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.

The RETAIL TRADING SPECIALIST supports TD Ameritrade's highest revenue generating, most sophisticated retail active trader clients. Specialists handle phone calls (inbound and outbound) and inbound chats in a fast-paced, market-sensitive environment. Duties include order entry, software tutorials, relationship building and management, risk analysis, and management and mentorship of clients through education on complex derivatives strategies and products.

Our office is located in the Groupon building at 600 W. Chicago Ave. We're a few minutes from the Chicago Avenue stops on the Red, Brown, and Purple lines. We offer a free shuttle service to Union Station and Ogilvie and catered lunch each day. With approximately 325 associates in this location, associates get to experience working for an industry leader, among highly engaged co-workers, within a close-knit office.

RESPONSIBILITIES:

• 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, futures, options on futures) positions and risk management
• Perform multiple tasks simultaneously to serve multiple trader clients and associates in order to create a superior client experience
• Leverage industry knowledge and platform expertise to deliver well-positioned leads to branches and other business partners

REQUIREMENTS:

• Bachelor's degree, or equivalent experience
• Understanding of equities, complex option strategy, and risk preferred and a strong interest in the securities industry and capital markets
• Must have a 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) and 3 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

At TD Ameritrade we help individual investors pursue their financial goals through our brokerage subsidiaries. For more than 40 years we have been serving individual investors – from the first-time investor to the sophisticated trader, and from the “do-it-yourself” to the “do-it-for-me” investor. We offer a broad range of investment tools and services – all at a great value.

We engage with our clients in many different ways including online, on-the-go via mobile applications, over the phone or through independent registered investment advisors. Our clients choose how they want to work with TD Ameritrade – not the other way around.