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Most recent job postings at TD Ameritrade
via Schwab Jobs
posted_at: 2 days agoschedule_type: Full-time
Your Opportunity
Do you enjoy building and maintaining authentic, long lasting client relationships? Are you driven and do you thrive in an environment where you are fairly compensated for your achievements? We are looking for a seasoned financial professional who is passionate about working in a collaborative and client centric branch environment. You will receive a book of existing high net... worth TD Ameritrade clients to share our suite of non-proprietary
Your Opportunity
Do you enjoy building and maintaining authentic, long lasting client relationships? Are you driven and do you thrive in an environment where you are fairly compensated for your achievements? We are looking for a seasoned financial professional who is passionate about working in a collaborative and client centric branch environment. You will receive a book of existing high net... worth TD Ameritrade clients to share our suite of non-proprietary products and services. You will have the opportunity to expand and deepen these relationships through face-to-face meetings. Each diverse client has a distinct set of needs. Therefore, we offer more than just self-directed investment services! Our employees continuously advise and educate our clients on a wide range of services including, Goal Planning, recommendations of TD Ameritrade Investment Management Services, and complete wealth management portfolios.
What you are good at
A Day in the Life of a Senior Financial Consultant
Start your day with an energizing and encouraging huddle with your team, capturing goals, best practices and areas of focus for the day. Organically grow your practice bring to bear full spectrum of guidance solutions, goal-based planning tools, and discussing key wealth management issues for your assigned book of clients (above $1 million in assets or $250k in a managed solution). Deepen relationships with those clients $250k and above to strengthen this relationship with TD Ameritrade. Collaborate with multiple business partners to build an outstanding client experience and meet the client’s broad range of investment needs. Assess clients’ financial circumstances and investment objectives. Advise clients on advantages and disadvantages of various investment products. Manage diverse client portfolios and stay current with financial industry and market trends. Place high priority on client satisfaction and cultivate long term client relationships. Provide an outstanding client experience to achieve client advocacy and retention. Adhere to all compliance/risk procedures, follow corporate and industry protocols, and protect the interest of the client and all entities.
What you have
• Ability to communicate investment strategies in a clear and concise manner to retail clients and business partners that enables clients to make informed investment decisions
• Experience positioning and presenting investment strategies to retail clients and business partners through face-to-face and phone meetings
• Proven track record to develop strong relationships with clients, prospects and business partners
• Proactive teammate able to work in a fast-paced environment Education Level required: 4 Year College Degree or Equivalent Experience
• Years of experience: 3-5 years of financial services industry experience with investment-based sales and relationship management expertise
• Deep dedication to client satisfaction
• Strong analytical, organizational, presentation, and digital literacy
• FINRA Series 7 and Series 66 (or 63/65) REQUIRED
• CRPC and CFP PREFERRED
• Military education or experience may be considered in lieu of civilian requirement
• Candidates who qualify for this role might have title and job responsibilities similar to: Financial Advisor, Wealth Management Advisor, Wealth Management, Financial Planner, Financial Planning, Investment Advisor
Help us achieve our mission to empower investors by leveling the playing field. Stand on the side of the client, break down barriers, and encourage and educate your clients by delivering simple, personal, and straight-forward solutions.
Why work for us?
Own Your Tomorrow embodies everything we do! We are committed to helping our employees ignite their potential and achieve their dreams. Our employees get to play a central role in reinventing a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth.
Benefits: A competitive and flexible package designed to empower you for today and tomorrow. We offer a competitive and flexible package designed to help you make the most of your life at work and at home—today and in the future. Explore further.
Schwab is committed to building a diverse and inclusive workplace where everyone feels valued. As an Equal Opportunity Employer, our policy is to provide equal employment opportunities to all employees and applicants without regard to any status that is protected by law. Please click here to see the policy.
Schwab is an affirmative action employer, focused on advancing women, racial and ethnic minorities, veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at applicantaccessibility@schwab.com or call 800-275-1281.
TD Ameritrade, a subsidiary of Charles Schwab, is an Equal Opportunity Employer. At TD Ameritrade we believe People Matter. We value diversity and believe that it goes beyond all protected classes, thoughts, ideas, and perspectives Show more details...
Do you enjoy building and maintaining authentic, long lasting client relationships? Are you driven and do you thrive in an environment where you are fairly compensated for your achievements? We are looking for a seasoned financial professional who is passionate about working in a collaborative and client centric branch environment. You will receive a book of existing high net... worth TD Ameritrade clients to share our suite of non-proprietary products and services. You will have the opportunity to expand and deepen these relationships through face-to-face meetings. Each diverse client has a distinct set of needs. Therefore, we offer more than just self-directed investment services! Our employees continuously advise and educate our clients on a wide range of services including, Goal Planning, recommendations of TD Ameritrade Investment Management Services, and complete wealth management portfolios.
What you are good at
A Day in the Life of a Senior Financial Consultant
Start your day with an energizing and encouraging huddle with your team, capturing goals, best practices and areas of focus for the day. Organically grow your practice bring to bear full spectrum of guidance solutions, goal-based planning tools, and discussing key wealth management issues for your assigned book of clients (above $1 million in assets or $250k in a managed solution). Deepen relationships with those clients $250k and above to strengthen this relationship with TD Ameritrade. Collaborate with multiple business partners to build an outstanding client experience and meet the client’s broad range of investment needs. Assess clients’ financial circumstances and investment objectives. Advise clients on advantages and disadvantages of various investment products. Manage diverse client portfolios and stay current with financial industry and market trends. Place high priority on client satisfaction and cultivate long term client relationships. Provide an outstanding client experience to achieve client advocacy and retention. Adhere to all compliance/risk procedures, follow corporate and industry protocols, and protect the interest of the client and all entities.
What you have
• Ability to communicate investment strategies in a clear and concise manner to retail clients and business partners that enables clients to make informed investment decisions
• Experience positioning and presenting investment strategies to retail clients and business partners through face-to-face and phone meetings
• Proven track record to develop strong relationships with clients, prospects and business partners
• Proactive teammate able to work in a fast-paced environment Education Level required: 4 Year College Degree or Equivalent Experience
• Years of experience: 3-5 years of financial services industry experience with investment-based sales and relationship management expertise
• Deep dedication to client satisfaction
• Strong analytical, organizational, presentation, and digital literacy
• FINRA Series 7 and Series 66 (or 63/65) REQUIRED
• CRPC and CFP PREFERRED
• Military education or experience may be considered in lieu of civilian requirement
• Candidates who qualify for this role might have title and job responsibilities similar to: Financial Advisor, Wealth Management Advisor, Wealth Management, Financial Planner, Financial Planning, Investment Advisor
Help us achieve our mission to empower investors by leveling the playing field. Stand on the side of the client, break down barriers, and encourage and educate your clients by delivering simple, personal, and straight-forward solutions.
Why work for us?
Own Your Tomorrow embodies everything we do! We are committed to helping our employees ignite their potential and achieve their dreams. Our employees get to play a central role in reinventing a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth.
Benefits: A competitive and flexible package designed to empower you for today and tomorrow. We offer a competitive and flexible package designed to help you make the most of your life at work and at home—today and in the future. Explore further.
