Financial Advisor Associate - Montgomery County, Pa

TD Ameritrade

Flourtown, Pennsylvania, United States of America
Base: $61,880 - $92,560 usd; bonus/equity: eligibi...
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Sie and series 7 license required
L&h and series 66 license or equivalent
Consultative sales experience required
** TD Ameritrade is seeking a Financial Advisor Associate in Flourtown, Pennsylvania, to build and maintain client relationships by addressing their wealth management needs. The ideal candidate should have strong interpersonal skills, a solid understanding of financial products, and a commitment to client-centric service. **

Job Summary

  • The Financial Advisor Associate works as a fiduciary to analyze client financial information and recommend personalized investment strategies.
  • The role involves developing a client base through acquisition, retention, and growing wallet share by anticipating client needs.
  • TD offers comprehensive training, onboarding sessions, and a competitive total rewards package including health benefits and retirement programs.

Matching Summary

Match Score: 75

** TD Ameritrade is seeking a Financial Advisor Associate in Flourtown, Pennsylvania, to build and maintain client relationships by addressing their wealth management needs. The ideal candidate should have strong interpersonal skills, a solid understanding of financial products, and a commitment to client-centric service. **

Salary

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

Skills & Requirements

Must-have

  • SIE and Series 7 license required
  • L&H and Series 66 license or equivalent
  • Consultative sales experience required
  • Ability to travel five days a week
  • Proficiency in SalesForce and Money Guide Pro

Nice-to-have

  • Strong interpersonal and communication skills
  • Self-directed with strong planning ability
  • Experience with retail banking clients
  • Commitment to community initiatives
  • Mentoring capabilities for new associates

Key Requirements

  • Bachelor's degree strongly preferred
  • 1+ years relevant work experience
  • SIE & Series 7 licenses required
  • L&H and Series 66 licenses required
  • Eligible for FINRA registration

Work Rights

Not specified

Tailored Resume

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