New

Trade Desk - Series 7, 63, & 66

TEKsystems
$63,000.00 - $65,000.00 / yr
paid time off, long term disability, tuition reimbursement, 401(k)
United States, Texas, Fort Worth
Jul 29, 2025
Description MUST HAVE SERIES 7, 63 &/OR 66 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 Trade Desk, customer service, Brokerage Experience, Series 7, Series 63, series 66, call center Top Skills Details Trade Desk,customer service,Brokerage Experience,Series 7,Series 63,series 66 Additional Skills & Qualifications Need Series 7 & 63 or 66 Needs customer service experience, call center, financial services experience preferred Financial services experience 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 Intermediate Level Pay and Benefits The pay range for this position is $63000.00 - $65000.00/yr. Employee Stock Ownership Plan (ESOP) 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 o 2 Days of Volunteer Paid Time Off o Tuition Reimbursement program o Hybrid work environment o Bank Mortgage Discount Program o Free Financial Planning o Free onsite- fitness center with exercises classes and personal training options o Free basic life, short and long term disability, and an employee assistance program o Pet Insurance o Paid parental and military leave o contributes to your Health Savings Account for the high deductible medical plan o Charitable services & volunteer opportunities o Concierge services with daily lunch specials, vendor sales, discount tickets to community events and attractions o Robust Leadership Development program dedicated to leader development at every level of the organization o In-house training courses ranging from leadership developer to health and wellness seminars o Mentorship program o Virtual learning opportunities o Employee recognition programs and quarterly all employee luncheons o Yearly family & social events o Dress For Your Day dress code o Updated workspace o Regular Employee Engagement surveys o Dedication to Diversity & Inclusion and Employee Resource Group o And more!! Workplace Type This is a hybrid position in Fort Worth,TX. Application Deadline This position is anticipated to close on Aug 11, 2025. h4>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 TEKsystems.com. 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.