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Fixed Income Sales Specialist - Southlake, TX

Quick Facts

Southlake, Texas ID# 2019-22231 Regular Full-Time First Level Professional

Role:

  • Highly motivated financial services professional with a solid baseline knowledge of fixed income products and strategies
  • Execute fixed income transactions for affluent clients who are generally self-directed and/or have periodic vs. ongoing needs
  • Provides back up and support Sr. Specialists in their wholesaling effort with branch partners. 
  • Make pro-active outbound campaign calls to firm clients
  • Assist customers and business partners calling into the bond department.

Responsibilities:

  • Review and analyze fixed income portfolios, making appropriate recommendations
  • Perform outbound customer service and business development calls to affluent client base
  • Provide prompt follow up on referrals, taking ownership for affluent client opportunities
  • Explaining risks and benefits when discussing fixed income products or strategies with clients
  • Make appropriate recommendations that match up with client needs with regards to risk tolerance and liquidity needs
  • Perform in a pro-active business development fashion during all client conversations
  • In addition to executing against asset opportunities held at the firm, significant attention and focus should be given to outside assets and upselling advisory services
  • Perform one on one meetings with affluent clients and Investment Consultants for the purpose of delivering education and information
  • Act in a back-up capacity for Sr. Fixed Income Specialist, which may include participation in branch conference calls and other value-add activities

Requirements:

  • Knowledge of the securities industry, portfolio management theory, economic and business cycles, and all fixed income products and strategies
  • Ability to communicate complicated fixed income investment concepts in a clear and concise manner to retail clients and business partners
  • Solid understanding of issues impacting the fixed income markets
  • 4 year College Degree in Business/Marketing/Sales preferred
  • Minimum 1 year Fixed Income “retail” sales experience
  • Military education or experience may be considered in lieu of civilian requirements listed
  • FINRA Series 7, 63 & 66 required

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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.

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