Financial Consultant Development Academy - Southlake, TX

TD Ameritrade

Financial Consultant Development Academy - Southlake, TX

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We are seeking highly motivated individuals interested in a career in financial services to make a difference for our clients and help them achieve their financial goals.  Career changers and/or college graduates are ideal for this developmental opportunity. As a Business Development Specialist in our Financial Consultant Development Academy, you will have a unique opportunity to be trained by experienced professionals and prepare for a Financial Consultant  position in one of our branches or in our corporate office located in Southlake, TX*.

*As a result of the COVID-19 pandemic, all roles, including new hires, will continue to train and work from home while social distancing measures are in place.

Through the TD Ameritrade Financial Consultant Development Academy, you will:

  • Earn credentials for the brokerage registration exams (SIE, 7 & 66)

  • Learn how to provide world-class service to clients over the phone while building market expertise in preparation for building individual client relationships

  • Develop consultative sales skills through a needs-based process to provide helpful and relevant solutions to clients

  • Develop your skills with help from a hands-on manager who will assist with navigation through the Academy and your transition to a role in a TD Ameritrade branch

Successful Academy participants will be offered the opportunity to apply for a Financial Consultant position in one of our branches located across the country or a position in our corporate office located in Southlake, TX. (Relocation may be required and if so, relocation assistance will be provided.)

The Academy is expected to begin in June 2021.Training period in the academy before moving to next role is expected to last at least 9 months.


  • Develop strong relationships with clients, prospects and business partners

  • Assess, assist, and advise existing and prospective clients in the selection of products and services best suited to meet their financial goals in order to generate new sales opportunities

  • Adhere to all compliance/risk procedures, follows corporate and industry protocols, and acts in a manner which protects the interests of the customer and TD Ameritrade at all times

  • Ability to communicate investment strategies, through face-to-face meetings and/or phone presentations, in a clear and concise manner to retail clients that enables clients to make informed investment decisions

  • Identify, execute and follow-up on all opportunities to establish new customer relationships including prospecting, leads, referral generation and local market / community involvement

  • Position appropriate products -- through balanced presentations -- to each client’s current needs and long term financial strategy

  • Demonstrate the value of the TD Ameritrade platform, resulting in asset accumulation and retention


  • Excellent interpersonal and organizational skills

  • Ability to work in a fast-paced environment with specific sales targets and goals

  • Ability to work in a highly autonomous environment while meeting all sales/service demands

  • Possess advanced analytical skills with the ability to prioritize complex tasks

  • Displays the confidence, skill and professionalism demanded to resolve critical issues in a manner that strengthens the client relationship and mitigates risk for the firm

  • Must have a sense of urgency, ability to multi-task, excellent organizational skills, and strong prioritization skills

  • Must possess excellent oral and written communication skills, strong attention to detail

  • Sales and/or financial services experience preferred (Internships will be considered as experience)

  • Must be able to successfully pass the SIE, series 7 & 66 within 90 days of hire

  • College degree at time of hire

  • Military education or experience may be considered in lieu of civilian requirements

Apply now

Job ID: 6771

Posted 5 days ago

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