Job Title: Investment Consultant - 99 Wall Street NY, NY
Job ID: 100740
Location: New York, New York
Full/Part Time: Full-Time
Manager level: Second Level Professional
A leader in brokerage and investment services for over 35 years, TD Ameritrade offers a full spectrum of powerful solutions and innovative tools for trading and investing. We're constantly expanding our knowledge and bolstering our capabilities, from a leading active trader program to intuitive long-term investment solutions and a national branch system. Combined with some of the industry's brightest minds, there's no limit to how big our accomplishments can be.
From first-time investors to sophisticated traders, TD Ameritrade is focused on helping individuals seek out their financial goals. And you're the ambassador to all that we do. Beginning with our trading platform and proprietary technology to our resolve to outperform, you'll maintain the high level of quality and integrity we're known for, each and every day. With the right opportunity, there's no limit to what you can accomplish.
As a leading employer in financial services, we believe in building strong relationships, achieving quality results and working with integrity. It's at the heart of everything we do. That's why we provide you with comprehensive training, benefits and programs that inspire you to achieve more every day. Apply to a TD Ameritrade job today and help our clients pursue their dreams, while you fulfill yours.
Applicants must be eligible to work in the U.S. Immigration sponsorship is typically not available for this position.
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).
- 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
TD Ameritrade participates in the E-Verify program for those states requiring E-Verify. For additional information on this program please click here .
- 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.
TD Ameritrade, Inc. member FINRA/SIPC/NFA is a subsidiary of TD Ameritrade Holding Corporation (NASDAQ: AMTD). TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company and the Toronto-Dominion Bank. © 2012 TD Ameritrade IP Company, Inc. All rights reserved. Used with permission.
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