Financial Rep Trainee

Apply for Job Here 

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 

Subscribe to Trading Jobs by Email
Find the latest Trading Jobs here