Business Development Specialist - Fort Lauderdale, FL TD Ameritrade 457 reviews - Fort Lauderdale, FL Securities licenses 7 and 66 are required prior to hire. The Business Development Specialist (BDS) at TD Ameritrade is dedicated to one Senior Financial Consultant within the high net worth space. You will assess, assist, and advise existing and prospective clients in the selection of products and services best suited to meet their financial goals. In addition, the BDS will work collaboratively with fellow colleagues in the Branch to provide and ensure highest levels of service and positive experience to our clients. You have a unique opportunity to have a true mentoriship with a top producing Senior Financial Consultant and immediate exposure to high net worth clients with more sophisticated financial planning discussions. * Develop strong relationships with clients, prospects and business partners. * Assess, assist, and advise existing and prospective clients in the selection of products and services best suited to meet their financial goals in order to generate new sales opportunities. * Adhere to all compliance/risk procedures, follows corporate and industry protocols, and acts in a manner which protects the interests of the customer and TD Ameritrade at all times. * Ability to communicate investment strategies, through face-to-face meetings and/or phone presentations, in a clear and concise manner to retail clients that enables clients to make informed investment decisions. * Identify, execute and follow-up on all opportunities to establish new customer relationships including prospecting, leads, referral generation and local market / community involvement. * Position appropriate products - through balanced presentations - to each clients current needs and long term financial strategy. * Demonstrate the value of the TD Ameritrade platform, resulting in asset accumulation and retention. * Excellent interpersonal and organizational skills. * Ability to work in a fast-paced environment with specific sales targets and goals. * Ability to work in a highly autonomous environment while meeting all sales/service demands. * Possess advanced analytical skills with the ability to prioritize complex tasks. * Displays the confidence, skill and professionalism demanded to resolve critical issues in a manner that strengthens the client relationship and mitigates risk for the firm. * Must have a sense of urgency, ability to multi-task, excellent organizational skills, and strong prioritization skills. * Must possess excellent oral and written communication skills, strong attention to detail. * 1-2 years sales experience required. * Series 7 required. * Series 66 (or 63/65) preferred (must pass Series 66 within 90 days of hire). * 4 year college degree preferred. * Military education or experience may be considered in lieu of civilian requirements. 13 hours ago - save job - original job Apply On Company Site Other jobs you may like Business Development Specialist ArchieMD, Inc. - Boca Raton, FL 12 days ago Easily apply Business Development Specialist Autosource Motors