Series 7 & 63 - Trade Desk Representative
TEKsystems • Fort Worth, TX • Posted June 20, 2026
About the Role
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 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
Expert Level
Job Type & Location
This is a Permanent position based out of Fort Worth, TX.
Pay and Benefits
The pay range for thi...
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 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
Expert Level
Job Type & Location
This is a Permanent position based out of Fort Worth, TX.
Pay and Benefits
The pay range for thi...