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Financial Consultant Development Academy – Chicago, IL

Quick Facts

Chicago, Illinois ID# 2018-21236 Regular Full-Time First Level Professional

Role:


We are seeking highly motivated individuals interested in a career in financial services to make a difference for our clients and help them achieve their financial goals.  Career changers and/or college graduates are ideal for this developmental opportunity. As a Business Development Specialist in our Financial Consultant Development Academy, you will have a unique opportunity to be trained by experienced professionals and prepare for a Financial Consultant  position in one of our branches.
Through the TD Ameritrade Financial Consultant Development Academy, you will:

  • Earn credentials for the brokerage registration exams
  • Learn how to provide world-class service to clients over the phone while building market expertise in preparation for building individual client relationships
  • Develop consultative sales skills through a needs-based process to provide helpful and relevant solutions to clients
  • Develop your skills with help from a hands-on manager who will assist with navigation through the Academy and your transition to a role in a TD Ameritrade branch

Successful Academy participants will be offered a Financial Consultant  position in one of our branches located across the country (relocation to a branch location may be required and if so relocation assistance will be provided)
Training period in the academy before moving to next role is expected to last at least 9 months to begin in June 2019

Responsibilities:

  • Develop strong relationships with clients, prospects and business partners
  • Assess, assist, and advise existing and prospective clients in the selection of products and services best suited to meet their financial goals in order to generate new sales opportunities
  • Adhere to all compliance/risk procedures, follows corporate and industry protocols, and acts in a manner which protects the interests of the customer and TD Ameritrade at all times
  • Ability to communicate investment strategies, through face-to-face meetings and/or phone presentations, in a clear and concise manner to retail clients that enables clients to make informed investment decisions
  • Identify, execute and follow-up on all opportunities to establish new customer relationships including prospecting, leads, referral generation and local market / community involvement
  • Position appropriate products -- through balanced presentations -- to each client’s current needs and long term financial strategy
  • Demonstrate the value of the TD Ameritrade platform, resulting in asset accumulation and retention

Requirements:

  • Excellent interpersonal and organizational skills
  • Ability to work in a fast-paced environment with specific sales targets and goals
  • Ability to work in a highly autonomous environment while meeting all sales/service demands
  • Possess advanced analytical skills with the ability to prioritize complex tasks
  • Displays the confidence, skill and professionalism demanded to resolve critical issues in a manner that strengthens the client relationship and mitigates risk for the firm
  • Must have a sense of urgency, ability to multi-task, excellent organizational skills, and strong prioritization skills
  • Must possess excellent oral and written communication skills, strong attention to detail
  • Sales and/or financial services experience preferred (Internships will be considered as experience)
  • Must be able to successfully attain foundational Securities Industry Essentials (SIE), Series 7 & 66 within 90 days of hire
  • College degree preferred
  • Military education or experience may be considered in lieu of civilian requirements

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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.

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