Senior Financial Consultant - Seattle, WA
Company: TD Ameritrade
Location: Seattle
Posted on: January 13, 2021
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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
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