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Retail Trading Senior Specialist

Quick Facts

Chicago, Illinois ID# 2019-22201 Regular Full-Time Second Level Professional


TD Ameritrade is a leading provider of investing technology and education, enabling traders to build and execute their investing strategies and processing more trades per day than any other financial services firm.


The Retail Trading Senior Specialist supports TD Ameritrade’s highest revenue generating, most sophisticated retail active trader clients. Senior Specialists handle phone calls (inbound and outbound) and inbound chats in a fast paced, market sensitive environment. Duties include order entry, software tutorials, relationship building and management, risk analysis, and management and mentorship of clients through education on complex derivatives strategies and products.



Our office is located in the Groupon building at 600 W. Chicago Ave. We’re a few minutes from the Chicago avenue stops on the Red, Brown and Purple lines. We offer a free shuttle service to Union Station and Ogilvie and catered lunch each day. With approximately 325 associates in this location, associates get to experience working for an industry leader, among highly engaged co-workers, within a close-knit office.


  • Provide direct, real-time trader support to our retail active trader client segment
  • Master and teach the firm’s most complex trading platforms (including, but not limited to: thinkorswim, and Mobile Trader) to help clients harness and maximize TDA technology
  • Analyze and interpret client positions and market conditions to proactively present advantages and disadvantages of various strategies to find the best solutions for our clients
  • Utilize trading experience  to coach clients on best market practices including, but not limited to efficient order execution
  • Mentor clients and convey margin rules and calculations on derivative (options, futures, options on futures) positions and risk management
  • Perform multiple tasks simultaneously to serve multiple trader clients and associates in order to create a superior client experience
  • Leverage industry knowledge and platform expertise to deliver well-positioned leads to branches and other business partners


  • Bachelor’s degree, or equivalent experience
  • Understanding of equities, complex option strategy, and risk preferred and a strong interest in the securities industry and capital markets
  • Must have necessary sense of urgency and strong judgment and prioritization skills
  • Must possess excellent  oral and written communication skills
  • Ability to present complex information in a simplified manner to clients and associates
  • Series 7, 63 (or equivalent) and 3 with registration in all 50 states, or the capability to acquire them within the prescribed training plan upon hire
  • Military education, or experience may be considered in lieu of civilian requirements listed


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About TD Ameritrade.

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.

Applicants must be eligible to work in the U.S. Immigration sponsorship is typically not available for this position.

TD Ameritrade participates in the E-Verify program. For additional information on this program please click 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.

© 2019 TD Ameritrade IP Company, Inc.

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All about growth.

By virtue of what we do, our world is filled with numbers. Here are just a few that we believe best describe TD Ameritrade at its finest.

  • 10,000 Full-time

    Graphic 2 people
  • 350+Branches
    in 49 States

    Graphic 2 people
  • 18,380 Hours Volunteered to
    Community Programs in 2017

    Graphic 2 people