SeattleRecruiter Since 2001
the smart solution for Seattle jobs

Senior Financial Consultant - Seattle, WA

Company: TD Ameritrade
Location: Seattle
Posted on: January 13, 2021

Job Description:

Better Begins HereDo 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 YouA Day in the Life of a Senior Financial ConsultantStart 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 AdvisorHelp 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!

Keywords: TD Ameritrade, Seattle , Senior Financial Consultant - Seattle, WA, Other , Seattle, Washington

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category
within


Other Other Jobs


Talent Acquisition IC3
Description: Interpret client's business and requirements and set expectations with the client and stakeholders. Ensure communication on changing business needs and trends by developing working relationships with (more...)
Company: MICROSOFT CORP
Location: Redmond
Posted on: 01/24/2021

Operating Foreman
Description: At ERRG, we believe that each of our projects are significant and the most critical ingredient for success is our people. Our people provide the talent, experience, and passion that lies at the heart (more...)
Company: Engineering/Remediation Resources Group Inc.
Location: Redmond
Posted on: 01/24/2021

Senior Solutions Architect - Azure
Description: A Career at HARMAN As a technology leader that is rapidly on the move, HARMAN is filled with people who are focused on making life better. Innovation, inclusivity and teamwork are a part of our DNA. When (more...)
Company: HARMAN International Industries, Inc
Location: Redmond
Posted on: 01/24/2021


Specialist, Strategic Communications
Description: DESCRIPTION/RESPONSIBILITIES:SUMMARYShapes and drives key communications activities and ensures organizational messages are creatively refined and successfully communicated to stakeholders. Partners with (more...)
Company: Nintendo of America Inc.
Location: Redmond
Posted on: 01/24/2021

Applied Scientist, Robotics & Autonomous Systems - Amazon Scout
Description: Are you inspired by building new technologies to benefit customers Do you dream of being at the forefront of robotics and autonomous system technology Would you enjoy working in a fast paced, highly (more...)
Company: Amazon.com Services LLC
Location: Redmond
Posted on: 01/24/2021

Redmond Statistics Tutor Jobs
Description: Redmond Statistics Tutor Jobs Varsity Tutors has students in Redmond looking for Statistics tutoring. Varsity Tutors is a live learning platform that connects tutors with students to provide personalized (more...)
Company: Varsity Tutors
Location: Redmond
Posted on: 01/24/2021

Redmond College Chemistry Tutor Jobs
Description: Redmond College Chemistry Tutor Jobs Varsity Tutors has students in Redmond looking for College Chemistry tutoring. Varsity Tutors is a live learning platform that connects tutors
Company: Varsity Tutors
Location: Redmond
Posted on: 01/24/2021

Redmond GMAT Tutor Jobs
Description: Redmond GMAT Tutor Jobs Varsity Tutors is always looking for bright individuals in Redmond who are passionate about
Company: Varsity Tutors
Location: Redmond
Posted on: 01/24/2021

Customer Solutions Architect
Description: Save save Customer Solutions Architect to job cart ul li Job number 965773 li Date posted Jan 19, 2021 li Travel 0-25 li Employment type Full-Time The opportunity around edge devices is huge (more...)
Company: Microsoft Corporation
Location: Redmond
Posted on: 01/24/2021

Redmond Series 7 Tutor Jobs
Description: Series 7 Tutor Jobs Redmond Varsity Tutors has students in Redmond looking for Series 7 exam tutoring. Varsity Tutors is a live learning platform that connects tutors with students
Company: Varsity Tutors
Location: Redmond
Posted on: 01/24/2021

Log In or Create An Account

Get the latest Washington jobs by following @recnetWA on Twitter!

Seattle RSS job feeds