial transactions and reporting.
  • Exceptional attention to detail, ensuring accuracy in financial records, reconciliations, and compliance-related documentation.


Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
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