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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.
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
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
Strong preference for bilingual fluency in Mandarin and English
TD Ameritrade is an equal opportunity employer. At TD Ameritrade we believe that people matter. We value diversity and believe that it transcends race, national origin, age, marital status, gender identity / expression, sexual orientation, citizenship status, service in the armed forces, disability, thoughts, ideas and perspectives. Our commitment to building an inclusive culture is aimed at attracting and retaining diverse talent, clients and shareholders to the firm. It's a belief that's core to the success of our organization.
