Ft. Worth-Dallas TX. Investment Consultant Financial Advisor Job Openings

Investment Consultant Financial Advisor Jobs Dallas- Ft. Worth TX.

Ft. Worth-Dallas TX. Investment Consultant Job Description:

The Ft. Worth- Dallas TX. Investment Consultant will be responsible for managing ongoing client relationships by following up with phone calls and correspondence to clients. The Dallas Ft. Worth TX. Will be reviewing performing portfolios and providing transactional based advice on various investment products to Ameritrade clients. The candidate will be responsible for up selling current clients on Ameritrade’s advice offering. You will be required to have a strong knowledge of the securities industry, portfolio management theory, TD Ameritrade products and services, and the ability to effectively develop relationships with clients over the phone.

Ft. Worth- Dallas TX. Investment Consultant Financial Advisor Job Responsibilities:

The candidate for the Ft. Worth- Dallas TX. Investment Consultant job will need to manage a client base and make sure that all clients are receiving the proper attention and response effectively. You will be responsible for strengthening the client relationship and expand existing client wallet share by effectively presentation of Ameritrade’s investment products and services. You will need to receive inbound calls and effectively make outbound calls to current clients, perform advice transactions on a variety of investment products and services, and have the ability to follow a standard advice methodology in the delivery to clients. The candidate will also be responsible for 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.

Ft. Worth- Dallas TX. Investment Consultant Financial Advisor Job Requirements:

To qualify for this Ft. Worth-Dallas TX. Investment Consultant position, you will need to have a Series, 7, 66 or 63 registrations, a minimum of two years of experience in a financial service sales team position and must be self-motivated with an outgoing personality and work well in a team setting. The candidate should have outstanding communication, listening, relationship building and negotiating skills and should be capable of quickly building good rapport with clients, assessing their needs and presenting features and benefits of Ameritrade’s products and services, policies and procedures and new accounts. A Bachelor’s Degree is highly preferred.

TD Ameritrade is a 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 this Dallas-Ft. Worth TX. Investment Consultant Financial Advisor Job, please email your resume directly to Maggie.Davis@tdameritrade.com.

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

1Forbes award information available at www.forbes.com/platinum. TD Ameritrade, Inc., member FINRA/SIPC is a subsidiary of TD Ameritrade Holding Corporation. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company and The Toronto-Dominion Bank. Used with permission.

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