Investment Consultant - Pearland, TX

Td Ameritrade Pearland , TX 77584

Posted 2 days ago

Role:

Better Begins Here:

Are you a proactive team player who thrives in a fast-paced, dynamic work environment? 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. As part of our sales team, we will provide you an existing book of TDA clients and the opportunity to work with diverse existing clients. We offer more than just self-directed investment services! Based on the clients distinct needs, you will advise and educate clients on a wide range of services including: Goal Planning, recommendations of TD Ameritrade Investment Management Services, and complete wealth management portfolios.

Responsibilities:

Better Begins with You:

A Day in the Life of an Investment Consultant

Start your day with an energizing and encouraging huddle with your team, capturing goals, best practices and areas of focus for the day. Grow your own book of business by leveraging assigned book of business of TDA clients (< $250k in assets). generate potential business by connecting with existing and prospective clients over the phone, assessing their needs along the way. send leads to senior consultants on more complex client scenarios allowing for consultation with larger client base. establish strong client relationships through prospecting, lead utilization, pipelining initiatives, and local market/community involvement. plan client portfolios and stay current with financial industry and market trends. adhere to all compliance/risk procedures, follow corporate and industry protocols, and protect the interest of the client and tda at all times.

requirements:

  • deep commitment to client satisfaction and tda core values
  • minimum of 1 year within financial services industry with investment based sales or relationship management experience
  • experience in building interpersonal relationships with clients, prospects and business partners
  • experience positioning and presenting investment strategies to retail clients and business partners through face-to-face and phone meetings
  • finra series 7 license preferred
  • finra series 66 (63/65) license (may be obtained - condition of employment)
  • bachelor's degree or equivalent combination of education and experience required
  • military education or experience may be considered in lieu of civilian requirement
  • candidates who qualify for this role might have title and job responsibilities similar to: financial advisor, wealth management advisor, wealth management, financial planner, financial planning, financial consultant, investment advisor

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!

apply now send to email $250k="" in="" assets).="" generate="" potential="" business="" by="" connecting="" with="" existing="" and="" prospective="" clients="" over="" the="" phone,="" assessing="" their="" needs="" along="" the="" way.="" send="" leads="" to="" senior="" consultants="" on="" more="" complex="" client="" scenarios="" allowing="" for="" consultation="" with="" larger="" client="" base.="" establish="" strong="" client="" relationships="" through="" prospecting,="" lead="" utilization,="" pipelining="" initiatives,="" and="" local="" market/community="" involvement.="" plan="" client="" portfolios="" and="" stay="" current="" with="" financial="" industry="" and="" market="" trends.="" adhere="" to="" all="" compliance/risk="" procedures,="" follow="" corporate="" and="" industry="" protocols,="" and="" protect="" the="" interest="" of="" the="" client="" and="" tda="" at="" all="" times.="" requirements:="" *="" deep="" commitment="" to="" client="" satisfaction="" and="" tda="" core="" values="" *="" minimum="" of="" 1="" year="" within="" financial="" services="" industry="" with="" investment="" based="" sales="" or="" relationship="" management="" experience="" *="" experience="" in="" building="" interpersonal="" relationships="" with="" clients,="" prospects="" and="" business="" partners="" *="" experience="" positioning="" and="" presenting="" investment="" strategies="" to="" retail="" clients="" and="" business="" partners="" through="" face-to-face="" and="" phone="" meetings="" *="" finra="" series="" 7="" license="" preferred="" *="" finra="" series="" 66="" (63/65)="" license="" (may="" be="" obtained="" -="" condition="" of="" employment)="" *="" bachelor's="" degree="" or="" equivalent="" combination="" of="" education="" and="" experience="" required="" *="" military="" education="" or="" experience="" may="" be="" considered="" in="" lieu="" of="" civilian="" requirement="" *="" candidates="" who="" qualify="" for="" this="" role="" might="" have="" title="" and="" job="" responsibilities="" similar="" to:="" financial="" advisor,="" wealth="" management="" advisor,="" wealth="" management,="" financial="" planner,="" financial="" planning,="" financial="" consultant,="" investment="" advisor="" 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!="" apply="" now="" send="" to="">

requirements:

  • deep commitment to client satisfaction and tda core values
  • minimum of 1 year within financial services industry with investment based sales or relationship management experience
  • experience in building interpersonal relationships with clients, prospects and business partners
  • experience positioning and presenting investment strategies to retail clients and business partners through face-to-face and phone meetings
  • finra series 7 license preferred
  • finra series 66 (63/65) license (may be obtained - condition of employment)
  • bachelor's degree or equivalent combination of education and experience required
  • military education or experience may be considered in lieu of civilian requirement
  • candidates who qualify for this role might have title and job responsibilities similar to: financial advisor, wealth management advisor, wealth management, financial planner, financial planning, financial consultant, investment advisor

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!

apply now send to email>


See if you are a match!

See how well your resume matches up to this job - upload your resume now.

resumetriaasssdfel.jp… Change Resume
Find your dream job anywhere
with the LiveCareer app.
Download the
LiveCareer app and find
your dream job anywhere
lc_ad

Boost your job search productivity with our
free Chrome Extension!

lc_apply_tool GET EXTENSION

Similar Jobs

Want to see jobs matched to your resume? Upload One Now! Remove
Sales Lead Aeropostale Pear...

Aeropostale, Inc.

Posted 2 days ago

VIEW JOBS 8/13/2018 12:00:00 AM 2018-11-11T00:00 Role of the Sales Lead As a Sales Lead, you play a critical role in the store. You assist the Management Team to create the best experience for our customers. We rely on you to lead the selling effort, coach associates and share your love of fashion with anyone and everyone. The Sales Lead role is perfect if you want to learn Supervisory skills and allows for a flexible schedule. Since it's part-time, you can work around school schedules or other commitments. Who you are: * Outgoing, energetic and confident. * Results oriented. * Always looking to learn new skills. * Viewed as a leader at school, in community groups, among friends. * Stylish with a love of fashion. What you'll do: * Be a role model of excellent customer service and continually provide feedback to associates on the sales floor. * Achieve personal and store sales goals. * Communicate and coach associates on sales and conversion drivers. * Ensure store standards for merchandising and operations are met consistently. * Participate in store meetings and share your ideas to drive business. * Be a role model for our values of Respect, Integrity, Teamwork and Compassion. What you'll need: * A positive attitude and lots of energy. * Excellent customer service skills. * Ability to prioritize tasks and manage time well. * Strong merchandising skills and an eye for visual details. * Flexible availability to meet the needs of the business. Where you come from: * Minimum 19 years of age. * 2+ years of Supervisory experience. We offer a competitive salary, a casual work environment, a generous merchandise discount and realistic growth potential. Aéropostale is an equal opportunity employer, M/F. Aeropostale, Inc. Pearland TX

Investment Consultant - Pearland, TX

Td Ameritrade