Schwab is committed to building a diverse and inclusive workplace where everyone feels valued. As an Equal Opportunity Employer, our policy is to provide equal employment opportunities to all employees and applicants without regard to any status that is protected by law. Please click here to see the policy.
Schwab is an affirmative action employer, focused on advancing women, racial and ethnic minorities, veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at applicantaccessibility@schwab.com or call 800-275-1281.
TD Ameritrade, a subsidiary of Charles Schwab, is an Equal Opportunity Employer. At TD Ameritrade we believe People Matter. We value diversity and believe that it goes beyond all protected classes, thoughts, ideas, and perspectives Show more details...
via Schwab Jobs
schedule_type: Full-time
Your Opportunity
Do you enjoy helping clients find ways to reach their financial goals? Are you competitive and do you thrive in an environment where you are fairly compensated for your achievements? We are looking for a self-motivated financial professional that is passionate about connecting with clients, collaborating with others and achieving their personal and professional goals while... contributing to those of TD Ameritrade. We offer more
Your Opportunity
Do you enjoy helping clients find ways to reach their financial goals? Are you competitive and do you thrive in an environment where you are fairly compensated for your achievements? We are looking for a self-motivated financial professional that is passionate about connecting with clients, collaborating with others and achieving their personal and professional goals while... contributing to those of TD Ameritrade. We offer more than just self-directed investment services! Our employees continuously advise and educate our clients on a wide range of services including, Goal Planning, recommendations of TD Ameritrade Investment Management Services, and complete wealth management portfolios.
What you are good at
A Day in the Life of an Investment Consultant
Start your day with an energizing and encouraging huddle with your team, capturing goals, best practices and areas of focus for the day. The Investment Consultant is a highly motivated, licensed professional with experience and knowledge of financial products and strategies, with a proven track record of strong performance vs. individual and team sales targets. A primary focus of the role is to reactively support existing Mass Affluent ($250k-$1M) clients to address their financial needs and to help them navigate TD Ameritrade to achieve their financial goals. Execute contact management strategy with clients below $100k to maximize daily opportunities and to grow clients into book of business. This professional will possess a strong ability to balance multiple priorities focusing on assisting clients with assessing needs, proposing our full spectrum of guidance solutions, consolidating assets, and navigating clients to the next steps to ensure they are in a fully integrated relationship with all entities. In addition, this associate will also provide operational support to the branch on an as needed basis and defined by their manager. Adhere to all compliance/risk procedures, follow corporate and industry protocols, and protect the interest of the client and all entities.
What you have
• A valid and active Series 7 license is required (license may be obtained under a condition of employment through Branch Network Licensing Program)
• A valid and active Series 66 (63/65) license required (license(s) may be obtained under a condition of employment)
• 2 years of experience in the financial services industry preferred
• Business development experience highly preferred
• Knowledge of brokerage/banking products and services
• Strong client relationship building experience
Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process.
Why work for us?
Own Your Tomorrow embodies everything we do! We are committed to helping our employees ignite their potential and achieve their dreams. Our employees get to play a central role in reinventing a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth.
Benefits: A competitive and flexible package designed to empower you for today and tomorrow. We offer a competitive and flexible package designed to help you make the most of your life at work and at home—today and in the future. Explore further.
Schwab is committed to building a diverse and inclusive workplace where everyone feels valued. As an Equal Opportunity Employer, our policy is to provide equal employment opportunities to all employees and applicants without regard to any status that is protected by law. Please click here to see the policy.
Schwab is an affirmative action employer, focused on advancing women, racial and ethnic minorities, veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at applicantaccessibility@schwab.com or call 800-275-1281.
TD Ameritrade, a subsidiary of Charles Schwab, is an Equal Opportunity Employer. At TD Ameritrade we believe People Matter. We value diversity and believe that it goes beyond all protected classes, thoughts, ideas, and perspectives Show more details...
Do you enjoy helping clients find ways to reach their financial goals? Are you competitive and do you thrive in an environment where you are fairly compensated for your achievements? We are looking for a self-motivated financial professional that is passionate about connecting with clients, collaborating with others and achieving their personal and professional goals while... contributing to those of TD Ameritrade. We offer more than just self-directed investment services! Our employees continuously advise and educate our clients on a wide range of services including, Goal Planning, recommendations of TD Ameritrade Investment Management Services, and complete wealth management portfolios.
What you are good at
A Day in the Life of an Investment Consultant
Start your day with an energizing and encouraging huddle with your team, capturing goals, best practices and areas of focus for the day. The Investment Consultant is a highly motivated, licensed professional with experience and knowledge of financial products and strategies, with a proven track record of strong performance vs. individual and team sales targets. A primary focus of the role is to reactively support existing Mass Affluent ($250k-$1M) clients to address their financial needs and to help them navigate TD Ameritrade to achieve their financial goals. Execute contact management strategy with clients below $100k to maximize daily opportunities and to grow clients into book of business. This professional will possess a strong ability to balance multiple priorities focusing on assisting clients with assessing needs, proposing our full spectrum of guidance solutions, consolidating assets, and navigating clients to the next steps to ensure they are in a fully integrated relationship with all entities. In addition, this associate will also provide operational support to the branch on an as needed basis and defined by their manager. Adhere to all compliance/risk procedures, follow corporate and industry protocols, and protect the interest of the client and all entities.
What you have
• A valid and active Series 7 license is required (license may be obtained under a condition of employment through Branch Network Licensing Program)
• A valid and active Series 66 (63/65) license required (license(s) may be obtained under a condition of employment)
• 2 years of experience in the financial services industry preferred
• Business development experience highly preferred
• Knowledge of brokerage/banking products and services
• Strong client relationship building experience
Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process.
Why work for us?
Own Your Tomorrow embodies everything we do! We are committed to helping our employees ignite their potential and achieve their dreams. Our employees get to play a central role in reinventing a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth.
Benefits: A competitive and flexible package designed to empower you for today and tomorrow. We offer a competitive and flexible package designed to help you make the most of your life at work and at home—today and in the future. Explore further.
Schwab is committed to building a diverse and inclusive workplace where everyone feels valued. As an Equal Opportunity Employer, our policy is to provide equal employment opportunities to all employees and applicants without regard to any status that is protected by law. Please click here to see the policy.
Schwab is an affirmative action employer, focused on advancing women, racial and ethnic minorities, veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at applicantaccessibility@schwab.com or call 800-275-1281.
TD Ameritrade, a subsidiary of Charles Schwab, is an Equal Opportunity Employer. At TD Ameritrade we believe People Matter. We value diversity and believe that it goes beyond all protected classes, thoughts, ideas, and perspectives Show more details...
via LinkedIn
posted_at: 10 days agoschedule_type: Full-timesalary: 70K–80K a year
Your Opportunity
Do you enjoy building and maintaining authentic, long lasting client relationships? Are you driven and do you thrive in an environment where you are fairly compensated for your achievements? We are looking for a seasoned financial professional who is passionate about working in a collaborative and client centric branch environment. You will receive a book of existing high net... worth TD Ameritrade clients to share our suite of non-proprietary
Your Opportunity
Do you enjoy building and maintaining authentic, long lasting client relationships? Are you driven and do you thrive in an environment where you are fairly compensated for your achievements? We are looking for a seasoned financial professional who is passionate about working in a collaborative and client centric branch environment. You will receive a book of existing high net... worth TD Ameritrade clients to share our suite of non-proprietary products and services. You will have the opportunity to expand and deepen these relationships through face-to-face meetings. Each diverse client has a distinct set of needs. Therefore, we offer more than just self-directed investment services! Our employees continuously advise and educate our clients on a wide range of services including, Goal Planning, recommendations of TD Ameritrade Investment Management Services, and complete wealth management portfolios.
