Sean Daly

Senior Investment Consultant @Td Ameritrade

Scottsdale, AZ, US

Organically grow practice leveraging full spectrum of guidance solutions, goal based planning tool, and discussing key wealth management issues for practice clients above $250K. Collaborate with multiple business partners to create an unsurpassed client experience and meet the client’s broad range of investment needs. Assess clients’ financial circumstances and investment objectives. Advise clients on advantages and disadvantages of various investment products. Manage diverse client portfolios and stay current with financial industry and market trends. Place high priority on client satisfaction and cultivate long term client relationships. Provide a superior client experience to achieve client advocacy. Adhere to all compliance/risk procedures, follow corporate and industry protocols, and protect the interest of the client and TDA at all times. • Deep commitment to client satisfaction and TDA Core Values • Minimum of 3 years within financial services industry with investment based sales and relationship management experience • Ability to communicate investment strategies in a clear and concise manner to retail clients and business partners that enables clients to make informed investment decisions • Experience positioning and presenting investment strategies to retail clients and business partners through face-to-face and phone meetings • Proven ability to develop strong relationships with clients, prospects and business partners • Proactive team player able to work in a fast-paced environment • Strong analytical, organizational, presentation, and computer skills

Bellevue University

Bachelor of Science, Marketing Management

Bellevue University

Bachelor's degree, Marketing/Marketing Management, General