Financial Advisor Associate - North Andover, Massachusetts

TD Ameritrade

North Andover, Massachusetts, United States of America
Base: $61,880 - $92,560 usd; bonus/equity: eligibl...
Onsite
Client relationship management
Financial needs analysis
Investment and insurance strategies
TD Ameritrade is seeking a Financial Advisor Associate in North Andover, Massachusetts, to help clients manage their wealth and achieve financial goals. The role involves building client relationships, providing personalized financial advice, and educating prospects on investment and insurance strategies

Job Summary

  • The Financial Advisor Associate serves as a fiduciary to provide objective financial advice and long-term retirement planning for TD Wealth clients.
  • The role involves analyzing client financial information to recommend personalized investment and insurance strategies that meet wealth creation objectives.
  • TD offers a competitive total rewards package including base salary, variable compensation, health benefits, and extensive career development opportunities.

Matching Summary

Match Score: 85

TD Ameritrade is seeking a Financial Advisor Associate in North Andover, Massachusetts, to help clients manage their wealth and achieve financial goals. The role involves building client relationships, providing personalized financial advice, and educating prospects on investment and insurance strategies.

Salary

Base: $61,880 - $92,560 USD; Bonus/Equity: Eligible for cash and/or equity incentive awards; Benefits: Health, savings, retirement, PTO, banking discounts

Skills & Requirements

Must-have

  • Client relationship management
  • Financial needs analysis
  • Investment and insurance strategies
  • SalesForce proficiency
  • Money Guide Pro proficiency
  • Consultative sales experience

Nice-to-have

  • Strong interpersonal skills
  • Community involvement
  • Mentoring new associates
  • Deepening wallet share
  • Positive work environment

Key Requirements

  • Bachelor's degree strongly preferred
  • SIE & Series 7 required
  • L&H and Series 66 licenses or ability to obtain
  • 1+ years relevant financial services experience
  • Eligible for FINRA registration

Work Rights

Not specified

Tailored Resume

Cover Letter