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Fixed Income Sales Specialist - Southlake, TX

TD Ameritrade

TD Ameritrade

Fixed Income Sales Specialist - Southlake, TX

Southlake, TX
Full Time
Paid
  • 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
  • Qualifications
    • 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
    • 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.
  • Industry
    Financial Services
  • About Us

    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.