Sunday, October 2, 2011

Investment Consultant - San Francisco, CA

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TD Ameritrade Holding Corporation, through its brokerage subsidiaries, provides a dynamic balance of investment products and services that make it the investment firm of choice for millions of retail investor and independent registered investment advisor (RIA) clients. Listed by Forbes as one of America's best big companies, 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, as well as relationships with one of the largest independent RIA networks.

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

TD Ameritrade is currently taking applications for this Investment Consultant opportunity. This position is a result of TD Ameritrade's expansion efforts as well as our commitment to serve our growing number of clients. Candidates interested in being considered should apply now!

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 companies1, 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.

Our associates are at the heart of what we do. We believe in teamwork, putting clients first, building strong relationships, achieving quality results and working with integrity.

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

    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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