Are you a proven leader who is passionate about motivating and developing other financial professionals while competitively achieving individual sales/goals? We are looking for a licensed leader with who enjoys working in a collaborative and client centric culture. Build your team as you build relationships with existing TD Ameritrade clients. You will advise diverse clients on a wide range of services and non-proprietary products including: Goal Planning, recommendations of TD Ameritrade Investment Management Services, and complete wealth management portfolios. At TD Ameritrade, we offer more than just self-directed investment services. For us, it’s about building long-term relationships that change lives.
Better Begins with You:
A Day in the Life of a Producing Branch Manager
Start your day with an energizing and encouraging huddle with your team, capturing goals, best practices and areas of focus for the day. Leverage our current client book of business and build your own client network through prospecting, lead utilization, internal referrals, pipelining initiatives, and local market/community involvement. Partner with clients to review their financial circumstances and learn about their current needs and long-term goals. Drive client appointments, phone sales opportunities, and achieve designated Customer Satisfaction Index (CSI) goals. Facilitate 1-on-1 coaching sessions to reinforce standard sales process and train & develop your branch team. Collaborate and leverage the support of key business partners while managing compliance, supervisory, and staffing needs of your branch.
Demonstrated leadership, management and motivational skills
Deep commitment to client satisfaction and TDA Core Values
3+ years licensed brokerage experience
Sales management experience preferred
Strong communication and relationship building skills with clients, prospects, business partners and direct reports
Experience presenting complex investment strategies to retail clients and business partners through face-to-face and phone meetings
FINRA Series 7 license required
FINRA Series 66 (63/65) license (may be obtained - condition of employment)
FINRA Series 24 (9/10) license (may be obtained - condition of employment)
Bachelor’s degree or equivalent combination of education and experience required
Military education or experience may be considered in lieu of civilian requirements listed
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 , Financial Service Manager, Senior Financial Manager, Wealth Manager, Sales Manager, Market Manager, Family Wealth Manager, Private Wealth Manager, Branch Manager
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.
Internal Number: 2018-17519
About TD Ameritrade
A leader in brokerage and investment services for over 35 years, TD Ameritrade offers a full spectrum of powerful solutions and innovative tools for trading and investing. We're constantly expanding our knowledge and bolstering our capabilities, from a leading active trader program to intuitive long-term investment solutions and a national branch system. Combined with some of the industry's brightest minds, there's no limit to how big our accomplishments can be.From first-time investors to sophisticated traders, TD Ameritrade is focused on helping individuals seek out their financial goals. And you're the ambassador to all that we do. Beginning with our trading platform and proprietary technology to our resolve to outperform, you'll maintain the high level of quality and integrity we're known for, each and every day. With the right opportunity, there's no limit to what you can accomplish.As a leading employer in financial services, we believe in building strong relationships, achieving quality results and working with integrity. It's at the heart of everything we do. That's why we provide you with comprehensive training, benefits and programs that inspire you to achieve more every ...day. Apply to a TD Ameritrade job today and help our clients pursue their dreams, while you fulfill yours.