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At TD Ameritrade, the health and safety of our employees and candidates is our highest priority, and we have recently transitioned the majority of our employees to working from home. While we are still actively recruiting, due to the current situation related to the Coronavirus (COVID-19), we have made some critical changes to our recruiting process that eliminates the need for any face to face contact. As your application progresses, you can expect interviews to be conducted either on the phone or via video conference. Our Talent Acquisition Partners will guide you throughout the interview process and will be on hand to answer any questions you might have.

Financial Services Licensed Representative

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This is licensed position.  To be considered for this position candidate will need an active SIE, S7 and S63 (or S66).  This position is located in Southlake.  As a result of the Covid-19 pandemic, all roles, including new hires, will continue to train and work from home temporarily while social distancing measures are in place. Once determined by our leadership that we can safely support the return of our Employees, those hired into this role will be expected to begin reporting to the Southlake office.

Currently interviewing for daytime, evening and weekend positions.

Do you love helping others?

Are you interested in increasing your financial knowledge and experience?

Are you seeking an inclusive organization?

Then this could be the role for you!

This is a great opportunity to leverage your licenses to provide customer service to our clients in a call center environment.  We are seeking enthusiastic, curious, and motivated individuals to continue their career journey in Financial Services.  

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. At TD Ameritrade, one of our Core Values is People Matter.  This is at the core of everything we do.  We treat others with courtesy, dignity, respect and a high regard for diversity and inclusion.  We value diverse experience, perspectives, skill and ideas and foster a culture of transparency and teamwork. Learn more about our vibrant, collaborative community, here: https://jobs.tdameritrade.com/investor-services

As a Financial Services Representative 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.



Responsibilities:

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
  • Focus on Solutions – 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 in a group setting. 
  • Supportive coaching and mentoring from leadership and peers
  • 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

Requirements:

We are looking for people who:

  • SIE, Series 7, 63 (or equivalent) required with registration in all 50 states
  • Are motivated to continue to learn about the securities industry, including the basic principles of stocks, 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
  • A college degree OR equivalent work experience is preferred
  • Military experience may be substituted in lieu of education and/or experience

Apply now

Quick Facts

  • Southlake, Texas;
  • ID# R-4385
  • Full time
  • Support Level
  • Permanent Employee

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About TD Ameritrade

As a leader in brokerage and investment services for nearly 45 years, TD Ameritrade offers a full spectrum of powerful solutions and innovative tools for trading and investing. We're constantly expanding our knowledge and boosting our capabilities, from a leading active trader program to intuitive long-term investment solutions, and a national branch system. Combine that with some of the industry's brightest minds, and there's no limit to how big our accomplishments can be.

From first-time investors to sophisticated traders, our technology 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 that aims 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.

Coming together to better serve our clients

TD Ameritrade and Charles Schwab are now part of one company with a shared vision. Harnessing our combined strength, we are building a firm with an entrepreneurial spirit and the resources of a large financial services institution committed to serving investors of all sizes.

Together, we will have:

  • Greater scale, which enables us to serve a broad range of clients at lower costs
  • World-class services and solutions backed by our commitment to provide secure and stable systems
  • The industry’s most talented team, all united by an unwavering commitment to clients and a shared heritage of innovation

We expect the integration to take between 18-36 months. Until then, TD Ameritrade and Schwab will continue to operate as two separate broker-dealers and custodians.

Both TD Ameritrade and Schwab have been consistently recognized as best places to work.
The combined company will carry on this heritage, offering opportunities for you to build and grow a meaningful career.

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