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Branch Manager
Austin, TX
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Job Description
TD Ameritrade Holding Corp., through its brokerage subsidiaries, is a leading global online financial services firm. We provide investors with a broad range of brokerage, mutual fund, and consumer financial products and services on an integrated basis.
We are currently seeking a Series 7, 9/10 or 24, 63 and 65 or 66 Licensed Branch Manager for our Austin, TX Branch. Proven leadership, management, and motivational skills are required.
The job accountabilities include the following:
Development of branch sales professionals and branch production.
Growing sales knowledge and experience, improving processes and enhancing the client experience.
Ensuring advice practices are adhered to and developed plans meet suitability requirements.
Branch recruitment and staffing sales professionals in a timely manner.
Expanding and deepening client relationships by extending the entire product line.
Collaborating and building effective relationships to ensure seamless client service.
Ensuring sales professionals are developed, trained, knowledgeable of, and comply with established procedures.
Ensuring performance objectives are set collaboratively for all associates and that performance feedback is provided on a regular basis.
Training and supporting associates to meet their personal development objectives.
Requirements:
Ideal candidates will have a Bachelor's degree; Series 7, 9/10 or 24, 63 and 65 or 66 licenses; proven leadership, management, and motivational skills; 3 - 5 years of proactive, successful sales experience managing people in the financial services industry. You must also be an outstanding communicator, possess comprehensive industry and investment knowledge, and have the ability to present complex financial solutions in a way that enables clients to make informed investment decisions.
We offer a competitive salary, bonus and incentives as well as a comprehensive benefits program that includes medical, dental, and 401(k).
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Experience Required
5-10 YEARS
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Last Update
April 22, 2008
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