Investment Consultant

Company Name:
Investment Consultant-Exton, PA
Job ID: 20142504-8962
The main purpose of this position is to provide exceptional client experiences that focus on meeting stated needs as well as uncovering unstated needs and providing appropriate solutions. This is accomplished through needs-based conversations that position Scottrade as a total solutions provider while preserving our award winning service reputation. The branch is a performance driven environment that focuses on personal goals as well as branch and organizational initiatives. Investment Consultants are expected to strive for excellence ensuring that individual performance targets are met while meeting operational and compliance requirements.
Make proactive business development calls to clients, and prospects, for asset gathering purposes.
Partner with Scottrade Guidance Solutions Group to identify client needs and provide them with appropriate solutions.
Use business development techniques to strengthen client relationships in order to drive value for the customer and Scottrade.
Develop relationships with clients and establish new accounts. Perform follow up procedures to ensure that accounts are funded.
Provide exceptional service to clients, while also driving revenue opportunities for the firm.
Track sales activities in the client relationship management system.
Assist with the daily operations of the branch by working reports and following up with clients as necessary.
Partner with Scottrade Lines of business to service the client.
Present branch seminars in a professional and effective manner, tailoring to client needs as appropriate.
Perform other duties as assigned.
Knowledge, Skills, and Abilities:
Excellent customer service skills with strong phone sales ability.
Ability to develop meaningful relationships utilizing interpersonal skills.
Motivated to achieve goals in a performance driven sales atmosphere.
Excellent verbal and written communication skills.
Excellent understanding of the stock market.
Excellent organizational skills with the ability to multi-task in a fast paced client-facing environment.
Ability to respond quickly to changing environments.
Excellent research/problems solving skills and basic math skills.
Quick and accurate data entry/typing skills.
High level of integrity and ability to maintain a high degree of confidentiality.
Intermediate level proficiency with Microsoft Word, Excel, Outlook, and Internet Explorer.
Foster company success through a professional appearance, being courteous to customers and all Scottrade associates and by having a positive attitude.
Education and Experience:
Bachelor's degree in Finance, Business, or related field, or equivalent combination of education and experience required.
1+ years related sales or financial services industry experience required.
1+ years brokerage industry experience preferred.
Current Series 7 and 63 Licenses required. Clean U4 securities record required.
Scottrade, Inc., an equal opportunity employer, is committed to inclusion and a diverse workforce.
Languages English ? Spoken, English ? Written
Location PA - Exton

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