Posted: Monday, November 6, 2017 1:24 AM
Role: The primary role of the Senior Financial Consultant at TD Ameritrade will be to assess, assist, and advise existing and prospective clients in the selection of products and services best suited to meet their financial goals. Senior Financial Consultants are expected to have a strong results oriented work ethic, as they develop and maintain relationships with existing clients and build relationships with new clients. The goal is to demonstrate to clients and prospects the value of the TDA platform, resulting in asset accumulation and retention. Responsibilities: Meet and/or exceed the TDA Senior Financial Consultant Sales Performance Minimums on both a quarterly and annual basis across all facets of the TDA product and service platformMaintain and grow a book size of clients that have $250k+ in assets and $100k+ assets in guidanceIdentify, execute and follow-up on all opportunities to establish customer relationships including prospecting, lead utilization, and local market / community involvementBuild and maintain strong client network and pipeline through referrals and solicitation of active and prospective client base.Responsible for driving branch customer appointments and phone sale opportunities.Positions appropriate products -- through balanced presentations -- to each clients current needs and long term financial strategy, including sell advice and portfolio planning for each High Asset Client (HAC)Provide and demonstrate solid portfolio planning skills and comprehensive industry and investment knowledgeAdheres to all compliance/risk procedures, follows corporate and industry protocols, and acts in a manner which protects the interests of the customer and TDA at all times Requirements: 3-5 years of investment based sales and relationship management experienceEstablished track record of results and success in providing advice and consultation as well as sustaining and expanding client relationshipsProven success in positioning appropriate solutions and strategies for clients.Ability to communicate investment strategies in a clear and concise manner to retail clients and business partners that enables clients to make informed investment decisionsExperience presenting solutions to clients and prospects through face-to-face/phone meetingsUnderstanding of current regulatory requirements in the financial industryProactive team player able to work in a fast-paced environmentStrong analytical, organizational and presentation skillsExceptional interpersonal and communicative skills with both individuals and groupsStrong computer skills, with proficiency in Excel, Word, Outlook, etc.Series 7 required/Series 66 (or 63/65) (must pass Series 66 within 90 days of hire)4 year college degree is preferredMilitary education or experience may be considered in lieu of civilian requirement .
• Location: Boca Raton, Ft Lauderdale
• Post ID: 70875927 ftlauderdale