Investment Consultant - (US-TX-Fort Worth - 76199)

Minimum Education: None
Job Type: Full Time
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Responsibilities and Requirements : Investment ConsultantWork in Fort Worth, TexasTD Ameritrade Holding Corp., through its brokerage subsidiaries, is a leading global financial services firm. We provide investors with a broad range of brokerage, mutual fund, and consumer financial products and services on an integrated basis.We are currently seeking Series 7, 66, or 63 licensed Investment Consultants for our Fort Worth, Texas Location. :The Investment Consultant is responsible for managing ongoing client relationships through scheduled follow-up calls and correspondence to clients. Investment Consultants will be responsible for performing portfolio reviews and providing transactional based advice on various investment products to Ameritrade clients. In addition, this individual will be responsible for up selling current clients on Ameritrade's advice offering. These activities will require a strong knowledge of the securities industry, portfolio management theory, Ameritrade products and services, and the ability to effectively develop relationships with clients over the phone. Effectively manage a client base, ensuring that all clients receive the proper attention and response Strengthen the client relationship and expand existing client wallet share through effective presentation of Ameritrade's 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 Record accurate client data and profile information that can be used to further assist clients Utilize technology to serve clients in a rapidly changing environment.

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