Bilingual Financial Services Representative Trainee (Mandarin and/or Cantonese and English)
The primary responsibility of a Trainee Financial Rep is to deliver outstanding service and value to our clients that elevate trust and brand loyalty. Upon completion of the training program and obtaining the Series 7 and 63 licenses, Financial Rep's will be able to answer inbound calls and/or email regarding accounts, policies, services, and available products. They will be able to place equity, option, and mutual fund trades along with providing quotes and hold discussions around the equity markets, fixed income markets, international markets, and economic conditions. Trainee's will engage in meaningful dialogue unstated needs or financial goals that may be achieved by further utilizing company services, products or tools. Rep's will be able to work in a fast-paced and dynamic environment by assisting clients and delivering solutions-focused results.
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REQUIREMENTS:
At TD Ameritrade we help individual investors pursue their financial goals through our brokerage subsidiaries. For more than 40 years we have been serving individual investors – from the first-time investor to the sophisticated trader, and from the “do-it-yourself” to the “do-it-for-me” investor. We offer a broad range of investment tools and services – all at a great value.
We engage with our clients in many different ways including online, on-the-go via mobile applications, over the phone or through independent registered investment advisors. Our clients choose how they want to work with TD Ameritrade – not the other way around.