Investment Consultant Dallas Ft Worth TX Jobs Financial Investment Advisory Services

Investment Consultant Dallas Ft Worth TX Job Openings

To apply for the Investment Consultant Dallas Ft Worth TX job, email your resume directly to Maggie.davis@tdameritrade.com or, click the apply here button below.

Investment Consultant Dallas Ft Worth TX Job Description:

• Manage ongoing client relationships by following up with phone calls and correspondence.
• Review performing portfolios and provide transactional based advice on various investment products.
• Up selling current clients on our advice offering.

Investment Consultant Dallas Ft Worth TX Job Responsibilities:

• Manage a client base and make sure each client is receiving the proper attention and response in a timely manner.
• Strengthen the client relationship and expand existing client wallet share by effectively presenting our investment products and services.
• Receive inbound calls and effectively make outbound calls to current clients.
• Perform advice transactions on a variety of investment products and services
• Ability to follow a standard advice methodology in the delivery to clients.
• Recording accurate client data and profile information that can be used to further assist clients and utilize technology to serve clients in a rapidly changing environment.

Investment Consultant Dallas Ft Worth TX Job Requirements:

• Series 7,66 or 63 registrations
• Bachelor’s Degree is highly preferred
• 2 years of experience in a financial service sales team position
• Self-Motivated with an outgoing personality and a team player
• Outstanding communication, listening, relationship building and negotiating skills and able to build a good rapport with clients quickly.
• Assess the client’s needs and present features and benefits of our products and services, policies and procedures and new accounts.

We are the leading organization that has provided brokerage and investment services for over 30 years. Listed in Forbes as one of America's best big companies 1, the Company offers a full spectrum of investment services, including a leading active trader program, intuitive long-term investment solutions and a national branch system. Through our brokerage subsidiaries, we provide innovative, powerful online trading tools and services to individual investors.

To apply for the Investment Consultant Dallas Ft Worth TX job, email your resume directly to Maggie.davis@tdameritrade.com or, click the apply here button below.

TD Ameritrade is an Equal Opportunity Employer. We value diversity and offer a quality workplace.

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Post by Jennifer J. Furlong