Fixed Income Specialist – National Team

TD Ameritrade Holding Corporation, through its brokerage subsidiaries, provides a dynamic balance of investment products and services that make it the investment firm of choice for millions of retail investor and independent registered investment advisor (RIA) clients. Listed by Forbes as one of America’s best big companies, the Company offers a full spectrum of investment services, including a leading active trader program, intuitive long-term investment solutions and a national branch system, as well as relationships with one of the largest independent RIA networks.

TD Ameritrade is an Equal Opportunity Employer. We value diversity and offer a quality workplace.

TD Ameritrade is a leading organization that has provided brokerage and investment services for over 30 years. Listed in Forbes as one of America’s best big companies ¹, the Company offers a full spectrum of investment services, including a leading active trader program, intuitive long-term investment solutions and a national branch system. Through our brokerage subsidiaries, we provide innovative, powerful online trading tools and services to individual investors.

Our associates are at the heart of what we do. We believe in teamwork, putting clients first, building strong relationships, achieving quality results and working with integrity.

Role: 

The Fixed Income Sales Teams (FIS) are a part of the Investor Solutions Group in Retail Distribution. The teams are comprised of highly skilled fixed income professionals who work in conjunction with TD Ameritrade’s retail distribution channels including: Branches, National Branch and Investor Services to service and deepen relationships with TD Ameritrade (TDA) clients and prospects with fixed income needs.

The Fixed Income Specialist is responsible for consulting with clients on their fixed income product and/or services needs. In addition, the Specialists will identify and qualify high potential fixed income clients ‘bond buyers’ to the Regional Desk.

The Fixed Income Specialist is also responsible for consulting with clients and uncovering referrals opportunities to other TD Ameritrade departments, such as Advice referrals to the Branches and National Branch

These activities will require a strong knowledge of the securities industry particularly fixed income securities, portfolio management theory, TD Ameritrade’s products and services and the ability to effectively identify & qualify high potential fixed income clients, determining their fixed income needs and recommending the appropriate fixed income solutions for their portfolios.

Responsibilities:

Effectively manage a client base, ensuring that all clients receive the proper attention and response

Provides high quality service to clients to attract and retain client assets and accounts

Has a full range of knowledge on TD Ameritrade’s more complex Fixed Income products and services and applies effective sales skills in client interactions

Expands and deepens the client relationship by extending the entire product line while using an effective consulting approach

Effectively partners with the Fixed Income Inbound team, service partners, and branch IC’s to strengthen the client relationship

Receive inbound calls and provide a quality client experience

Perform advice referrals on a variety of investment products and services

Utilize technology to serve clients in a rapidly changing environment

 

Consulting and sales experience in fixed income securities preferred

Series 7, 66 or 65 registrations

Minimum of two years experience in a financial service sales team position

Must be self-motivated with an outgoing personality and work well in a team setting

Outstanding communication, listening, relationship building and negotiating skills

Possess the ability to excel in a competitive, fast paced environment

Capable of quickly building good rapport with clients, assessing their needs and presenting features and benefits of Ameritrade’s products and services

The ability to work independently with a high degree of quality

Well-developed communication skills with an assertive and dynamic personality are essential

Must be self-motivated and client service oriented

Must be able to prioritize tasks and work well under pressure while remaining focused

Primary areas of responsibility will require a high level of knowledge regarding TD Ameritrade products and services, policies and procedures, and new accounts

General knowledge of the securities industry

Superior building and sales skills

General account management skills

Understand the basic principles of equity, option and mutual fund transactions

Able to quickly learn and then instruct on the utilization of numerous complex systems and databases

Capable of troubleshooting basic PC problems and understand system interfaces

A thorough understanding of the Internet, web navigation and Windows operating systems

Fundamental knowledge of Microsoft Office applications

TD Ameritrade is an Equal Opportunity Employer. We value diversity and offer a quality workplace.

¹Forbes award information available at www.forbes.com/platinum. TD Ameritrade, Inc., member FINRA/SIPC is a subsidiary of TD Ameritrade Holding Corporation. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company and The Toronto-Dominion Bank. Used with permission.