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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 Trainee

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This position is located in Southlake, TX. 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 associates, those hired into this role will be expected to begin reporting to the Southlake office.

Do you love helping others?

Are you interested in learning and increasing your financial knowledge and experience?

Are you seeking an inclusive organization?

Then this could be the role for you!

This is a great entry level opportunity to become trained to provide customer service to our clients in a call center environment.  We are seeking enthusiastic, curious, and motivated individuals to start their career journey in Financial Services.  We’ll even provide paid training for your Securities Industry Essential (SIE) Exam, as well as Series 7 and 63 licenses.  We’ve had new hires from customer service, banking, hospitality and other industries who have made a successful transition to this role.  Why, you ask… because we believe investing in our employees is essential for investing in our future.  It provides opportunities for employees 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. 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 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.



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.
  • Deliver 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 to obtain SIE, Series 7 and 63 licenses with registration in all required jurisdictions.
  • 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:

  • Are motivated to learn about the securities industry, including the basic principles of stocks, options, 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.

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Quick Facts

  • Southlake, Texas;
  • ID# R-1864
  • 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.

Define your professional path as a Financial Services Trainee.

  • Provide exceptional service to clients, helping transform their financial future
  • Opportunities available in Omaha, NE and St. Louis, Mo
  • Paid on-the-job training
  • Competitive pay and quarterly bonuses

We are actively hiring RIGHT NOW!

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Financial Services Trainee