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Investment Consultant - Gainesville FL

Gainesville, FL

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u003Ch2u003ERole:u003C/h2u003Eu003Cpu003Eu003Cstrongu003Eu003Cspanu003EBetter Begins Hereu003C/spanu003Eu003C/strongu003E:u003C/pu003Eu003Cpu003Eu00a0u003C/pu003Eu003Cpu003EAre 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.u003C/pu003Eu003Cdiv class=ats-intro\u003Enu003Ch2u003EResponsibilities:u003C/h2u003Enu003Cpu003Eu003Cstrongu003Eu003Cspanu003EBetter Begins with You:u003C/spanu003Eu003C/strongu003Eu003C/pu003Enu003Cpu003Eu00a0u003C/pu003Enu003Cpu003Eu003Cstrongu003Eu003Cemu003EA Day in the Life of an Investment Consultantu003C/emu003Eu003C/strongu003Eu003C/pu003Enu003Cpu003EStart 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 (u0026lt; $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. u00a0Establish 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.u003C/pu003Enu003C/divu003Eu003Cdiv class=ats-qualifications\u003Enu003Ch2u003ERequirements:u003C/h2u003Enu003Cpu003Eu003Cstrongu003ERequirements:u003C/strongu003Eu003C/pu003Enu003Culu003Enu003Cliu003EDeep commitment to client satisfaction and TDA Core Valuesu003C/liu003Enu003Cliu003EMinimum of 1 year within financial services industry with investment based sales or relationship management experienceu003C/liu003Enu003Cliu003EExperience in building interpersonal relationships with clients, prospects and business partnersu003C/liu003Enu003Cliu003EExperience positioning and presenting investment strategies to retail clients and business partners through face-to-face and phone meetingsu003C/liu003Enu003Cliu003EFINRA Series 7 license preferredu003C/liu003Enu003Cliu003EFINRA Series 66 (63/65) license (may be obtained - condition of employment)u003C/liu003Enu003Cliu003EBachelor's degree or equivalent combination of education and experience requiredu003C/liu003Enu003Cliu003EMilitary education or experience may be considered in lieu of civilian requirementu003C/liu003Enu003C/ulu003Enu003C/divu003Eu003Cimg src=****border= width=1 height=1 alt=Advertisement\u003E,datePosted:2018-08-04,employmentType:FULL_TIME,industry:Other,hiringOrganization:{@type:Organization,name:TD Ameritrade},identifier:{@type:PropertyValue,name:TD Ameritrade,value:2018-19255},jobLocation:{@type:Place,address:{@type:PostalAddress,addressCountry:US,streetAddress:,addressLocality:Gainesville,addressRegion:FL,postalCode:32601}}}

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