Financial Services Advisor Job Openings
Financial Services Advisor Investment Consultant Ft. Worth-Dallas TX.Job Description:
The Financial Services Advisor Investment Consultant Ft. Worth- Dallas TX. 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.
Investment Consultant Job Ft. Worth- Dallas TX. Responsibilities:
The candidate for the Financial Services Advisor Investment Consultant Ft. Worth- Dallas TX. 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.
Investment Consultant Job Ft. Worth- Dallas TX. Requirements:
To qualify for this Ft. Worth-Dallas TX. Financial Services Advisor 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.
To apply for this Financial Services Advisor Investment Consultant position in Ft. Worth Dallas TX. please 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 Furlong
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