Senior Financial Consultant - Bethesda, MD - (Bethesda, MD)

Role: The most important responsibility 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. Responsibilities: 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 Maintain and grow a book size of clients that have $250k+ in assets and $100k+ assets in guidance