Saturday, November 12, 2011

Financial Rep Trainee

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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 companies1, 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.

Roles:
We deliver unparalleled value and outstanding service that elevates client trust and brand loyalty. Financial Representatives are highly trained, motivated professionals that deliver services and solutions that exceed client expectations.

Responsibilities:
Upon completing a comprehensive training program and obtaining Series 7 and 63 licenses, Financial Representatives will:

  • Provide client support by answering inbound phone calls and/or e-mail regarding accounts, policies, services and available products
  • Place equity, option and mutual fund trades, provide quotes and facilitate discussions regarding equity markets, fixed income markets, international markets and economic conditions
  • Engage client in meaningful dialogue and identify unstated needs or financial goals that may be achieved by further utilizing company services, products or tools
  • Work in a fast-paced and dynamic environment by assisting clients and delivering solutions-focused results

  • Requirements:

  • Series 7 and 63 licenses
  • College degree is preferred. A minimum of two years college or equivalent experience will be considered.
  • 1-2 years client service experience required
  • Demonstrate a positive and professional image at all times
  • Strong command of computer and typing skills. Representatives will typically navigate through 4-5 software systems simultaneously.
  • Keen interest in the investment and financial services fields
  • Desire to learn and utilize new concepts related to industry licensing, regulations, policies/procedures, available programs/services, etc. Excellent consultative, rapport-building, listening and communication skills.
  • Ability to identify client interests or needs and offer services or solutions in a proactive manner
  • Strong mathematical, analytical and problem solving skills
  • Strong attention to detail with emphasis on accuracy and timeliness
  • Demonstrate a positive and professional image at all times

    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. 

  • Apply for Job Here 

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