What you are good at
A Day in the Life of a Senior Financial Consultant
Start your day with an energizing and encouraging huddle with your team, capturing goals, best practices and areas of focus for the day. Organically grow your practice bring to bear full spectrum of guidance solutions, goal-based planning tools, and discussing key wealth management issues for your assigned book of clients (above $1 million in assets or $250k in a managed solution). Deepen relationships with those clients $250k and above to strengthen this relationship with TD Ameritrade. Collaborate with multiple business partners to build an outstanding client experience and meet the client’s broad range of investment needs. Assess clients’ financial circumstances and investment objectives. Advise clients on advantages and disadvantages of various investment products. Manage diverse client portfolios and stay current with financial industry and market trends. Place high priority on client satisfaction and cultivate long term client relationships. Provide an outstanding client experience to achieve client advocacy and retention. Adhere to all compliance/risk procedures, follow corporate and industry protocols, and protect the interest of the client and all entities.
What you have
• Ability to communicate investment strategies in a clear and concise manner to retail clients and business partners that enables clients to make informed investment decisions
• Experience positioning and presenting investment strategies to retail clients and business partners through face-to-face and phone meetings
• Proven track record to develop strong relationships with clients, prospects and business partners
• Proactive teammate able to work in a fast-paced environment Education Level required: 4 Year College Degree or Equivalent Experience
• Years of experience: 3-5 years of financial services industry experience with investment-based sales and relationship management expertise
• Deep dedication to client satisfaction
• Strong analytical, organizational, presentation, and digital literacy
• FINRA Series 7 and Series 66 (or 63/65) REQUIRED
• CRPC and CFP PREFERRED
• Military education or experience may be considered in lieu of civilian requirement
• Candidates who qualify for this role might have title and job responsibilities similar to: Financial Advisor, Wealth Management Advisor, Wealth Management, Financial Planner, Financial Planning, Investment Advisor
Help us achieve our mission to empower investors by leveling the playing field. Stand on the side of the client, break down barriers, and encourage and educate your clients by delivering simple, personal, and straight-forward solutions.
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
Why work for us?
Own Your Tomorrow embodies everything we do! We are committed to helping our employees ignite their potential and achieve their dreams. Our employees get to play a central role in reinventing a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth.
Benefits: A competitive and flexible package designed to empower you for today and tomorrow. We offer a competitive and flexible package designed to help you make the most of your life at work and at home—today and in the future. Explore further.
Schwab is committed to building a diverse and inclusive workplace where everyone feels valued. As an Equal Opportunity Employer, our policy is to provide equal employment opportunities to all employees and applicants without regard to any status that is protected by law. Please click here to see the policy.
Schwab is an affirmative action employer, focused on advancing women, racial and ethnic minorities, veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at applicantaccessibility@schwab.com or call 800-275-1281.
TD Ameritrade, a subsidiary of Charles Schwab, is an Equal Opportunity Employer. At TD Ameritrade we believe People Matter. We value diversity and believe that it goes beyond all protected classes, thoughts, ideas, and perspectives Show more details...
Do you enjoy building and maintaining authentic, long lasting client relationships? Are you driven and do you thrive in an environment where you are fairly compensated for your achievements? We are looking for a seasoned financial professional who is passionate about working in a collaborative and client centric branch environment. You will receive a book of existing high net... worth TD Ameritrade clients to share our suite of non-proprietary products and services. You will have the opportunity to expand and deepen these relationships through face-to-face meetings. Each diverse client has a distinct set of needs. Therefore, we offer more than just self-directed investment services! Our employees continuously advise and educate our clients on a wide range of services including, Goal Planning, recommendations of TD Ameritrade Investment Management Services, and complete wealth management portfolios.
What you are good at
A Day in the Life of a Senior Financial Consultant
Start your day with an energizing and encouraging huddle with your team, capturing goals, best practices and areas of focus for the day. Organically grow your practice bring to bear full spectrum of guidance solutions, goal-based planning tools, and discussing key wealth management issues for your assigned book of clients (above $1 million in assets or $250k in a managed solution). Deepen relationships with those clients $250k and above to strengthen this relationship with TD Ameritrade. Collaborate with multiple business partners to build an outstanding client experience and meet the client’s broad range of investment needs. Assess clients’ financial circumstances and investment objectives. Advise clients on advantages and disadvantages of various investment products. Manage diverse client portfolios and stay current with financial industry and market trends. Place high priority on client satisfaction and cultivate long term client relationships. Provide an outstanding client experience to achieve client advocacy and retention. Adhere to all compliance/risk procedures, follow corporate and industry protocols, and protect the interest of the client and all entities.
What you have
• Ability to communicate investment strategies in a clear and concise manner to retail clients and business partners that enables clients to make informed investment decisions
• Experience positioning and presenting investment strategies to retail clients and business partners through face-to-face and phone meetings
• Proven track record to develop strong relationships with clients, prospects and business partners
• Proactive teammate able to work in a fast-paced environment Education Level required: 4 Year College Degree or Equivalent Experience
• Years of experience: 3-5 years of financial services industry experience with investment-based sales and relationship management expertise
• Deep dedication to client satisfaction
• Strong analytical, organizational, presentation, and digital literacy
• FINRA Series 7 and Series 66 (or 63/65) REQUIRED
• CRPC and CFP PREFERRED
• Military education or experience may be considered in lieu of civilian requirement
• Candidates who qualify for this role might have title and job responsibilities similar to: Financial Advisor, Wealth Management Advisor, Wealth Management, Financial Planner, Financial Planning, Investment Advisor
Help us achieve our mission to empower investors by leveling the playing field. Stand on the side of the client, break down barriers, and encourage and educate your clients by delivering simple, personal, and straight-forward solutions.
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
Why work for us?
Own Your Tomorrow embodies everything we do! We are committed to helping our employees ignite their potential and achieve their dreams. Our employees get to play a central role in reinventing a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth.
Benefits: A competitive and flexible package designed to empower you for today and tomorrow. We offer a competitive and flexible package designed to help you make the most of your life at work and at home—today and in the future. Explore further.
Schwab is committed to building a diverse and inclusive workplace where everyone feels valued. As an Equal Opportunity Employer, our policy is to provide equal employment opportunities to all employees and applicants without regard to any status that is protected by law. Please click here to see the policy.
Schwab is an affirmative action employer, focused on advancing women, racial and ethnic minorities, veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at applicantaccessibility@schwab.com or call 800-275-1281.
