Senior Financial Consultant Portland ORTD Ameritrade IP Company, Inc - Portland, OR
The primary role of the Senior Financial Consultant at TD Ameritrade will be to assess, assist, and advise existing and prospective clients in the selection of products and services best suited to meet their financial goals.Senior Financial Consultants are expected to have a strong results oriented work ethic, as they develop and maintain relationships with existing clients and build relationships with new clients.The goal is to demonstrate to clients and prospects the value of the TDA platform, resulting in asset accumulation and retention.
Meet and\/or exceed the TDA Senior Financial Consultant Sales Performance Minimums on both a quarterly and annual basis across all facets of the TDA product and service platform\tMaintain and grow a book size of clients that have $250k in assets and $100k assets in guidance\tIdentify, execute and follow-up on all opportunities to establish customer relationships including prospecting, lead utilization, and local market \/ community involvement\tBuild and maintain strong client network and pipeline through referrals and solicitation of active and prospective client base.\tResponsible for driving branch customer appointments and phone sale opportunities.\tPositions appropriate products -- through balanced presentations -- to each clients current needs and long term financial strategy, including sell advice and portfolio planning for each High Asset Client (HAC)\tProvide and demonstrate solid portfolio planning skills and comprehensive industry and investment knowledge\tAdheres to all compliance\/risk procedures, follows corporate and industry protocols, and acts in a manner which protects the interests of the customer and TDA at all times 3-5 years of investment based sales and relationship management experience\tEstablished track record of results and success in providing advice and consultation as well as sustaining and expanding client relationships\tProven success in positioning appropriate solutions and strategies for clients.\tAbility to communicate investment strategies in a clear and concise manner to retail clients and business partners that enables clients to make informed investment decisions\tExperience presenting solutions to clients and prospects through face-to-face\/phone meetings\tUnderstanding of current regulatory requirements in the financial industry\tProactive team player able to work in a fast-paced environment\tStrong analytical, organizational and presentation skills\tExceptional interpersonal and communicative skills with both individuals and groups\tStrong computer skills, with proficiency in Excel, Word, Outlook, etc.\tSeries 7 required\/Series 66 (or 63\/65) (must pass Series 66 within 90 days of hire)\t4 year college degree is preferred\tMilitary education or experience may be considered in lieu of civilian requirement
21 days 5 hours ago
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When the Securities and Exchange Commission eliminated the practice of fixed brokerage commissions on May 1, 1975, none of the major brokerage firms at the time thought anyone would ‘break ranks’ and offer discounted commissions. But, a handful of small firms, including First Omaha Securities, Inc., saw a unique opportunity. First Omaha Securities evolved into TD Ameritrade, and for over 35 years has remained a pioneer in an industry that continues to innovate new ways that make Wall Street more accessible to the individual investor. In the 1980s and 1990s, TD Ameritrade pioneered a number of ‘firsts,’ leveraging technology to make investing easier, faster, and more efficient. In 1988, the company was the first to offer touch-tone phone trading. And, in 1995 it acquired K. Aufhauser & Co., which was credited with executing the first online trade in 1994. Following its Initial Public Offering (IPO) in March 1997, the company combined its various brokerage units into one broker dealer, Ameritrade, Inc., and launched its first national advertising campaign, complete with a pricing philosophy that continues today.
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