Retail Trading Trainee - May Start Date

Your Opportunity

Do you love helping others? Are you committed to doing the right thing? Are you interested in learning and increasing your financial knowledge and experience? Then this Retail Trading Trainee could be the role for you!

We are seeking enthusiastic, curious, and motivated individuals to start their career journey in Financial services. We’ll even provide paid training for your Series 7 and 63 licenses. Why, you ask,… because we believe investing in our associates is essential for investing in our future.

Our commitment to helping you grow goes further than training. Your goals are just as important to us as they are to you. We offer a supportive environment, where we value the unique view every employee brings to our team.

TD Ameritrade is a leading provider of investing technology and education, enabling traders to build and execute their investing strategies and processing more trades per day than any other financial services firm.

This entry level Retail Trading Trainee supports TD Ameritrade’s highest revenue generating, most sophisticated retail active trader clients. Retail Trading Professionals  handle phone calls (inbound and outbound) and chats in a fast paced, market sensitive environment. Duties include order entry, trading platform tutorials, relationship building and management, risk analysis, and management and mentorship of clients through education on strategies and products.

Workplace Flexibility Program: We're proud to support our employees in a working approach that allows you to bring your best self to work – whether that’s in the office or remote.

• Most Schwabbies have the opportunity to voluntarily work in the office or at home based on their preference*
• When the firm is ready to fully return to the office, employees will have the flexibility of a hybrid work environment, spending some time working remote and some time in the office.
• Employees and managers can discuss and decide what works best for them, with additional flexibility available based on their role, business needs, and individual circumstances.

*Subject to change as Schwab is continually evaluating the current environment in order to best care for the safety and well-being of our employees.

What you are good at

• Provide direct, real-time trader support to our retail active trader client segment
• Master and teach the firm’s most complex trading platforms (including, but not limited to: thinkorswim, and Mobile Trader) to help clients harness and maximize TDA technology
• Analyze and interpret client positions and market conditions to proactively present advantages and disadvantages of various strategies to find the best solutions for our clients
• Utilize trading experience  to coach clients on best market practices including, but not limited to efficient order execution
• Mentor clients and convey margin rules and calculations on derivative (options) positions and risk management
• Leverage industry knowledge and platform expertise to deliver well-positioned leads to branches and other business partners

What you have

• Bachelor’s degree, or equivalent experience
• Understanding of stocks preferred and a strong interest in the securities industry and capital markets
• Must have necessary sense of urgency and strong judgment and prioritization skills
• Must possess excellent  oral and written communication skills
• Ability to present complex information in a simplified manner to clients and associates
• Series 7, 63 (or equivalent) with registration in all 50 states, or the capability to acquire them within the prescribed training plan upon hire
• Military education, or experience may be considered in lieu of civilian requirements listed