TD Ameritrade, a subsidiary of Charles Schwab, is an Equal Opportunity Employer. At TD Ameritrade we believe People Matter. We value diversity and believe that it goes beyond all protected classes, thoughts, ideas, and perspectives Show more details...
via LinkedIn
posted_at: 18 days agoschedule_type: Full-timesalary: 53.6K–88.3K a year
Your Opportunity
Do you enjoy helping clients find ways to reach their financial goals? Are you competitive and do you thrive in an environment where you are fairly compensated for your achievements? We are looking for a self-motivated financial professional that is passionate about connecting with clients, collaborating with others and achieving their personal and professional goals while... contributing to those of TD Ameritrade. We offer more
Your Opportunity
Do you enjoy helping clients find ways to reach their financial goals? Are you competitive and do you thrive in an environment where you are fairly compensated for your achievements? We are looking for a self-motivated financial professional that is passionate about connecting with clients, collaborating with others and achieving their personal and professional goals while... contributing to those of TD Ameritrade. We offer more than just self-directed investment services! Our employees continuously advise and educate our clients on a wide range of services including, Goal Planning, recommendations of TD Ameritrade Investment Management Services, and complete wealth management portfolios.
What you are good at
A Day in the Life of an Investment Consultant
Start your day with an energizing and encouraging huddle with your team, capturing goals, best practices and areas of focus for the day. The Investment Consultant is a highly motivated, licensed professional with experience and knowledge of financial products and strategies, with a proven track record of strong performance vs. individual and team sales targets. A primary focus of the role is to reactively support existing Mass Affluent ($250k-$1M) clients to address their financial needs and to help them navigate TD Ameritrade to achieve their financial goals. Execute contact management strategy with clients below $100k to maximize daily opportunities and to grow clients into book of business. This professional will possess a strong ability to balance multiple priorities focusing on assisting clients with assessing needs, proposing our full spectrum of guidance solutions, consolidating assets, and navigating clients to the next steps to ensure they are in a fully integrated relationship with all entities. In addition, this associate will also provide operational support to the branch on an as needed basis and defined by their manager. Adhere to all compliance/risk procedures, follow corporate and industry protocols, and protect the interest of the client and all entities.
What you have
• A valid and active Series 7 license is required (license may be obtained under a condition of employment through Branch Network Licensing Program)
• A valid and active Series 66 (63/65) license required (license(s) may be obtained under a condition of employment)
• 2 years of experience in the financial services industry preferred
• Business development experience highly preferred
• Knowledge of brokerage/banking products and services
• Strong client relationship building experience
Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process.
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
Why work for us?
Own Your Tomorrow embodies everything we do! We are committed to helping our employees ignite their potential and achieve their dreams. Our employees get to play a central role in reinventing a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth.
Benefits: A competitive and flexible package designed to empower you for today and tomorrow. We offer a competitive and flexible package designed to help you make the most of your life at work and at home—today and in the future. Explore further.
Schwab is committed to building a diverse and inclusive workplace where everyone feels valued. As an Equal Opportunity Employer, our policy is to provide equal employment opportunities to all employees and applicants without regard to any status that is protected by law. Please click here to see the policy.
Schwab is an affirmative action employer, focused on advancing women, racial and ethnic minorities, veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at applicantaccessibility@schwab.com or call 800-275-1281.
TD Ameritrade, a subsidiary of Charles Schwab, is an Equal Opportunity Employer. At TD Ameritrade we believe People Matter. We value diversity and believe that it goes beyond all protected classes, thoughts, ideas, and perspectives Show more details...
Do you enjoy helping clients find ways to reach their financial goals? Are you competitive and do you thrive in an environment where you are fairly compensated for your achievements? We are looking for a self-motivated financial professional that is passionate about connecting with clients, collaborating with others and achieving their personal and professional goals while... contributing to those of TD Ameritrade. We offer more than just self-directed investment services! Our employees continuously advise and educate our clients on a wide range of services including, Goal Planning, recommendations of TD Ameritrade Investment Management Services, and complete wealth management portfolios.
What you are good at
A Day in the Life of an Investment Consultant
Start your day with an energizing and encouraging huddle with your team, capturing goals, best practices and areas of focus for the day. The Investment Consultant is a highly motivated, licensed professional with experience and knowledge of financial products and strategies, with a proven track record of strong performance vs. individual and team sales targets. A primary focus of the role is to reactively support existing Mass Affluent ($250k-$1M) clients to address their financial needs and to help them navigate TD Ameritrade to achieve their financial goals. Execute contact management strategy with clients below $100k to maximize daily opportunities and to grow clients into book of business. This professional will possess a strong ability to balance multiple priorities focusing on assisting clients with assessing needs, proposing our full spectrum of guidance solutions, consolidating assets, and navigating clients to the next steps to ensure they are in a fully integrated relationship with all entities. In addition, this associate will also provide operational support to the branch on an as needed basis and defined by their manager. Adhere to all compliance/risk procedures, follow corporate and industry protocols, and protect the interest of the client and all entities.
What you have
• A valid and active Series 7 license is required (license may be obtained under a condition of employment through Branch Network Licensing Program)
• A valid and active Series 66 (63/65) license required (license(s) may be obtained under a condition of employment)
• 2 years of experience in the financial services industry preferred
• Business development experience highly preferred
• Knowledge of brokerage/banking products and services
• Strong client relationship building experience
Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process.
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
Why work for us?
Own Your Tomorrow embodies everything we do! We are committed to helping our employees ignite their potential and achieve their dreams. Our employees get to play a central role in reinventing a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth.
Benefits: A competitive and flexible package designed to empower you for today and tomorrow. We offer a competitive and flexible package designed to help you make the most of your life at work and at home—today and in the future. Explore further.
Schwab is committed to building a diverse and inclusive workplace where everyone feels valued. As an Equal Opportunity Employer, our policy is to provide equal employment opportunities to all employees and applicants without regard to any status that is protected by law. Please click here to see the policy.
Schwab is an affirmative action employer, focused on advancing women, racial and ethnic minorities, veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at applicantaccessibility@schwab.com or call 800-275-1281.
TD Ameritrade, a subsidiary of Charles Schwab, is an Equal Opportunity Employer. At TD Ameritrade we believe People Matter. We value diversity and believe that it goes beyond all protected classes, thoughts, ideas, and perspectives Show more details...
via Schwab Jobs
posted_at: 16 days agoschedule_type: Full-time
Your Opportunity
The Client Service Specialist provides excellent service, operation and sales support to the Branch staff and our clients. Serves as the initial point of contact with responsibilities to greet, direct, and assist walk-in or call-in clients with any service-related issues as well as account questions, issues, problem resolution, and escalations. Builds positive relationships with... peers, business partners, and colleagues while
Your Opportunity
The Client Service Specialist provides excellent service, operation and sales support to the Branch staff and our clients. Serves as the initial point of contact with responsibilities to greet, direct, and assist walk-in or call-in clients with any service-related issues as well as account questions, issues, problem resolution, and escalations. Builds positive relationships with... peers, business partners, and colleagues while working effectively with others to accomplish organizational goals.
What you are good at
• Responsible for the day-to-day operations and administrative functions of the branch.
• Work with Branch Manager and Financial Consultants to communicate solutions either directly or indirectly with clients.
• Identify and refer lead opportunities to Financial Consultants.
