HireDiversity

Role:
We are currently seeking a Series 7 and 63 licensed Investment Consultant.

As an Investment Consultant at TD Ameritrade, you will assess, assist, and advise clients as they choose the services best suited for their needs. You will develop relationships with existing clients and build relationships with new clients. Your goal is to demonstrate to clients and prospects the value of the TD Ameritrade platform, resulting in asset accumulation and retention.

We have built a successful, client-focused business model and an outstanding work environment where you can grow your career. We value teamwork, integrity, service, open communication, and perseverance. If you want to work at a firm that truly values your contributions, consider a career at TD Ameritrade.

Our Investment Consultants are paid a base salary and are eligible for quarterly sales incentives based on individual production and Branch performance against both asset and new account targets. In addition, we offer a comprehensive benefits program that includes medical, dental, and 401(k).

Responsibilities:

• Make proactive, business development calls to prospects and clients
• Presentation of solutions to clients and prospects through face-to-face meetings
• Tracking of your activities through our client relationship management system
• Continuing to update your sales skills
• Responding to leads generated through our supplemental business development efforts

Requirements:

• Bachelor's degree preferred
• Series 7 and 63 or 66 (must pass Series 65 or 66 within 90 days of hire)
• 3 or more years of proactive, successful sales experience in the financial services industry
• Must be an outstanding communicator
• Possess comprehensive industry and investment knowledge, and
• Have the ability to present complex information in a way that enables clients to make informed investment decisions