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Investment Consultant - Gainesville FL

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Gainesville, FL

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Investment Consultant - Gainesville, FL
in
Gainesville
Florida
Better Begins Here
Are 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.
Better Begins with You:
A Day in the Life of an Investment Consultant
Start 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 (
Requirements:
Deep commitment to client satisfaction and TDA Core Values
Minimum of 1 year within financial services industry with investment based sales or relationship management experience
Experience in building interpersonal relationships with clients, prospects and business partners
Experience positioning and presenting investment strategies to retail clients and business partners through face-to-face and phone meetings
FINRA Series 7 license preferred
FINRA Series 66 (63/65) license (may be obtained - condition of employment)
Bachelor’s degree or equivalent combination of education and experience required
Military education or experience may be considered in lieu of civilian requirement
TD Ameritrade is an equal opportunity employer. At TD Ameritrade we believe that people matter. We value diversity and believe that it transcends race, national origin, age, marital status, gender identity / expression, sexual orientation, citizenship status, service in the armed forces, disability, thoughts, ideas and perspectives. Our commitment to building an inclusive culture is aimed at attracting and retaining diverse talent, clients and shareholders to the firm. It's a belief that's core to the success of our organization.
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