Licensed Trade Desk Representative
Listed on 2026-06-24
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Customer Service/HelpDesk
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Finance & Banking
Description
Trade Desk, Mutual Fund Trader, incoming call center, 100% service, work with field office/financial advisors and client facing. Taking calls from customers about trading, moving money, etc. Average 30 calls per day.
SkillsSeries 7, Series 63, Series 66, customer service, trade desk, call center.
Top Skills Details- Series 7
- Series 63
- Series 66
- Customer service
- Trade desk
Skills & Qualifications
Need Active Licenses FINRA Series 7 & 63 or 66. Needs customer service experience, call center, financial services experience preferred. Financial services background. 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 LevelExpert Level
Job Type & LocationPermanent position based out of Fort Worth, TX. Hybrid position in Fort Worth, TX.
Pay and BenefitsThe pay range for this position is $58,000.00 - $66,000.00 per year.
- 15% ESOP
- 5-7% bonus
- Option to contribute to a 401k account
- 16 Days of Paid Time Off, 10 holidays
- 2 floating PTO days every year
- Full health, vision & dental coverage
This position is anticipated to close on Jun 26, 2026.
Equal Employment Opportunity StatementThe company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.
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