Financial Advisor- Great Barrington, Massachusetts

TD Ameritrade

Great Barrington, Massachusetts, United States of America
Base: $72,280 - $108,160 usd; bonus/equity: variab...
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Investment sales experience required
Client discovery and financial needs analysis
Annual client review execution
** TD Ameritrade is seeking a Financial Advisor for their Great Barrington, Massachusetts location. This role offers a structured three-year program focused on delivering personalized financial planning and investment management solutions to clients. **

Job Summary

  • This role serves as the central point of contact for TD Wealth clients, responsible for developing relationships to achieve greater share of wallet.
  • The position includes a three-year program with a forgivable draw designed to help financial advisors grow their practice while providing comprehensive financial planning guidance.
  • TD offers a competitive total rewards package including base salary, variable compensation, health benefits, and extensive career development opportunities.

Matching Summary

Match Score: 75

** TD Ameritrade is seeking a Financial Advisor for their Great Barrington, Massachusetts location. This role offers a structured three-year program focused on delivering personalized financial planning and investment management solutions to clients. **

Salary

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

Skills & Requirements

Must-have

  • Investment sales experience required
  • Client discovery and financial needs analysis
  • Annual client review execution
  • Regulatory compliance adherence
  • Consultative sales approach

Nice-to-have

  • Community involvement and charity support
  • Mentoring new financial advisors
  • Cross-selling to retail partners
  • High-net-worth client transition skills

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 territory

Work Rights

Not specified

Tailored Resume

Cover Letter