Financial Advisor - Wealth Direct at TCF National Bank in Maplewood, Minnesota

Job Description:

TCF National Bank

TCF is proud to be an Affirmative Action and Equal Opportunity Employer, Minority/Female/Disabled/Veteran/Gender Identity/Sexual Orientation.

ID: 2021-5235
Location: US-MN-Maplewood
Category: Wealth Management
Position Type: Regular Full Time

Overview

TCF Bank is a premier Midwest bank offering consumer and commercial banking, trust and wealth management, and specialty leasing and lending products and services to consumers, small businesses and commercial clients. We are proud to be an equal employment opportunity employer.

Our team members will join other professionals that share the philosophy of making a positive impact. We are committed to building better communities by improving the quality of life in the communities we serve.

With TCF Bank, you will be part of a fast-paced, community-minded organization while enjoying excellent benefits and top career opportunities.

TCF National Bank and its affiliated companies (collectively TCF) is an equal employment opportunity employer. TCF's policy is not to discriminate against any applicant or employee because of race, color, religion, sex, pregnancy (including childbirth and related medical conditions), sexual orientation, gender identity, national origin, age, marital or familial status, genetic information, disability status, protected veteran or military status or any other characteristic protected by applicable law. TCF also prohibits harassment of applicants or employees based on any of these protected categories. TCF's policy is to take affirmative action to employ and to advance in employment all persons regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status or other characteristic as required by applicable law.

TCF provides reasonable accommodations to applicants and employees with disabilities. If you need an accommodation or assistance in the application process, please contact TCF Human Capital Management at [1-833-HCM-8454 or [HCMSC@tcfbank.com].

Job Summary

Are you a team player who can successfully lead clients to a profitable portfolio? Are you passionate about advising clients on investment opportunities in order to help them achieve their financial goals? If so, our centralized team of Advisors may be the place for you.

REQUIRED KNOWLEDGE AND SKILLS

• Demonstrated ability to sell products and services to investment clients; evidence of strong sales results.
• FINRA Series 7, 63, 65 or 66 and state life and health insurance license.
• Knowledge of financial concepts, investment products, portfolio analysis, goal setting and cash flow; knowledge of the securities industry, financial planning and investment management.
• Proficient in Microsoft Office (Outlook, Word, Excel).
• Ability to approach problems/decisions with sound judgment; must be a self-starter and a problem solver.
• Advanced listening, written and oral communication skills; strong persuasive and interpersonal skills.
• Embody a "Win as a Team" philosophy, contributing to the collective whole.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Collaborate with your team and retail partners to deliver advice to existing clients via inbound and outbound call campaigns
• Proactively build relationships with existing clients to meet business objectives including asset consolidation, diversification, and client deepening
• Evaluate client needs to help inform investment strategies
• Understand and explain financial markets and economic conditions to clients
• Recommend appropriate TCF Investment Services' products and services to meet clients' financial goals by utilizing consultative selling skills

• Analyze portfolio performance reports, in conjunction with Wealth Management research and external parties, to make recommendations for change
• Prepare and complete customer transactions that guarantee exceptional quality and necessary attention to detail in accordance with Cetera, regulatory, and program policies and guidelines.
• When a referral is necessary to either a Regional Wealth Advisor or a Branch FA, ensure a seamless introduction and handoff.
• Ensure the efficient operation of the daily work flow, and adherence to regulatory and compliance standards/guidelines.
• Complete data entry and information retrieval using broker dealer website and various computer programs.
• Meet client contact and sales & service goals through outbound calling and business development activities.

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