• Acts as an onsite dedicated service expert on a wide range of client issues. Researches and resolves client issues in cooperation with back office partners.
• Adheres to all compliance/risk procedures and follows corporate and industry protocols.
• Assist Branch Manager in performing daily key compliance and oversight activities for the branch.
• Participate in projects to improve processes and enhance the client experience
• Perform duties with confidence, minimal supervision and sound judgment to mitigate risk for the firm.
• Research and resolution of complex client inquiries via phone, cases, and chat
What you have
• While licensing is preferred, it is not required for this role, TD Ameritrade will support employees in this role in obtaining and/or holding the Series 7 and 63/66 licenses
• 1 year of Client/Customer Service experience preferred
• Demonstrated experience handling client needs with tact and diplomacy
• Outstanding written and oral communication skills
• Ability to work independently and effectively as part of a team, while handling multiple tasks and responsibilities simultaneously
• Ability to manage multiple client situations, needs and inquiries simultaneously
• Ability to build and maintain good cross-enterprise working relationships
• Basic understanding of brokerage regulations and rules that govern client accounts preferred
• May be asked to become a Notary
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
Why work for us?
Own Your Tomorrow embodies everything we do! We are committed to helping our employees ignite their potential and achieve their dreams. Our employees get to play a central role in reinventing a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth.
Benefits: A competitive and flexible package designed to empower you for today and tomorrow. We offer a competitive and flexible package designed to help you make the most of your life at work and at home—today and in the future. Explore further.
Schwab is committed to building a diverse and inclusive workplace where everyone feels valued. As an Equal Opportunity Employer, our policy is to provide equal employment opportunities to all employees and applicants without regard to any status that is protected by law. Please click here to see the policy.
Schwab is an affirmative action employer, focused on advancing women, racial and ethnic minorities, veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at applicantaccessibility@schwab.com or call 800-275-1281.
TD Ameritrade, a subsidiary of Charles Schwab, is an Equal Opportunity Employer. At TD Ameritrade we believe People Matter. We value diversity and believe that it goes beyond all protected classes, thoughts, ideas, and perspectives Show more details...
The Client Service Specialist provides excellent service, operation and sales support to the Branch staff and our clients. Serves as the initial point of contact with responsibilities to greet, direct, and assist walk-in or call-in clients with any service-related issues as well as account questions, issues, problem resolution, and escalations. Builds positive relationships with... peers, business partners, and colleagues while working effectively with others to accomplish organizational goals.
What you are good at
• Responsible for the day-to-day operations and administrative functions of the branch.
• Work with Branch Manager and Financial Consultants to communicate solutions either directly or indirectly with clients.
• Identify and refer lead opportunities to Financial Consultants.
• Acts as an onsite dedicated service expert on a wide range of client issues. Researches and resolves client issues in cooperation with back office partners.
• Adheres to all compliance/risk procedures and follows corporate and industry protocols.
• Assist Branch Manager in performing daily key compliance and oversight activities for the branch.
• Participate in projects to improve processes and enhance the client experience
• Perform duties with confidence, minimal supervision and sound judgment to mitigate risk for the firm.
• Research and resolution of complex client inquiries via phone, cases, and chat
What you have
• While licensing is preferred, it is not required for this role, TD Ameritrade will support employees in this role in obtaining and/or holding the Series 7 and 63/66 licenses
• 1 year of Client/Customer Service experience preferred
• Demonstrated experience handling client needs with tact and diplomacy
• Outstanding written and oral communication skills
• Ability to work independently and effectively as part of a team, while handling multiple tasks and responsibilities simultaneously
• Ability to manage multiple client situations, needs and inquiries simultaneously
• Ability to build and maintain good cross-enterprise working relationships
• Basic understanding of brokerage regulations and rules that govern client accounts preferred
• May be asked to become a Notary
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
Why work for us?
Own Your Tomorrow embodies everything we do! We are committed to helping our employees ignite their potential and achieve their dreams. Our employees get to play a central role in reinventing a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth.
Benefits: A competitive and flexible package designed to empower you for today and tomorrow. We offer a competitive and flexible package designed to help you make the most of your life at work and at home—today and in the future. Explore further.
Schwab is committed to building a diverse and inclusive workplace where everyone feels valued. As an Equal Opportunity Employer, our policy is to provide equal employment opportunities to all employees and applicants without regard to any status that is protected by law. Please click here to see the policy.
Schwab is an affirmative action employer, focused on advancing women, racial and ethnic minorities, veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at applicantaccessibility@schwab.com or call 800-275-1281.
TD Ameritrade, a subsidiary of Charles Schwab, is an Equal Opportunity Employer. At TD Ameritrade we believe People Matter. We value diversity and believe that it goes beyond all protected classes, thoughts, ideas, and perspectives Show more details...
via ZipRecruiter
posted_at: 3 days agoschedule_type: Full-timesalary: 2.9K–5.5K a monthwork_from_home: 1
If you have experience with the stock market and the platform called TD Ameritrade, then please apply ASAP for this position. We are hiring a few assistants with the TD Ameritrade platform. Full time position ($2,900-$5,500/month pay)
If you have experience with the stock market and the platform called TD Ameritrade, then please apply ASAP for this position. We are hiring a few assistants with the TD Ameritrade platform. Full time position ($2,900-$5,500/month pay)
Show more details...
via Recruit.net
posted_at: 4 hours agoschedule_type: Full-time
Your Opportunity
In Operational Services, we play a critical role in helping clients achieve their financial goals. We are focused on partnering with clients and our business partners who support them to ensure every interaction with Schwab is simple and easy - whether it’s processing corporate actions, performing trade orders reviews, assisting with estate planning, or answering hotline calls... We’re also focused on safeguarding our clients'
Your Opportunity
In Operational Services, we play a critical role in helping clients achieve their financial goals. We are focused on partnering with clients and our business partners who support them to ensure every interaction with Schwab is simple and easy - whether it’s processing corporate actions, performing trade orders reviews, assisting with estate planning, or answering hotline calls... We’re also focused on safeguarding our clients' and firms' assets – supporting Schwab’s vision of being the most trusted leader in investment services.
The Trading Operations Organization is responsible for running critical firm trading functions within the Charles Schwab & Co. broker dealer. These would include venue management and execution quality, monitoring of trading partners, monitoring of trading system availability and connectivity, fraud detection and prevention, risk management, and regulatory reporting.
What you are good at
As a Trading Operations-Senior Specialist, you will bring to bear your deep trading expertise to support both internal and external business partners in the trading process. This support will include mitigating risk, consulting on complex equity/option trades, and handling trade errors and disputes. You will also liaison with our external execution partners, advocating on behalf of our clients. The successful candidate will also be expected to act as subject matter expert on projects related to improving internal trading systems.
What you have
• In depth knowledge of Equity and Option market structure
• In depth knowledge of trading systems and execution strategies
• Ability to handle trading risk by consulting with business partners, and end-clients
• Bachelor’s degree or 5-7 years related financial services work experience
• Understanding of regulatory environment
• Excellent communication skills-written and verbal
• Integrity, passion, professionalism, and a dedication to ethical behaviors
• Strong interpersonal skills
• Shown analytical, and critical-thinking skills
• Ability to prioritize and deliver results in a fast paced work environment
• A valid and active FINRA Series 7 & 63 licenses required.
