Status: Full-time position
Location: Albuquerque, NM
Job Summary: Scottrade, Inc. has an Branch Stock Broker Trainee position available in Albuquerque, NM.The main purpose of this position is to work towards a promotion to Branch Stockbroker. The Trainee operates as a team member to support clients and brokers. All duties and responsibilities are performed while providing excellent customer service to prospects and customers on the phone and in person. The goal is to satisfy client needs, promote our value proposition and to ensure a memorable and satisfactory experience with Scottrade, Inc.
Qualifications: Previous experience in the brokerage industry helpful.
Excellent verbal and written commiunication skills.
Excellent organizational skills.
Excellent computer skills including a proficient understanding of the Internet.
Excellent research/problem solving skills.
Proficiency with Microsoft Word, Excel, and Outlook.
Foster company success through a professional appearance, being courteous to customers and all Scottrade associates and by having a positive attitude.
Bachelor's degree in Finance, Business, or related field, or equivalent combination of education and experience required.
Must obtain Series 7 License within 90 days of hire and Series 63 License in the consecutive following 30 days.
1-2 years customer service experience required.
1-2 years general office experience preferred.
Duties: Learn registered representative functions and responsibilities which include margin, options, account types, trading rules and terminology (40%)
Greet clients and answer phones (20%)
Navigate through internal systems proficiently to obtain client information (15%)
Provide stock quotes to clients (10%)
Verify client instructions have been completed (10%)
Process mail and distribute paperwork effectively (5%)
Perform other duties as assigned.
To apply online, visit