Financial Consultant Development Academy- Chicago, IL
Role
We are seeking highly motivated individuals interested in a career in financial services to make a difference for our clients and help them achieve their financial goals. Career changers and/or college graduates are ideal for this developmental opportunity. As a Business Development Specialist in our Financial Consultant Development Academy, you will have a unique opportunity to be trained by experienced professionals and prepare for a Financial Consultant position in one of our branches.
Through the TD Ameritrade Financial Consultant Development Academy, you will:
- Earn credentials for the brokerage registration exams
- Learn how to provide world-class service to clients over the phone while building market expertise in preparation for building individual client relationships
- Develop consultative sales skills through a needs-based process to provide helpful and relevant solutions to clients
- Develop your skills with help from a hands-on manager who will assist with navigation through the Academy and your transition to a role in a TD Ameritrade branch
Successful Academy participants will be offered a Financial Consultant position in one of our branches located across the country (relocation to a branch location may be required and if so relocation assistance will be provided)
Training period in the academy before moving to next role is expected to last at least 9 months to begin in June, 2020
Responsibilities
- Develop strong relationships with clients, prospects and business partners
- Assess, assist, and advise existing and prospective clients in the selection of products and services best suited to meet their financial goals in order to generate new sales opportunities
- Adhere to all compliance/risk procedures, follows corporate and industry protocols, and acts in a manner which protects the interests of the customer and TD Ameritrade at all times
- Ability to communicate investment strategies, through face-to-face meetings and/or phone presentations, in a clear and concise manner to retail clients that enables clients to make informed investment decisions
- Identify, execute and follow-up on all opportunities to establish new customer relationships including prospecting, leads, referral generation and local market / community involvement
- Position appropriate products -- through balanced presentations -- to each client’s current needs and long term financial strategy
- Demonstrate the value of the TD Ameritrade platform, resulting in asset accumulation and retention
Requirements
- Excellent interpersonal and organizational skills
- Ability to work in a fast-paced environment with specific sales targets and goals
- Ability to work in a highly autonomous environment while meeting all sales/service demands
- Possess advanced analytical skills with the ability to prioritize complex tasks
- Displays the confidence, skill and professionalism demanded to resolve critical issues in a manner that strengthens the client relationship and mitigates risk for the firm
- Must have a sense of urgency, ability to multi-task, excellent organizational skills, and strong prioritization skills
- Must possess excellent oral and written communication skills, strong attention to detail
- Sales and/or financial services experience preferred (Internships will be considered as experience)
- Must be able to successfully pass the SIE exam, series 7 & 66 exams within 90 days of hire
- College degree preferred
- Military education or experience may be considered in lieu of civilian requirements