Investment Consultant - English/Cantonese/Mandarin language skills are desired.

Investment Consultant

TD 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 a Series 7 and 63 licensed Investment Consultant for our San Francisco, CA Branch.  English/Cantonese/Mandarin language skills are desired.

 

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.

Typical daily activities include 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, and responding to leads generated through our supplemental business development efforts.

Our compensation philosophy reflects our deeply held belief that the client relationship comes first and should not be compromised by commission sales. 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).

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.

Requirements:

Ideal candidates will have a Bachelor's degree; Series 7 and 63 or 66; 3 or more years of proactive, successful sales experience in the financial services industry.  English/Cantonese/Mandarin language skills are desired. You must also 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.

Qualified candidates should contact:

TD Ameritrade
Attn: Jeff Jin, Branch Manager
525 Market Street, Ground Floor
San Francisco, CA 94105
Fax: 415-495-6679

No phone calls please.
EOE M/F/D/V


KEY WORDS: Advisor, Brokerage, Financial, Investment Specialist, Sales

 

TD AMERITRADE is a trademark jointly owned by TD AMERITRADE IP Company and The Toronto-Dominion Bank.  TD AMERITRADE, Inc., member NASD/SIPC.