• A valid and active FINRA Series 57 and 9/10 or 24 license, or ability to obtain within 6 months.
• A valid and active FINRA Series 3 license is a plus.
What you’ll get:
• Comprehensive Compensation and Benefits package.
• Financial Health: 401k Match, Employee Stock Purchase Plan, Employee Discounts, Personalized advice, Brokerage discounts.
• Work/Life Balance: Sabbatical, Paid Parental Leave, New Mothers returning to work Program, Tuition Reimbursement Programs, Time off to volunteer, Employee Matching Gifts Program.
• Everyday Wellness: Health and Lifestyle Wellness Rewards, Onsite Fitness Classes, Healthy Food Choices, Wellness Champions.
• Inclusion: Employee Resource Groups, Commitment to diversity, Strategic partnerships.
• Not just a job, but a career, with an opportunity to do the best work of your life.
Why work for us?
Own Your Tomorrow embodies everything we do! We are committed to helping our employees ignite their potential and achieve their dreams. Our employees get to play a central role in reinventing a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth.
Benefits: A competitive and flexible package designed to empower you for today and tomorrow. We offer a competitive and flexible package designed to help you make the most of your life at work and at home—today and in the future. Explore further.
Schwab is committed to building a diverse and inclusive workplace where everyone feels valued. As an Equal Opportunity Employer, our policy is to provide equal employment opportunities to all employees and applicants without regard to any status that is protected by law..
Schwab is an affirmative action employer, focused on advancing women, racial and ethnic minorities, veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at applicantaccessibility@schwab.com or call 800-275-1281.
TD Ameritrade, a subsidiary of Charles Schwab, is an Equal Opportunity Employer. At TD Ameritrade we believe People Matter. We value diversity and believe that it goes beyond all protected classes, thoughts, ideas, and perspectives Show more details...
In Operational Services, we play a critical role in helping clients achieve their financial goals. We are focused on partnering with clients and our business partners who support them to ensure every interaction with Schwab is simple and easy - whether it’s processing corporate actions, performing trade orders reviews, assisting with estate planning, or answering hotline calls... We’re also focused on safeguarding our clients' and firms' assets – supporting Schwab’s vision of being the most trusted leader in investment services.
The Trading Operations Organization is responsible for running critical firm trading functions within the Charles Schwab & Co. broker dealer. These would include venue management and execution quality, monitoring of trading partners, monitoring of trading system availability and connectivity, fraud detection and prevention, risk management, and regulatory reporting.
What you are good at
As a Trading Operations-Senior Specialist, you will bring to bear your deep trading expertise to support both internal and external business partners in the trading process. This support will include mitigating risk, consulting on complex equity/option trades, and handling trade errors and disputes. You will also liaison with our external execution partners, advocating on behalf of our clients. The successful candidate will also be expected to act as subject matter expert on projects related to improving internal trading systems.
What you have
• In depth knowledge of Equity and Option market structure
• In depth knowledge of trading systems and execution strategies
• Ability to handle trading risk by consulting with business partners, and end-clients
• Bachelor’s degree or 5-7 years related financial services work experience
• Understanding of regulatory environment
• Excellent communication skills-written and verbal
• Integrity, passion, professionalism, and a dedication to ethical behaviors
• Strong interpersonal skills
• Shown analytical, and critical-thinking skills
• Ability to prioritize and deliver results in a fast paced work environment
• A valid and active FINRA Series 7 & 63 licenses required.
• A valid and active FINRA Series 57 and 9/10 or 24 license, or ability to obtain within 6 months.
• A valid and active FINRA Series 3 license is a plus.
What you’ll get:
• Comprehensive Compensation and Benefits package.
• Financial Health: 401k Match, Employee Stock Purchase Plan, Employee Discounts, Personalized advice, Brokerage discounts.
• Work/Life Balance: Sabbatical, Paid Parental Leave, New Mothers returning to work Program, Tuition Reimbursement Programs, Time off to volunteer, Employee Matching Gifts Program.
• Everyday Wellness: Health and Lifestyle Wellness Rewards, Onsite Fitness Classes, Healthy Food Choices, Wellness Champions.
• Inclusion: Employee Resource Groups, Commitment to diversity, Strategic partnerships.
• Not just a job, but a career, with an opportunity to do the best work of your life.
Why work for us?
Own Your Tomorrow embodies everything we do! We are committed to helping our employees ignite their potential and achieve their dreams. Our employees get to play a central role in reinventing a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth.
Benefits: A competitive and flexible package designed to empower you for today and tomorrow. We offer a competitive and flexible package designed to help you make the most of your life at work and at home—today and in the future. Explore further.
Schwab is committed to building a diverse and inclusive workplace where everyone feels valued. As an Equal Opportunity Employer, our policy is to provide equal employment opportunities to all employees and applicants without regard to any status that is protected by law..
Schwab is an affirmative action employer, focused on advancing women, racial and ethnic minorities, veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at applicantaccessibility@schwab.com or call 800-275-1281.
TD Ameritrade, a subsidiary of Charles Schwab, is an Equal Opportunity Employer. At TD Ameritrade we believe People Matter. We value diversity and believe that it goes beyond all protected classes, thoughts, ideas, and perspectives Show more details...
via Upwork
schedule_type: Contractorwork_from_home: 1
I would like to be able to build sell orders that trigger using the Tradingview platform Webhooks for stocks and options that I trade via TD Ameritrade. There are several how to videos on Youtube but it is over my head. I need some help building one. The code is available on Github. link below. Need someone to get it up and running for me. See links below.
Here is a video of a developer that built this here using Tradingvew and Amazon Web Services
I would like to be able to build sell orders that trigger using the Tradingview platform Webhooks for stocks and options that I trade via TD Ameritrade. There are several how to videos on Youtube but it is over my head. I need some help building one. The code is available on Github. link below. Need someone to get it up and running for me. See links below.
Here is a video of a developer that built this here using Tradingvew and Amazon Web Services virtual environment here https://youtu.be/TKAo_Z-hzQs as an example.
https://developer.tdameritrade.com/apis
https://www.tradingview.com/support/solutions/43000529348-about-webhooks/
https://github.com/hackingthemarkets/tradingview-tdameritrade-option-bot. Show more details...
Here is a video of a developer that built this here using Tradingvew and Amazon Web Services virtual environment here https://youtu.be/TKAo_Z-hzQs as an example.
https://developer.tdameritrade.com/apis
https://www.tradingview.com/support/solutions/43000529348-about-webhooks/
https://github.com/hackingthemarkets/tradingview-tdameritrade-option-bot. Show more details...
via Recruit.net
posted_at: 3 days agoschedule_type: Full-time
Your Opportunity
Our branch network is part of the broader Investor Services organization and is primarily responsible for helping individuals and families with their financial needs, including retirement planning, charitable giving, estate planning, active investing or managing banking and lending needs. In more than 300 branch offices in 45 U.S. states, you'll find Branch Managers leading and... coaching their teams as they work directly with
Your Opportunity
Our branch network is part of the broader Investor Services organization and is primarily responsible for helping individuals and families with their financial needs, including retirement planning, charitable giving, estate planning, active investing or managing banking and lending needs. In more than 300 branch offices in 45 U.S. states, you'll find Branch Managers leading and... coaching their teams as they work directly with our clients to achieve that common goal.
