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A diverse network built on a shared culture

What separates our branch network from the others? That’s easy—our culture. Here you’ll be able to leverage your financial services background, experience, education, and certification to help clients plan for future financial success through goal planning, education, TD Ameritrade Investment Management Services, and wealth management portfolios.

When you join our branch network, you’re joining a team of financial consulting pros who are committed to helping each other succeed, as well as their clients. You’ll be part of a place where collaboration, coaching, and best practice sharing is the norm. And where a healthy work life balance is encouraged, and high performance is rewarded.

How the branches live our values

Hear from one of our Branch Managers about delivering an exceptional client experience.

Branch Managers video

Creating career opportunities within our branches

As one of our employees you’ll get the tools you need to direct your career, your way. Through our innovative training and professional development programs, you’ll get mentoring opportunities, a library of educational resources, and the latest in technology—all designed to help empower team members at every level to evolve, advance, and achieve. You’ll also have access to tools and guidance to help clearly outline your professional goals and routinely assess their progress. It’s all about making sure you’re consistently moving toward a growing career that aligns with your personal aspirations.

Career opportunities in the Branch Network

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Client Service Specialist

  • 1-2 years customer service experience
  • Series 7, 63/65 or 66 beneficial but not required
  • 4 year college degree preferred

Financial Consultant

  • 1-2 yeras investment based consulting experience
  • Series 7 required, Series 66 (or requivalent) preferred (must pass within 60 days)
  • 4 year college degree preferred

Senior Financial Consultant

  • 3-5 years investment based consulting experience
  • Series 7 and 66 (or equivalent) required
  • 4 year college degree preferred

Private Client Investment Consultant

  • 5-8 years advisory, client management and financial planning experience for high net worth clients
  • Series 7 and 66(or equivalent) required
  • CFP preferred

Branch Manager

  • 5+ years industry experience
  • 3-5 years financial consulting experience
  • Series 7, 66 and 24 required
  • 4 year college degree required

Senior manager Divisonal Sales

  • 5+ years industry experience
  • 10+ years' experience leading investment based consulting teams
  • 40% travel
  • Series 7, 66 and 24 required
  • 4 year college degree required

Regional Branch Director

  • 10+ years industry experience
  • 5+ years of successful sales management experience and proven track record in growing the business
  • Series 7, 66 and 24 required
  • 4 year college degree required
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