Role:

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 with 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 management portfolios. At TD Ameritrade, we offer more than just self-directed investment services. For us, it’s about building long-term relationships that change lives.

Responsibilities:

Better Begins with You:

A Day in the Life of a Producing Branch Manager    

Start your day with an energizing and encouraging huddle with your team, capturing goals, best practices and areas of focus for the day. Leverage our current client book of business and build your own client network through prospecting, lead utilization, internal referrals, pipelining initiatives, and local market/community involvement. Partner with clients to review their financial circumstances and learn about their current needs and long-term goals. Drive client appointments, phone sales opportunities, and achieve designated Customer Satisfaction Index (CSI) goals. Facilitate 1-on-1 coaching sessions to reinforce standard sales process and train & develop your branch team. Collaborate and leverage the support of key business partners while managing compliance, supervisory, and staffing needs of your branch.