To read more about our client offerings visit: Charles Schwab - Investor Services
What you are good at
Charles Schwab Branch Managers have responsibility for increasing the branch office’s revenues while expanding the client base. In this position, you will work closely with your team of Financial Consultants (FC), and Associate Financial Consultants (AFC) both in implementing firm wide sales strategies and in developing strategies at the community level.
As the leader of a Charles Schwab Branch, you will inspire the sales professional team and Client Service professionals as they provide investment guidance and support to clients primarily through face-to-face meetings. Unlike any other job at Charles Schwab, the Branch Manager is the most critical role at the local market level, providing the service, advice, and leadership that have made us the force we are today.
Your typical day would include sales coaching and sales process management, development of branch team with effective training and performance management, client presentations with your sales team, analysis of performance data for trends and actions, interviewing prospective employees, collaborating with business partners sharing of the best methods and performing the compliance and administrative tasks inherent in our industry.
We believe that our values have helped us to build both a successful business model and an extraordinary work environment. We value teamwork, integrity, service, open communication, and perseverance. If you want to work at a firm that truly values your contributions, consider a career at Charles Schwab.
What you have
Required minimum skills and qualifications are:
• Bachelor’s degree or equivalent or equivalent work related experience
• Active and valid FINRA Series 7 license is required
• Active and valid FINRA Series 9/10 license is required
• Active and valid FINRA Series 66 (63/65) license is required
• Active and valid Life and Health Insurance license is required (may be obtained within a 120 day condition of employment)
• A valid and active FINRA Series 24 is preferred
• Additional designations are preferred: CFP, CFA, CIMA, and/or AAMS
• Demonstrated leadership, management and motivational skills
• A minimum of 5 years in the financial services industry with at least 4 years in a sales leadership capacity
• A desire to lead, a passion for sales management, and a deep commitment to client service
• Shown success in establishing quality cross enterprise partnerships
• Comprehensive industry and investment knowledge
• Excellent communication skills and a track record of success in sales, sales leadership and overall leadership
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
Why work for us?
Own Your Tomorrow embodies everything we do! We are committed to helping our employees ignite their potential and achieve their dreams. Our employees get to play a central role in reinventing a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth.
Benefits: A competitive and flexible package designed to empower you for today and tomorrow. We offer a competitive and flexible package designed to help you make the most of your life at work and at home—today and in the future. Explore further.
Schwab is committed to building a diverse and inclusive workplace where everyone feels valued. As an Equal Opportunity Employer, our policy is to provide equal employment opportunities to all employees and applicants without regard to any status that is protected by law..
Schwab is an affirmative action employer, focused on advancing women, racial and ethnic minorities, veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at applicantaccessibility@schwab.com or call 800-275-1281.
TD Ameritrade, a subsidiary of Charles Schwab, is an Equal Opportunity Employer. At TD Ameritrade we believe People Matter. We value diversity and believe that it goes beyond all protected classes, thoughts, ideas, and perspectives Show more details...
Our branch network is part of the broader Investor Services organization and is primarily responsible for helping individuals and families with their financial needs, including retirement planning, charitable giving, estate planning, active investing or managing banking and lending needs. In more than 300 branch offices in 45 U.S. states, you'll find Branch Managers leading and... coaching their teams as they work directly with our clients to achieve that common goal.
To read more about our client offerings visit: Charles Schwab - Investor Services
What you are good at
Charles Schwab Branch Managers have responsibility for increasing the branch office’s revenues while expanding the client base. In this position, you will work closely with your team of Financial Consultants (FC), and Associate Financial Consultants (AFC) both in implementing firm wide sales strategies and in developing strategies at the community level.
As the leader of a Charles Schwab Branch, you will inspire the sales professional team and Client Service professionals as they provide investment guidance and support to clients primarily through face-to-face meetings. Unlike any other job at Charles Schwab, the Branch Manager is the most critical role at the local market level, providing the service, advice, and leadership that have made us the force we are today.
Your typical day would include sales coaching and sales process management, development of branch team with effective training and performance management, client presentations with your sales team, analysis of performance data for trends and actions, interviewing prospective employees, collaborating with business partners sharing of the best methods and performing the compliance and administrative tasks inherent in our industry.
We believe that our values have helped us to build both a successful business model and an extraordinary work environment. We value teamwork, integrity, service, open communication, and perseverance. If you want to work at a firm that truly values your contributions, consider a career at Charles Schwab.
What you have
Required minimum skills and qualifications are:
• Bachelor’s degree or equivalent or equivalent work related experience
• Active and valid FINRA Series 7 license is required
• Active and valid FINRA Series 9/10 license is required
• Active and valid FINRA Series 66 (63/65) license is required
• Active and valid Life and Health Insurance license is required (may be obtained within a 120 day condition of employment)
• A valid and active FINRA Series 24 is preferred
• Additional designations are preferred: CFP, CFA, CIMA, and/or AAMS
• Demonstrated leadership, management and motivational skills
• A minimum of 5 years in the financial services industry with at least 4 years in a sales leadership capacity
• A desire to lead, a passion for sales management, and a deep commitment to client service
• Shown success in establishing quality cross enterprise partnerships
• Comprehensive industry and investment knowledge
• Excellent communication skills and a track record of success in sales, sales leadership and overall leadership
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
Why work for us?
Own Your Tomorrow embodies everything we do! We are committed to helping our employees ignite their potential and achieve their dreams. Our employees get to play a central role in reinventing a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth.
Benefits: A competitive and flexible package designed to empower you for today and tomorrow. We offer a competitive and flexible package designed to help you make the most of your life at work and at home—today and in the future. Explore further.
Schwab is committed to building a diverse and inclusive workplace where everyone feels valued. As an Equal Opportunity Employer, our policy is to provide equal employment opportunities to all employees and applicants without regard to any status that is protected by law..
Schwab is an affirmative action employer, focused on advancing women, racial and ethnic minorities, veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at applicantaccessibility@schwab.com or call 800-275-1281.
TD Ameritrade, a subsidiary of Charles Schwab, is an Equal Opportunity Employer. At TD Ameritrade we believe People Matter. We value diversity and believe that it goes beyond all protected classes, thoughts, ideas, and perspectives Show more details...
via Recruit.net
posted_at: 7 days agoschedule_type: Full-time
Your Opportunity
Schwab Advisor Services is the leading provider of custodial, operational, and trading support for independent fee-based investment advisors. We’re currently looking for dedicated individuals like you to help us provide financial advisors with access to sophisticated tools and wealth-management services. If you’re interested in working to help grow the business of independent... investment advisor firms, there’s a place for
Your Opportunity
Schwab Advisor Services is the leading provider of custodial, operational, and trading support for independent fee-based investment advisors. We’re currently looking for dedicated individuals like you to help us provide financial advisors with access to sophisticated tools and wealth-management services. If you’re interested in working to help grow the business of independent... investment advisor firms, there’s a place for you at Charles Schwab Advisor Services.
