Associate Private Client Relationship Manager - Coral Gables, Florida

TD Ameritrade

Coral Gables, Florida, United States of America
Base: $72,280 - $108,160 usd; bonus/equity: eligib...
**
Series 7, 63, and 65 or 66 securities licenses
3 years production or client support experience
4-year degree or equivalent experience
** TD Ameritrade is seeking an Associate Private Client Relationship Manager in Coral Gables, Florida, to serve high-net-worth clients with a focus on enhancing relationships and client satisfaction. The role involves proactive client engagement and collaboration with various specialists within TD Wealth to provide comprehensive financial solutions. **

Job Summary

  • The Associate Private Client Relationship Manager serves as the central point of contact for high net worth clients with lower balances.
  • This role is accountable for retaining and growing assigned client relationships while exceeding client expectations for service.
  • TD offers a competitive total rewards package including base salary, variable compensation, health benefits, and career development programs.

Matching Summary

Match Score: 75

** TD Ameritrade is seeking an Associate Private Client Relationship Manager in Coral Gables, Florida, to serve high-net-worth clients with a focus on enhancing relationships and client satisfaction. The role involves proactive client engagement and collaboration with various specialists within TD Wealth to provide comprehensive financial solutions. **

Salary

Base: $72,280 - $108,160 USD; Bonus/Equity: Eligible for cash and/or equity incentive awards; Benefits: Health, well-being, savings, retirement, PTO, banking discounts

Skills & Requirements

Must-have

  • Series 7, 63, and 65 or 66 securities licenses
  • 3 years production or client support experience
  • 4-year degree or equivalent experience
  • Proactive client outreach and retention
  • Knowledge of HNW client needs and products

Nice-to-have

  • Consultative sales experience preferred
  • Ability to work independently and in teams
  • Membership in civic and professional organizations
  • Strong communication skills verbal and written
  • Proficiency in Microsoft Office applications

Key Requirements

  • Series 7 license required
  • Series 63 license required
  • Series 65 or 66 license required
  • Life and Health insurance license required
  • Minimum 3 years related experience required
  • Bachelor's degree or equivalent required

Work Rights

Not specified

Tailored Resume

Cover Letter