Sunday, September 30, 2012

Financial Rep Trainee

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Job Title: Financial Rep Trainee
Category: Client/Customer Services
Location: FORT WORTH, TX
Shift: To Be Determined
Req #: tdam-00010714

We are currently taking applications for Financial Rep Trainee opportunities within the Fort Worth location. This position is a result of TD Ameritrade's expansion efforts as well as our commitment to serve our growing number of clients. Candidates interested in being considered should apply now!


A leader in brokerage and investment services for over 35 years, TD Ameritrade offers a full spectrum of powerful solutions and innovative tools for trading and investing. We're constantly expanding our knowledge and bolstering our capabilities, from a leading active trader program to intuitive long-term investment solutions and a national branch system. Combined with some of the industry's brightest minds, there's no limit to how big our accomplishments can be.

From first-time investors to sophisticated traders, TD Ameritrade is focused on helping individuals seek out their financial goals. And you're the ambassador to all that we do. Beginning with our trading platform and proprietary technology to our resolve to outperform, you'll maintain the high level of quality and integrity we're known for, each and every day. With the right opportunity, there's no limit to what you can accomplish.

As a leading employer in financial services, we believe in building strong relationships, achieving quality results and working with integrity. It's at the heart of everything we do. That's why we provide you with comprehensive training, benefits and programs that inspire you to achieve more every day. Apply to a TD Ameritrade job today and help our clients pursue their dreams, while you fulfill yours.

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, upon completing a comprehensive training program

* 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 participates in the E-Verify program for those states requiring E-Verify. For additional information on this program pleaseclick here.

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

TD Ameritrade, Inc. member FINRA/SIPC/NFA is a subsidiary of TD Ameritrade Holding Corporation (NASDAQ: AMTD). TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company and the Toronto-Dominion Bank. © 2012 TD Ameritrade IP Company, Inc. All rights reserved. Used with permission.

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