Trade Desk Representative - FINRA LICENSES Series 7, 66, Or 63 Job at TEKsystems, Fort Worth, TX

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  • TEKsystems
  • Fort Worth, TX

Job Description

Job Description

Job Description

REQUIRED: FINRA LICENSES Series 7, 66, or 63

Description

Trade Desk, Mutual Fund Trader, incoming call center, 100% service, work with field office/financial advisors and individual facing

Taking calls from customers about trading, moving money, etc.

Average 30 calls per day

Skills

Series 7, series 63, series 66, customer service, trade desk, call center

Top Skills Details

Series 7,series 63,series 66,customer service,trade desk

Additional Skills & Qualifications

Need Series 7 & 63 or 66

Needs customer service experience, call center, financial services experience preferred

Financial services experience

Culture fit: niche market, focuses on military families for financial security, core values: love, courage, and effectiveness. flexible, client focused, project work, can collaborate and be involved as a team player

Experience Level

Intermediate Level

Pay and Benefits

The pay range for this position is $63000.00 - $63000.00/yr.

Performance based bonuses, 25% turnover is all internal promotion, great culture, 15% stock fee options

Workplace Type

This is a hybrid position in Fort Worth,TX.

Application Deadline

This position is anticipated to close on Apr 2, 2025.

About TEKsystems:

We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company.

The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

Job Tags

Flexible hours,

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