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Job Details

Private Client Investment Consultant - Southlake TX

Company name
TD Ameritrade IP Company, Inc

Southlake, TX

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\u003Ch2\u003ERole:\u003C/h2\u003E\u003Cp\u003EProactively contact, manage and develop an assigned, existing high net worth/ affluent client relationship practice. Primary goals are to deepen relationships, retain assets, drive cross-sell and asset consolidation opportunities. Our Private Client Investment Consultant (PCIC) associates follow a consultative dialogue approach to better understand each client's goals, needs, objectives, investment preferences and desired level of involvement for investing / managing their portfolio.\u00a0\u00a0 Successful candidates will be able to deliver high-value and a personalized client experience by creating awareness of needs and matching them with relevant services, platforms, education, products and offerings that help drive loyalty, retention and improved overall satisfaction.\u00a0 PCIC associates will need to be able to leverage planning and analytical tools to present high value solutions across a wide spectrum of client needs and preferences, spanning self-directed to full delegator investor types.\u003C/p\u003E\u003Cdiv class=\ats-intro\\u003E
\u003Cli\u003E\t\tResponsible for growing an assigned practice of affluent\u00a0 clients through identifying value added products, services and solutions. Identify and consolidate client assets held outside of TD Ameritrade and develop additional business through client referrals\u003C/li\u003E
\u003Cli\u003E\t\tProvide clients with a stronger bias for guidance with more frequent portfolio consultations, goal planning recommendations and introduction to specialized income teams dealing with\u00a0 annuities and fixed income solutions\u003C/li\u003E
\u003Cli\u003E\t\tBuild and solidify client relationships pre and post retirement through a distinctive experience that leverages TD Ameritrade's unique value proposition\u003C/li\u003E
\u003Cli\u003E\t\tAbility to partner within and across the organization to extend meaningful client value and overall service experience as measured through current company evaluation metrics\u003C/li\u003E
\u003Cli\u003E\t\tAdheres to all compliance/risk procedures, follows corporate and industry protocols and acts in a manner which protects the interests of the client and TD Ameritrade at all times\u003C/li\u003E
\u003Cli\u003E\t\tDemonstrates proficiency in learning/utilization of the Salesforce contact management system, Money Guide Pro. Microsoft office suite and other internal systems. Is committed to the integrity and accuracy of all client information and data\u003C/li\u003E
\u003C/div\u003E\u003Cdiv class=\ats-qualifications\\u003E
\u003Cli\u003E\t\tOutstanding communication and problem solving skills. Has strong / deep understanding and ability to deliver client value in the areas of self-directed investor tools, research and trader offerings. Deep industry knowledge of managed money solutions and financial planning concepts\u003C/li\u003E
\u003Cli\u003E\t\tAbility to master TD Ameritrade's guidance offerings and policies with expert level skills to provide periodic portfolio consultations\u003C/li\u003E
\u003Cli\u003E\t\tStrong track record in generating sales and a broad background in retirement products, general investment matters and applicable tax and estate planning issues\u003C/li\u003E
\u003Cli\u003E\t\tDemonstrated experience with consultative sales techniques and experience in diagnosing affluent client financial situations and personal circumstances in order to propose appropriate solutions that secure client confidence and expanded business\u003C/li\u003E
\u003Cli\u003E\t\tExcellent interpersonal skills, phone sales skills and face-to-face relationship building abilities\u003C/li\u003E
\u003Cli\u003E\t\tExcellent organizational skills and experience leveraging technology to improve efficiencies and effectiveness in role\u003C/li\u003E
\u003Cli\u003E\t\tComfortable working in a matrix reporting structure and consider/balance the needs of multiple stake holders\u00a0\u003C/li\u003E
\u003Cli\u003E\t\tPrevious experience with financial/goal planning software and planning concepts preferred.\u003C/li\u003E
\u003Cli\u003E\t\tMinimum of 5-8 years of demonstrated advisory, client management and sales experience providing complex financial planning services for high net worth ($750k ) clients\u003C/li\u003E
\u003Cli\u003E\t\tLife insurance licenses and CRPC or CFP designations required\u003C/li\u003E
\u003Cli\u003E\t\tHealth insurance licenses preferred (obtaining these licenses will be a requirement within 60 days of hire)\u003C/li\u003E
\u003Cli\u003E\t\tFINRA Series 7, 66 (or equivalents)\u003C/li\u003E
\u003Cli\u003E\t\t4 year college degree preferred\u003C/li\u003E
\u003Cli\u003E\t\tMilitary education or experience may be considered in lieu of civilian requirements listed\u003C/li\u003E
\u003C/div\u003E\u003Cimg src=\;sz=1x1;ord=0123456789;dc_lat=;dc_rdid=;tag_for_child_directed_treatment=?\ border=\0\ width=\1\ height=\1\ alt=\Advertisement\\u003E,datePosted:2018-06-09,employmentType:FULL_TIME,industry:Other,hiringOrganization:{@type:Organization,name:TD Ameritrade},identifier:{@type:PropertyValue,name:TD Ameritrade,value:2018-18264},jobLocation:{@type:Place,address:{@type:PostalAddress,addressCountry:US,streetAddress:,addressLocality:Southlake,addressRegion:TX,postalCode:76092}}}

Company info

TD Ameritrade IP Company, Inc
Website :

Company Profile
When the Securities and Exchange Commission eliminated the practice of fixed brokerage commissions on May 1, 1975, none of the major brokerage firms at the time thought anyone would ‘break ranks’ and offer discounted commissions. But, a handful of small firms, including First Omaha Securities, Inc., saw a unique opportunity. First Omaha Securities evolved into TD Ameritrade, and for over 35 years has remained a pioneer in an industry that continues to innovate new ways that make Wall Street more accessible to the individual investor. In the 1980s and 1990s, TD Ameritrade pioneered a number of ‘firsts,’ leveraging technology to make investing easier, faster, and more efficient. In 1988, the company was the first to offer touch-tone phone trading. And, in 1995 it acquired K. Aufhauser & Co., which was credited with executing the first online trade in 1994. Following its Initial Public Offering (IPO) in March 1997, the company combined its various brokerage units into one broker dealer, Ameritrade, Inc., and launched its first national advertising campaign, complete with a pricing philosophy that continues today.

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