Better Begins Here

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. 

The Business Development Specialist (BDS) at TD Ameritrade will assess, assist, and advise existing and prospective clients in the selection of products and services best suited to meet their financial goals. In addition, the BDS will work collaboratively with fellow colleagues in the Branch to provide and ensure highest levels of service and positive experience to our clients.

Better Begins with You

A Day in the Life of a Business Development Specialist

• 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.
• 1-2 years sales experience required.
• Series 7 preferred.
• Series 66 (or 63/65) preferred (must pass Series 66 within 90 days of hire).
• 4 year college degree preferred.
• Military education or experience may be considered in lieu of civilian requirements.

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!

At TD Ameritrade we help individual investors pursue their financial goals through our brokerage subsidiaries. For more than 40 years we have been serving individual investors – from the first-time investor to the sophisticated trader, and from the “do-it-yourself” to the “do-it-for-me” investor. We offer a broad range of investment tools and services – all at a great value.

We engage with our clients in many different ways including online, on-the-go via mobile applications, over the phone or through independent registered investment advisors. Our clients choose how they want to work with TD Ameritrade – not the other way around.