TD Ameritrade Financial Representative Trainee in Southlake, Texas
Do you love helping others?
Are you committed to doing the right thing?
Are you interested in learning and increasing your financial knowledge and experience?
Then this could be the role for you!
We are seeking enthusiastic, curious, and motivated individuals to start their career journey in Financial services. We’ll even provide paid training for your Series 7 and 63 licenses. Why, you ask,… because we believe investing in our associates is essential for investing in our future. It provides opportunities for associates to move from this role to others that match their aspirations within TD Ameritrade, including departments like Sales, Operations, Marketing, Communications, and more.
Our commitment to helping you grow goes further than training. Your goals are just as important to us as they are to you. We offer a supportive environment, where we value the unique view every employee brings to our team.
Learn more about our vibrant, collaborative community, here: https://jobs.tdameritrade.com/investor-services
As a Financial Services Trainee at TD Ameritrade, you can direct your career and be proud of the work you’ll do. Keep reading below to see the ins and outs of the position, and if it sounds right for you, apply today.
In this role you will:
Contribute to our culture – as a financial professional answering client inquiries in a fun, fast paced, and innovative contact center setting
Delivering great client service when answering inbound phone calls
Handle the hard stuff – Take ownership and Tackle complex and challenging issues to resolve the client’s needs.
Help our client’s grow - introducing clients to TD Ameritrade products and services
Have a commitment to excellence – provide reliable information to our clients regarding their accounts
Share your ideas and your feedback to help identify opportunities that will make your experience better
In return, we offer you:
Paid training to obtain Series 7 and 63 licenses with registration in all required jurisdictions
Tools that set a strong foundation for your career, along with opportunities to grow and develop
Performance metrics tracking that makes sure great service is rewarded with bonuses
Ongoing coaching and support customized for you
Competitive health, wellness and insurance benefits
A fun, unique and truly collaborative, team-based environment where you can pursue your professional and personal goals
We are looking for people who:
Are motivated to learn about the securities industry, including the basic principles of equity, option and mutual fund transactions
Have the ability to create long-term client advocacy by building trust through providing superior service
Display effective listening and communication skills
Are comfortable engaging in open-ended conversations with clients to identify needs and offer solutions
Are able to multitask while making accurate judgment decisions in an efficient manner
Possess a working knowledge of technology and be able to operate in an environment requiring intermediate computer skills
Will adhere to attendance and scheduling policies
Have a college degree OR equivalent work experience
Military experience may be substituted in lieu of education and/or experience
TD Ameritrade is an equal opportunity employer. At TD Ameritrade we believe that people matter. We value diversity and believe that it transcends race, national origin, age, marital status, gender identity / expression, sexual orientation, citizenship status, service in the armed forces, disability, thoughts, ideas and perspectives. Our commitment to building an inclusive culture is aimed at attracting and retaining diverse talent, clients and shareholders to the firm. It's a belief that's core to the success of our organization.