Service and maintain positive relationships with medium Registered Investment Advisors (RIAs) and their clients.  Advisors serviced typically have assets under management from $30 to $300 million. Broad knowledge of the features and benefits of products and services that TD Ameritrade offers.

• Communicate with Registered Investment Advisors via inbound and outbound phone calls as well as emails
• Independently addresses clients’ needs to the appropriate extent, referring them to additional resources as needed
• Retain knowledge of the Advisor Relations client segment which includes knowledge of RIA business models, competitive space, and predominant needs and objectives of advisors
• Preserve business relationships and expand upon them
• Carry out advisor instructions in an accurate manner to achieve desired qualitative and quantitative outcomes
• Effectively analyzes situations, applying knowledge of relevant products and services to resolve matters
• Probes to cross-sell alternative products, services and investment options
• Participates in cross training of appropriate level tasks in other functional areas

• 3 years related experience
• Minimum 1 year experience working with high net worth clients
• Must have a thorough understanding of the brokerage business, must keep current with products, services, features and benefits to include industry and market developments
• Demonstrated ability to work well in high pressure, fast paced situations
• Displays the confidence, skill and professionalism demanded by this client segment 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
• Series 7 and 63 required
• 2 Year College Degree required
• Military education or experience may be considered in lieu of civilian requirements listed

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.