the smart solution for Erie jobs

Branch Manager- Erie, PA

Company: Td Ameritrade
Location: Erie
Posted on: May 18, 2019

Job Description:

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 management portfolios. At TD Ameritrade, we offer more than just self-directed investment services. For us, its about building long-term relationships that change lives. Responsibilities: 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 teams 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.

  • Demonstrated leadership, management and motivational skills
  • Deep commitment to client satisfaction and TDA Core Values
  • 3+ years licensed brokerage experience
  • Demonstrated success in financial sales
  • Experience presenting complex investment strategies to retail clients and business partners through face-to-face and phone meetings
  • Proven ability to develop strong relationships with clients, prospects and business partnersProactive team player able to work in a fast-paced environment
  • Strong analytical, organizational, presentation, and computer skills
  • FINRA Series 7 license required
  • FINRA Series 66 (63/65) license (may be obtained - condition of employment)
  • FINRA Series 24 (9/10) license (may be obtained - condition of employment)
  • CFP preferred
  • Bachelors degree or equivalent combination of education and experience required
  • Military education or experience may be considered in lieu of civilian requirements listed
  • 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 , Financial Service Manager, Senior Financial Manager, Wealth Manager, Sales Manager, Market Manager, Family Wealth Manager, Private Wealth Manager, Branch Manager 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. Apply Now!

Keywords: Td Ameritrade, Erie , Branch Manager- Erie, PA, Executive , Erie, Pennsylvania

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category

Other Executive Jobs

Restaurant General Manager - Start at $60k+ / yr-Red Robin Restaurant
Description: Restaurant General Manager - Start at 60k / yrThe GM is responsible for total operations of a single Red Robin restaurant including all aspects of profit and loss, hiring and training of both management (more...)
Company: Red Robin
Location: Cleveland
Posted on: 05/22/2019

Software Manager
Description: Position Overview br At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. As a (more...)
Company: PNC Bank
Location: Strongsville
Posted on: 05/22/2019

Junior Associate Project Manager
Description: Hi, Hope you are doing well. We have an urgent requirement for Associate Project Manager, Managed Services DBDJP00001203 Location 5995 Mayfair Rd,North Canton, Ohio-44720 Duration 12 Months As an Associate (more...)
Company: CESUSA, INC.
Location: Canton
Posted on: 05/22/2019

Outside Sales/Route Sales Manager - Full Training
Description: Build a Great Career and a Great Life. br br Sales job title: Outside Sales/Route Sales Manager - Full Training br br Feel the freedom independence of managing your own protected route selling (more...)
Company: Mac Tools
Location: Doylestown
Posted on: 05/22/2019

Caf Manager
Description: Caf-- Manager Kendal at Oberlin Kendal at Oberlin's Dining Services Department has an opening for a full-time experienced Caf-- Manager. Essential Job Responsibilities: ul
Company: kendal at oberlin
Location: Oberlin
Posted on: 05/22/2019

Caf Manager
Description: Caf Manager Kendal at Oberlin Kendal at Oberlins Dining Services Department has an opening for a full-time experienced Caf Manager. Essential Job Responsibilities: Functions as an
Location: Oberlin
Posted on: 05/22/2019

Program Manager - Communities of Opportunity
Description: 1. Identify and develop resources on a property and regional level in conjunction with property and regional staff,
Company: Jonathan Rose Companies
Location: Independence
Posted on: 05/22/2019

Vice President
Description: Apply now br br VICE PRESIDENT br br Location: br br Cleveland, OH, US, 44115 Company: 1100-Applied Industrial Technologies br br As an Area Vice President -for the Fluid Power Division (more...)
Company: Applied Industrial Technologies
Location: Cleveland
Posted on: 05/22/2019

Raw Material Manager
Description: The Manager, Raw Material Health and Supplier Development br br position is responsible for putting processes and tools in place to optimize br br the inventory levels of raw materials to avoid (more...)
Company: PPG
Location: Cleveland
Posted on: 05/22/2019

Salon Manager; up to $2000 Bonus! - Madison
Description: OverviewWe know hair is more than just a sport or hobby: It's in your DNA.Famous Hair is where a new breed of salon managers are changing the way they work. It all starts with celebrating your creative (more...)
Company: Famous Hair
Location: Madison
Posted on: 05/22/2019

Log In or Create An Account

Get the latest Pennsylvania jobs by following @recnetPA on Twitter!

Erie RSS job feeds