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Senior Financial Consultant - Birmingham, MI

Quick Facts

Birmingham, Michigan ID# 2018-19152 Regular Full-Time Second Level Professional

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 as well as referrals from branch colleagues to share our suite of non-proprietary products and services. We will provide you with the opportunity 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. 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 sale opportunities, and achieve designated Customer Satisfaction Index (CSI) goals. Assess the needs of your high net worth clients through skilled probing and goal planning. Manage diverse client portfolios and stay current with financial industry and market trends. Collaborate and leverage your service partners to help meet client service demands allowing you to spend more time helping clients reach their financial goals. 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 or relationship management experience
  • Strong communication and relationship building skills with clients, prospects, and business partners
  • Experience in providing advice and consultation while sustaining and expanding client relationships
  • Experience positioning and presenting 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)
  • CFP preferred
  • Bachelor’s 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!

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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.

Applicants must be eligible to work in the U.S. Immigration sponsorship is typically not available for this position.

TD Ameritrade participates in the E-Verify program. For additional information on this program please click here. TD Ameritrade is an Equal Opportunity Employer. We value diversity and offer a quality workplace. TD Ameritrade, Inc. member FINRA/SIPC/NFA is a subsidiary of TD Ameritrade Holding Corporation (NASDAQ:AMTD). TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company and the Toronto-Dominion Bank.

© 2018 TD Ameritrade IP Company, Inc.

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All about growth.

By virtue of what we do, our world is filled with numbers. Here are just a few that we believe best describe TD Ameritrade at its finest.

  • 10,000 Full-time
    Employees

    Graphic 2 people
  • 350+Branches
    in 49 States

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  • 18,380 Hours Volunteered to
    Community Programs in 2017

    Graphic 2 people