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Financial Consultant - Washington D.C. - (Washington, DC)

Role: A Financial Consultant at TD Ameritrade will assess, assist, and advise existing and prospective clients in the selection of products and services best suited to meet their financial goals. Financial Consultants are expected to have a strong results oriented work ethic, as they develop 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 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 below $250k+ in assets Identify, execute and follow-up on all opportunities to establish customer relationships including prospecting, lead utilization, and local market / community involvement.


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Posted in Washington, DC, Business & Management
From Professional Diversity Network - 1 month ago