Saturday, September 17, 2011

Fixed Income Specialist - National Team

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TD Ameritrade Holding Corporation, through its brokerage subsidiaries, provides a dynamic balance of investment products and services that make it the investment firm of choice for millions of retail investor and independent registered investment advisor (RIA) clients. Listed by Forbes as one of America's best big companies, the Company offers a full spectrum of investment services, including a leading active trader program, intuitive long-term investment solutions and a national branch system, as well as relationships with one of the largest independent RIA networks.

TD Ameritrade is an Equal Opportunity Employer. We value diversity and offer a quality workplace.

TD Ameritrade is a leading organization that has provided brokerage and investment services for over 30 years. Listed in Forbes as one of America's best big companies 1, the Company offers a full spectrum of investment services, including a leading active trader program, intuitive long-term investment solutions and a national branch system. Through our brokerage subsidiaries, we provide innovative, powerful online trading tools and services to individual investors.

Our associates are at the heart of what we do. We believe in teamwork, putting clients first, building strong relationships, achieving quality results and working with integrity.

Role: 

The Fixed Income Sales Teams (FIS) are a part of the Investor Solutions Group in Retail Distribution. The teams are comprised of highly skilled fixed income professionals who work in conjunction with TD Ameritrade's retail distribution channels including: Branches, National Branch and Investor Services to service and deepen relationships with TD Ameritrade (TDA) clients and prospects with fixed income needs.

The Fixed Income Specialist is responsible for consulting with clients on their fixed income product and/or services needs. In addition, the Specialists will identify and qualify high potential fixed income clients 'bond buyers' to the Regional Desk.

The Fixed Income Specialist is also responsible for consulting with clients and uncovering referrals opportunities to other TD Ameritrade departments, such as Advice referrals to the Branches and National Branch

These activities will require a strong knowledge of the securities industry particularly fixed income securities, portfolio management theory, TD Ameritrade's products and services and the ability to effectively identify & qualify high potential fixed income clients, determining their fixed income needs and recommending the appropriate fixed income solutions for their portfolios.

Responsibilities:
  • Effectively manage a client base, ensuring that all clients receive the proper attention and response
  • Provides high quality service to clients to attract and retain client assets and accounts
  • Has a full range of knowledge on TD Ameritrade's more complex Fixed Income products and services and applies effective sales skills in client interactions
  • Expands and deepens the client relationship by extending the entire product line while using an effective consulting approach
  • Effectively partners with the Fixed Income Inbound team, service partners, and branch IC's to strengthen the client relationship
  • Receive inbound calls and provide a quality client experience
  • Perform advice referrals on a variety of investment products and services
  • Utilize technology to serve clients in a rapidly changing environment
  •  
    Requirements

  • Consulting and sales experience in fixed income securities preferred
  • Series 7, 66 or 65 registrations
  • Minimum of two years experience in a financial service sales team position
  • Must be self-motivated with an outgoing personality and work well in a team setting
  • Outstanding communication, listening, relationship building and negotiating skills
  • Possess the ability to excel in a competitive, fast paced environment
  • Capable of quickly building good rapport with clients, assessing their needs and presenting features and benefits of Ameritrade's products and services
  • The ability to work independently with a high degree of quality
  • Well-developed communication skills with an assertive and dynamic personality are essential
  • Must be self-motivated and client service oriented
  • Must be able to prioritize tasks and work well under pressure while remaining focused
  • Primary areas of responsibility will require a high level of knowledge regarding TD Ameritrade products and services, policies and procedures, and new accounts
  • General knowledge of the securities industry
  • Superior building and sales skills
  • General account management skills
  • Understand the basic principles of equity, option and mutual fund transactions
  • Able to quickly learn and then instruct on the utilization of numerous complex systems and databases
  • Capable of troubleshooting basic PC problems and understand system interfaces
  • A thorough understanding of the Internet, web navigation and Windows operating systems
  • Fundamental knowledge of Microsoft Office applications

    TD Ameritrade is an Equal Opportunity Employer. We value diversity and offer a quality workplace.

    1Forbes award information available at www.forbes.com/platinum. TD Ameritrade, Inc., member FINRA/SIPC is a subsidiary of TD Ameritrade Holding Corporation. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company and The Toronto-Dominion Bank. Used with permission.                                                                  


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