Skip to main content

At TD Ameritrade, the health and safety of our employees and candidates is our highest priority, and we have recently transitioned the majority of our employees to working from home. While we are still actively recruiting, due to the current situation related to the Coronavirus (COVID-19), we have made some critical changes to our recruiting process that eliminates the need for any face to face contact. As your application progresses, you can expect interviews to be conducted either on the phone or via video conference. Our Talent Acquisition Partners will guide you throughout the interview process and will be on hand to answer any questions you might have.

Senior Financial Consultant - New Orleans, LA

Apply now

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 client’s 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
  • 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!

Apply now

Quick Facts

  • Metairie Terrace, Louisiana;
  • ID# R-4412
  • Full time
  • Senior Level Professional
  • Permanent Employee

Get Job Alerts and Introduce YourselfReceive the latest career opportunities

Sign up for job alerts

Enter your email address, select a job category, start to type a desired location, and a list of open jobs will pop up. Choose the one you want from the list of suggestions, click “Add”, and then “Sign up” to create your job alert.

Interested In

  • Sales and Relationship Mgmt, Metairie Terrace, Louisiana, United StatesRemove
  • Finance and Accounting, Metairie Terrace, Louisiana, United StatesRemove
  • Financial Consultant, Metairie Terrace, Louisiana, United StatesRemove
  • Financial Advisor, Metairie Terrace, Louisiana, United StatesRemove
  • Branch Network, Metairie Terrace, Louisiana, United StatesRemove


Introduce Yourself

Don’t see anything of interest? Then Introduce Yourself! Upload your resume into onto our database so our recruiters can match your core competencies and experience to future open roles.

Introduce yourself today

About TD Ameritrade

As a leader in brokerage and investment services for nearly 45 years, TD Ameritrade offers a full spectrum of powerful solutions and innovative tools for trading and investing. We're constantly expanding our knowledge and boosting our capabilities, from a leading active trader program to intuitive long-term investment solutions, and a national branch system. Combine that with some of the industry's brightest minds, and there's no limit to how big our accomplishments can be.

From first-time investors to sophisticated traders, our technology 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 that aims 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.

Coming together to better serve our clients

TD Ameritrade and Charles Schwab are now part of one company with a shared vision. Harnessing our combined strength, we are building a firm with an entrepreneurial spirit and the resources of a large financial services institution committed to serving investors of all sizes.

Together, we will have:

  • Greater scale, which enables us to serve a broad range of clients at lower costs
  • World-class services and solutions backed by our commitment to provide secure and stable systems
  • The industry’s most talented team, all united by an unwavering commitment to clients and a shared heritage of innovation

We expect the integration to take between 18-36 months. Until then, TD Ameritrade and Schwab will continue to operate as two separate broker-dealers and custodians.

Both TD Ameritrade and Schwab have been consistently recognized as best places to work.
The combined company will carry on this heritage, offering opportunities for you to build and grow a meaningful career.

+
Acquisition Notice