Investment Consultant

Company Name:
Scottrade
Investment Consultant - Mequon, WI
Job ID: 20140108-9441
Description:
Scottrade is seeking an energetic, career-minded professional to join our award-winning financial services company. This person needs to be a results-driven individual with an optimistic, team-oriented attitude. At Scottrade, individual development is one of our core values. We offer an extensive array of development opportunities as well as a competitive total compensation package.
The Scottrade culture fosters a positive work environment and encourages associate growth and enrichment in all aspects of life--not simply in your career. We believe it's crucial each associate maintain a healthy work/life balance, and we support that with generous vacation days, paid new parent leave benefit, wellness expense reimbursement, multiple opportunities to give back to your community and more.
JOB OVERVIEW
Our Investment Consultants are the force driving Scottrade's financial services network. Consultants partner with clients guiding them on the journey to financial success and embody Scottrade's culture of service, respect, and integrity.
Make proactive business development calls to clients, and prospects, for asset gathering purposes.
Use business development techniques to strengthen client relationships in order to drive value for the customer and Scottrade.
Partner with Scottrade Guidance Solutions Group to identify client needs and provide them with appropriate solutions.
QUALIFICATIONS
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.
Active Series 7 and 63 preferred.
Scottrade, Inc., an equal opportunity employer, is committed to inclusion and a diverse workforce.
Requirements:
Languages English ? Spoken, English ? Written
Location WI - Mequon

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