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Senior Financial Consultant - Scottsdale, AZ

Company: TD Ameritrade
Location: Scottsdale
Posted on: February 22, 2021

Job Description:

Integrity is in our DNA. Be driven by your values. 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 - Scottsdale, AZ 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! Get Job Alerts and Introduce Yourself Receive the latest career opportunities About TD Ameritrade 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. TD Ameritrade is an Equal Opportunity Employer. At TD Ameritrade we believe that People Matter. We value diversity and believe that it transcends race, national origin, age, marital status, gender identity / expression, sexual orientation, citizenship status, service in the armed forces, disability, thoughts, ideas and perspectives. Our commitment to building an inclusive culture is aimed at attracting and retaining diverse talent, clients and shareholders to the firm. It's a belief that's core to the success of our organization. If you need assistance or require a reasonable accommodation with the recruitment process, please email We will be happy to assist you. The request for an accommodation will not affect our hiring decisions. All other applications should be submitted online through our career site. Our Privacy Policy

Keywords: TD Ameritrade, Scottsdale , Senior Financial Consultant - Scottsdale, AZ, Accounting, Auditing , Scottsdale, Arizona

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