Skip to main content
Saved Jobs 0
Search Jobs

Search Jobs

Financial Consultant- Long Beach, CA

Location Long Beach, California, United States Requisition ID 2021-71447 Category Financial Planning Position Type Regular
Apply Now

Your Opportunity

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.

Better Begins Here

Do you enjoy helping clients find ways to reach their financial goals?  Are you competitive and do you thrive in an environment where you are fairly compensated for your achievements? We are looking for a self-motivated financial professional that is passionate about connecting with clients, collaborating with others and achieving their personal and professional goals while contributing to those of TD Ameritrade.  We offer more than just self-directed investment services!  Our employees continuously advise and educate our clients on a wide range of services including, Goal Planning, recommendations of TD Ameritrade Investment Management Services, and complete wealth management portfolios.

What you are good at

Better Begins with You

What you have

  • Education Level required: 4 Year College Degree or Equivalent Experience
  • Years of Experience: 2+ years industry experience
  • Outstanding written and oral communication and problem-solving skills 
  • Has a strong understanding and ability to deliver client value in all areas of TDA’s products and services
  • Attention to detail, ability to prioritize effectively
  • Demonstrated experience with consultative sales techniques and experience in diagnosing affluent client financial situations and personal circumstances in order to propose appropriate solutions that secure client confidence and expanded business.
  • Excellent interpersonal skills, phone sales skills and relationship building abilities
  • Proactive team player able to work in a fast-paced environment
  • Strong computer skills, with proficiency in Excel, Word, Outlook, etc
  • Series 7 and Series 66 (or 63/65) REQUIRED
  • Military education or experience may be considered in lieu of civilian requirements listed

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!

Management Level:

Mid-Level Professional

Why work for us?

Own Your Tomorrow embodies everything we do! We are committed to helping our employees ignite their potential and achieve their dreams. Our employees get to play a central role in reinventing a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth.

Benefits: A competitive and flexible package designed to empower you for today and tomorrow. We offer a competitive and flexible package designed to help you make the most of your life at work and at home—today and in the future. Explore further.

Schwab is committed to building a diverse and inclusive workplace where everyone feels valued. As an Equal Opportunity Employer, our policy is to provide equal employment opportunities to all employees and applicants without regard to any status that is protected by law. Please click here to see the policy.

Schwab is an affirmative action employer, focused on advancing women, racial and ethnic minorities, veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at or call 800-275-1281.

TD Ameritrade, a subsidiary of Charles Schwab, is an Equal Opportunity Employer. At TD Ameritrade we believe People Matter. We value diversity and believe that it goes beyond all protected classes, thoughts, ideas, and perspectives.

Apply Now