Job Description

What you are good at

Better Begins with You

A Day in the Life of a Senior Financial Consultant

Start your day with an energizing and encouraging huddle with your team, capturing goals, best practices and areas of focus for the day. Organically grow your practice leveraging full spectrum of guidance solutions, goal-based planning tools, and discussing key wealth management issues for your assigned book of clients (above $1 million in assets or $250k in a managed solution). Deepen relationships with those clients $250k and above to strengthen this relationship with TD Ameritrade. Collaborate with multiple business partners to create an unsurpassed client experience and meet the client’s broad range of investment needs.  Assess clients’ financial circumstances and investment objectives.  Advise clients on advantages and disadvantages of various investment products. Manage diverse client portfolios and stay current with financial industry and market trends.  Place high priority on client satisfaction and cultivate long term client relationships.  Provide a superior client experience to achieve client advocacy and retention.  Adhere to all compliance/risk procedures, follow corporate and industry protocols, and protect the interest of the client and TDA at all times.

What you have

Education Level required: 4 Year College Degree or Equivalent Experience

Years of experience: 3-5 years of financial services industry experience with investment-based sales and relationship management expertise
Deep commitment to client satisfaction and TDA Core Values
Ability to communicate investment strategies in a clear and concise manner to retail clients and business partners that enables clients to make informed investment decisions
Experience positioning and presenting investment strategies to retail clients and business partners through face-to-face and phone meetings
Proven ability to develop strong relationships with clients, prospects and business partners
Proactive team player able to work in a fast-paced environment
Strong analytical, organizational, presentation, and computer skills
FINRA Series 7 and Series 66 (or 63/65) REQUIRED
CRPC and CFP PREFERRED
Military education or experience may be considered in lieu of civilian requirement
Candidates who qualify for this role might have title and job responsibilities similar to: Financial Advisor, Wealth Management Advisor, Wealth Management, Financial Planner, Financial Planning, Investment Advisor