Industry: Accounting, Finance & Insurance•
Less than 5 years
Posted 82 days ago
Better Begins Here:
Are you a proven leader who is passionate about motivating and developing other financial professionals while competitively achieving individual sales/goals? We are looking for a licensed leader who enjoys working in a collaborative and client centric culture. Build your team as you build relationships with existing TD Ameritrade clients. You will advise diverse clients on a wide range of services and non-proprietary products including: Goal Planning, recommendations of TD Ameritrade Investment Management Services, and complete wealth managementportfolios. At TD Ameritrade, we offer more than just self-directed investment services. For us, it’s about building long-term relationships that change lives.
Better Begins with You:
A Day in the Life of a Branch Manager with a Practice
Start your day with an energizing and encouraging huddle with your team, capturing business development goals, best practices and areas of focus for the day. Primary focus to ensure a superior client experience through building individual relationships with existing TD Ameritrade clients in an effort to demonstrate to clients and prospects the value of the TDA platform, resulting in asset accumulation and retention. Participate in local marketing efforts to raise brand and branch awareness. Cultivate and grow the business through networking and relationship building within the community and beyond the existing client base. Develop centers of influence (COIs) with local government, businesses and influential leaders within the community. Partner with clients to review their financial circumstances and learn about their current needs and long-term goals. Lead, coach, and develop your team’s and build their capabilities for the future. Foster a team atmosphere which protects the client experience. Collaborate and leverage the support of key business partners while managing compliance, supervisory, and staffing needs of your branch.
Help 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.