Licensed Trade Desk Representative

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

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 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 Level

Expert Level

Job Type & Location

This is a Permanent position based out of Fort Worth, TX.

Pay and Benefits

The pay range for this position is $58000.00 - $66000.00/yr.

15% ESOP, 5-7% bonus o Option to contribute to a 401k account o 16 Days of Paid Time Off, 10 holidays o 2 floating PTO days every year o Full health, vision & dental coverage

Workplace Type

This is a hybrid position in Fort Worth,TX.

Final date to receive applications

This position is anticipated to close on Jun 26, 2026.

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.

About TEKsystems and TEKsystems Global Services  

We're a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. We're a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed.

We're strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. We're building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at

The 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.

San Francisco Fair Chance Ordinance:
Pursuant to the San Francisco Fair Chance Ordinance, for all positions located in the city and county of San Francisco, we will consider for employment qualified applicants with arrest and conviction records.

Massachusetts Lie Detector:
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Use of Artificial Intelligence (AI):
We may use Artificial Intelligence (AI) to support parts of our hiring process, including sourcing, screening, and evaluating candidates. AI helps assess applications and qualifications, but final decisions are made by our hiring team. By applying, you acknowledge and agree that your application may be reviewed using AI tools.