CaryRecruiter Since 2001
the smart solution for Cary jobs

Private Client Investment Consultant - Cary or Greensboro, NC. or Greenville, SC.

Company: Td Ameritrade
Location: Cary
Posted on: March 25, 2020

Job Description:

Proactively 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 clients goals, needs, objectives, investment preferences and desired level of involvement for investing / managing their portfolio. 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. 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.Responsibilities:Responsible for growing an assigned practice of affluent 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 referralsProvide clients with a stronger bias for guidance with more frequent portfolio consultations, goal planning recommendations and introduction to specialized income teams dealing with annuities and fixed income solutionsBuild and solidify client relationships pre and post retirement through a distinctive experience that leverages TD Ameritrades unique value propositionAbility to partner within and across the organization to extend meaningful client value and overall service experience as measured through current company evaluation metricsAdheres 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 timesDemonstrates 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 dataRequirements:Outstanding 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 conceptsAbility to master TD Ameritrades guidance offerings and policies with expert level skills to provide periodic portfolio consultationsStrong track record in generating sales and a broad background in retirement products, general investment matters and applicable tax and estate planning issuesDemonstrated 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 businessExcellent interpersonal skills, phone sales skills and face-to-face relationship building abilitiesExcellent organizational skills and experience leveraging technology to improve efficiencies and effectiveness in roleComfortable working in a matrix reporting structure and consider/balance the needs of multiple stake holders Previous experience with financial/goal planning software and planning concepts preferred.Minimum of 5-8 years of demonstrated advisory, client management and sales experience providing complex financial planning services for high net worth ($750k+ ) clientsLife insurance licenses and CRPC-- or CFP-- designations requiredHealth insurance licenses preferred (obtaining these licenses will be a requirement within 60 days of hire)FINRA Series 7, 66 (or equivalents)4 year college degree preferredMilitary education or experience may be considered in lieu of civilian requirements listedCandidates who qualify for this role might have title and job responsibilties similar to: Financial Advisor, Wealth Management Advisor, Wealth Management, Financial Planner, Financial Planning, Investment AdvisorPandoLogic. Category: , Keywords: Investment Consultant

Keywords: Td Ameritrade, Cary , Private Client Investment Consultant - Cary or Greensboro, NC. or Greenville, SC., Professions , Cary, North Carolina

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category
within


Other Professions Jobs


Fleet Maintenance Supervisor
Description: br br Position Summary: br As a Penske Maintenance Supervisor you will use your excellent communication, organization, and multitasking skills to engage your diesel technicians, maintain good morale (more...)
Company: Penske
Location: Raleigh
Posted on: 04/3/2020

OTR Company Truck Drivers - Up to 55 CPM!
Description: br br br CDL A Truck Driver - OTR Drivers Opportunities for Company Drivers br br OTR Company Drivers - Up to 55 CPM br Dart is excited to announce our new pay program for Company Drivers (more...)
Company: The Dart Network
Location: Raleigh
Posted on: 04/3/2020

Contract Analyst I
Description: Job Overview:-- ul Develop and review contracts for low to medium complexity projects and see through to execution including MSAs, CDAs, ISAs, IPAs, WSCs, budgets if required, etc --- up to 50 on (more...)
Company: Covance
Location: Durham
Posted on: 04/3/2020


CDL-A Solo Company Truck Driver
Description: The Wheels That Move Your Future.Since its start in 1975, CalArk has established itself as the industry-leading, irregular route carrier that it has developed into today. We have a strong presence
Company: CalArk
Location: Raleigh
Posted on: 04/3/2020

Enterprise Data Quality Analyst-NC
Description: Atrilogy's direct client is looking for an Enterprise Data Quality Technical Analyst. This position is a full-time, direct-hire role that can sit in either Los Angeles, CA or Raleigh, NC. The Enterprise (more...)
Company: Atrilogy Solutions Group, Inc.
Location: Raleigh
Posted on: 04/3/2020

91D Power-Generation Equipment Repairer
Description: Since the Army National Guard uses a plethora of electronic systems, power is essential to success. As the Power-Generation Equipment Repairer, you'll supply the power to run virtually every aspect of (more...)
Company: Army National Guard
Location: Durham
Posted on: 04/3/2020

Enterprise Data Analyst-NC
Description: Atrilogy's direct client is looking for an Enterprise Data Analyst. This position is a full-time, direct-hire role that can sit in either Los Angeles, CA or Raleigh, NC. The Enterprise Data Analyst is (more...)
Company: Atrilogy Solutions Group, Inc.
Location: Raleigh
Posted on: 04/3/2020

Amazon Warehouse Jobs: Positions Open
Description: Hiring Now,
Company: CareersAndJob
Location: Raleigh
Posted on: 04/3/2020

Class A CDL Company Drivers
Description: Headquartered in Elk Grove Village, IL, Merx Global is a growing asset-based transportation company that provides comprehensive transportation solutions to customers throughout the United States. Our (more...)
Company: Merx Global
Location: Durham
Posted on: 04/3/2020

RPA Business Systems Analyst - BluePrism preferred
Description: Direct Hire - no sponsorship offered 5 years of RPA experience - will support Business Process Optimization Excellence in analyzing operational processes across the organization to drive optimization, (more...)
Company: NewBold Advisors
Location: Raleigh
Posted on: 04/3/2020

Log In or Create An Account

Get the latest North Carolina jobs by following @recnetNC on Twitter!

Cary RSS job feeds