Financial Consultant Financial Consultant …

TD Ameritrade
in San Diego, CA, United States
Permanent, Full time
Be the first to apply
Competitive
TD Ameritrade
in San Diego, CA, United States
Permanent, Full time
Be the first to apply
Competitive
Financial Consultant
Senior Financial Consultant - Rancho Bernardo, CA California, San Diego/en-US/TDAmeritrade_careers/job/California-San-Diego/Senior-Financial-Consultant---Rancho-Bernardo--CA_R-1391/apply

Role:

Better Begins Here

Do you enjoy building and maintaining authentic, long lasting client relationships? Are you competitive and do you thrive in an environment where you are fairly compensated for your achievements? We are looking for a seasoned financial professional who is passionate about working in a collaborative and client centric branch environment. You will receive a book of existing high net worth TD Ameritrade clients to share our suite of non-proprietary products and services.  You will have the opportunity to expand and deepen these relationships through face-to-face meetings.  Each diverse client has a distinct set of needs. Therefore, we offer more than just self-directed investment services!  Our employees continuously advise and educate our clients on a wide range of services including, Goal Planning, recommendations of TD Ameritrade Investment Management Services, and complete wealth management portfolios. 

Responsibilities:

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 practice leveraging full spectrum of guidance solutions, goal based planning tool, and discussing key wealth management issues  for practice clients above $250K.  Collaborate with multiple business partners to create an unsurpassed client experience and meet the clients 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.  Adhere to all compliance/risk procedures, follow corporate and industry protocols, and protect the interest of the client and TDA at all times.

Requirements:

  • Deep commitment to client satisfaction and TDA Core Values
  • Minimum of 3 years within financial services industry with investment based sales and relationship management experience
  • 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 license required
  • FINRA Series 66 (63/65) license (may be obtained - condition of employment)
  • CFP preferred
  • Bachelors degree or equivalent combination of education and experience required
  • 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

Help us achieve our mission to empower investors by leveling the playing field. Stand on the side of the client, break down barriers, and inspire and educate your clients by delivering simple, personal, and straight-forward solutions.
Apply now!

Posted 2 Days AgoFull timeR-1391 Were in the business of transforming lives and investing for the better. This is not a catchphrase, its our essence. Its a rally cry for everything we do, everything we say, everything we embody. This is the promise we make each day to positively impact our clients, our Associates, our communities, and our shareholders. Because change doesnt happen overnight. It happens in the daily high standards we set for ourselves and our role in the world. This purpose gives us a clear sense of responsibility. As a leadership brand, we utilize our assets, our scale and our people for a greater good.
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