CAIA's Career Center is an easy-to-use, comprehensive resource connecting job seekers with employers in the growing AI field. Use your knowledge and credibility to advance your career or build a talented team for your organization. Opportunities targeted to CAIA Charterholders are prioritized.
In order to search for jobs specifically for CAIA Charterholders or those pursuing the CAIA Charter please enter “CAIA” in the search panel.
This will enable you to search for CAIA specific roles globally.
Branch Manager - Fort Myers, FL Florida, Fort Myers/en-US/TDAmeritrade_careers/job/Florida-Fort-Myers/Branch-Manager---Fort-Myers--FL_25422/apply
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.
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)
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.
Posted 21 Days AgoFull time25422 Were in the business of transforming lives and investing for the better. This is not a catchphrase, its our essence. Its a rally cry for everything we do, everything we say, everything we embody. This is the promise we make each day to positively impact our clients, our Associates, our communities, and our shareholders. Because change doesnt happen overnight. It happens in the daily high standards we set for ourselves and our role in the world. This purpose gives us a clear sense of responsibility. As a leadership brand, we utilize our assets, our scale and our people for a greater good.