The Regional Support Specialist is the front line of the regional office supporting the Relationship Managers in answering questions, providing consulting, and supporting important manager functions. In addition, you will provide the highest level of support to existing Schwab Advisor Services Institutional clients; offer clients products and services that will help their practices and build their relationship with Schwab; Actively seek and develop new client relationships as well as seek to increase Schwab's custodial role with existing RIA relationships.
What you are good at
Sales Support
• Providing strategic sales support by offering solutions and executing plans that focus on addressing institutional clients’ needs.
• Build and foster strong client relationships through handling multiple client situations, needs and inquiries on an ongoing basis.
• Creating agendas, meeting presentations, and sales materials, to facilitate client meetings.
• Demonstrating strong and concise verbal and written communication with clients, team members and business partners.
• Ability to work independently and effectively as part of a team, while handling multiple tasks and responsibilities simultaneously.
Additional Responsibilities
• Run local event administration including partnering with sponsors and event managers, scheduling, invitations, attendance confirmation, and post-event follow up.
• Coordinating and preparing various regional reports such as, margin reports, event reports, holiday card reports, etc.
• Research and provide up to date information on industry/firm/relationship changes for Relationship Managers to leverage in the sales process.
What you have
• 2+ years financial services experience required
• Experience in client service or sales support roles preferred
• A valid and active FINRA Series 7 license required (may be obtained through a condition of employment)
• A valid and active FINRA Series 63 license required (may be obtained through a condition of employment)
• Strong client service skills with ability to anticipate and resolve problems with own initiative
• Knowledge of Schwab products and services and brokerage industry including operations and trading
• Excellent verbal and written communication skills
• Strong PC skills in MS office applications including EXCEL and PowerPoint are required
• Well organized with good time-management skills
Highlights of Schwab’s Benefits
• Comprehensive Compensation and Benefits package.
• Financial Health: 401k Match, Employee Stock Purchase Plan, Employee Discounts, Personalized advice, Brokerage discounts. 2
• Work/Life Balance: Sabbatical, Paid Parental Leave, New Mothers returning to work Program, Tuition Reimbursement Programs, Time off to volunteer, Employee Matching Gifts Program.
• Everyday Wellness: Health and Lifestyle Wellness Rewards, Onsite Fitness Classes, Healthy Food Choices, Wellness Champions.
• Inclusion: Employee Resource Groups, Dedication to diversity, Strategic partnerships.
• Not just a job, but a career, with an opportunity to do the best work of your life.
Why work for us?
Own Your Tomorrow embodies everything we do! We are committed to helping our employees ignite their potential and achieve their dreams. Our employees get to play a central role in reinventing a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth.
Benefits: A competitive and flexible package designed to empower you for today and tomorrow. We offer a competitive and flexible package designed to help you make the most of your life at work and at home—today and in the future. Explore further.
Schwab is committed to building a diverse and inclusive workplace where everyone feels valued. As an Equal Opportunity Employer, our policy is to provide equal employment opportunities to all employees and applicants without regard to any status that is protected by law..
Schwab is an affirmative action employer, focused on advancing women, racial and ethnic minorities, veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at applicantaccessibility@schwab.com or call 800-275-1281.
TD Ameritrade, a subsidiary of Charles Schwab, is an Equal Opportunity Employer. At TD Ameritrade we believe People Matter. We value diversity and believe that it goes beyond all protected classes, thoughts, ideas, and perspectives Show more details...
Schwab Advisor Services is the leading provider of custodial, operational, and trading support for independent fee-based investment advisors. We’re currently looking for dedicated individuals like you to help us provide financial advisors with access to sophisticated tools and wealth-management services. If you’re interested in working to help grow the business of independent... investment advisor firms, there’s a place for you at Charles Schwab Advisor Services.
The Regional Support Specialist is the front line of the regional office supporting the Relationship Managers in answering questions, providing consulting, and supporting important manager functions. In addition, you will provide the highest level of support to existing Schwab Advisor Services Institutional clients; offer clients products and services that will help their practices and build their relationship with Schwab; Actively seek and develop new client relationships as well as seek to increase Schwab's custodial role with existing RIA relationships.
What you are good at
Sales Support
• Providing strategic sales support by offering solutions and executing plans that focus on addressing institutional clients’ needs.
• Build and foster strong client relationships through handling multiple client situations, needs and inquiries on an ongoing basis.
• Creating agendas, meeting presentations, and sales materials, to facilitate client meetings.
• Demonstrating strong and concise verbal and written communication with clients, team members and business partners.
• Ability to work independently and effectively as part of a team, while handling multiple tasks and responsibilities simultaneously.
Additional Responsibilities
• Run local event administration including partnering with sponsors and event managers, scheduling, invitations, attendance confirmation, and post-event follow up.
• Coordinating and preparing various regional reports such as, margin reports, event reports, holiday card reports, etc.
• Research and provide up to date information on industry/firm/relationship changes for Relationship Managers to leverage in the sales process.
What you have
• 2+ years financial services experience required
• Experience in client service or sales support roles preferred
• A valid and active FINRA Series 7 license required (may be obtained through a condition of employment)
• A valid and active FINRA Series 63 license required (may be obtained through a condition of employment)
• Strong client service skills with ability to anticipate and resolve problems with own initiative
• Knowledge of Schwab products and services and brokerage industry including operations and trading
• Excellent verbal and written communication skills
• Strong PC skills in MS office applications including EXCEL and PowerPoint are required
• Well organized with good time-management skills
Highlights of Schwab’s Benefits
• Comprehensive Compensation and Benefits package.
• Financial Health: 401k Match, Employee Stock Purchase Plan, Employee Discounts, Personalized advice, Brokerage discounts. 2
• Work/Life Balance: Sabbatical, Paid Parental Leave, New Mothers returning to work Program, Tuition Reimbursement Programs, Time off to volunteer, Employee Matching Gifts Program.
• Everyday Wellness: Health and Lifestyle Wellness Rewards, Onsite Fitness Classes, Healthy Food Choices, Wellness Champions.
• Inclusion: Employee Resource Groups, Dedication to diversity, Strategic partnerships.
• Not just a job, but a career, with an opportunity to do the best work of your life.
Why work for us?
Own Your Tomorrow embodies everything we do! We are committed to helping our employees ignite their potential and achieve their dreams. Our employees get to play a central role in reinventing a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth.
Benefits: A competitive and flexible package designed to empower you for today and tomorrow. We offer a competitive and flexible package designed to help you make the most of your life at work and at home—today and in the future. Explore further.
Schwab is committed to building a diverse and inclusive workplace where everyone feels valued. As an Equal Opportunity Employer, our policy is to provide equal employment opportunities to all employees and applicants without regard to any status that is protected by law..
Schwab is an affirmative action employer, focused on advancing women, racial and ethnic minorities, veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at applicantaccessibility@schwab.com or call 800-275-1281.
TD Ameritrade, a subsidiary of Charles Schwab, is an Equal Opportunity Employer. At TD Ameritrade we believe People Matter. We value diversity and believe that it goes beyond all protected classes, thoughts, ideas, and perspectives Show more details...
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