Financial Advisor - Annapolis, Md

TD Ameritrade

Annapolis, Maryland, United States
Base: $72,280 - $108,160 usd; bonus/equity: variab...
Onsite
Selling investments and providing financial plans
Delivering legendary customer service
Managing client relationships and goals
TD Ameritrade is seeking a Financial Advisor for its Annapolis, Maryland branch to guide clients in financial planning and investment management. The role emphasizes customer-centric service delivery and requires a strong background in financial advice and investment sales

Job Summary

  • The role is a three-year program with a forgivable draw designed for advisors to provide financial planning guidance and sell investment solutions.
  • Financial Advisors serve as the central point of contact to develop client relationships, achieve greater share of wallet, and help clients meet their asset accumulation and protection goals.
  • TD offers a comprehensive Total Rewards package including base salary, variable compensation, health benefits, retirement programs, and career development opportunities.

Matching Summary

Match Score: 85

TD Ameritrade is seeking a Financial Advisor for its Annapolis, Maryland branch to guide clients in financial planning and investment management. The role emphasizes customer-centric service delivery and requires a strong background in financial advice and investment sales.

Salary

Base: $72,280 - $108,160 USD; Bonus/Equity: Variable compensation/incentive awards eligible; Benefits: Health, savings, retirement, PTO, banking discounts

Skills & Requirements

Must-have

  • Selling investments and providing financial plans
  • Delivering legendary customer service
  • Managing client relationships and goals
  • Executing annual client reviews
  • Meeting quarterly and annual sales goals

Nice-to-have

  • Self-directed with strong planning ability
  • Fostering positive work environment
  • Community involvement and charity support
  • Coaching retail staff on wealth referrals

Key Requirements

  • Bachelor's degree strongly preferred
  • 2+ years of advice, planning, and investment sales experience
  • SIE, Series 7, and Series 63 licenses required
  • L&H and Series 66 (or equivalent) required or obtainable
  • Ability to travel five days a week within assigned market

Work Rights

Must be eligible for employment under FINRA standards; background checks required

Tailored Resume

Cover Letter