Financial Advisor- Borough Park, Brooklyn

TD Ameritrade

Brooklyn, New York, United States of America
Base: $78,520 - $117,520 usd; bonus/equity: variab...
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Selling investments and providing financial plans
Delivering legendary customer service
Conducting thorough client discovery and needs analysis
** TD Ameritrade is seeking a Financial Advisor in Borough Park, Brooklyn, to provide financial planning guidance and investment management solutions. The role focuses on building and maintaining client relationships while achieving sales goals in a customer-centric environment. **

Job Summary

  • The role involves a three-year program with a forgivable draw for financial advisors providing guidance on investment management solutions.
  • Financial Advisors serve as the central point of contact to deepen wallet share by anticipating client needs and suggesting appropriate wealth solutions.
  • TD offers comprehensive training, onboarding sessions, and a competitive total rewards package including health benefits and career development opportunities.

Matching Summary

Match Score: 75

** TD Ameritrade is seeking a Financial Advisor in Borough Park, Brooklyn, to provide financial planning guidance and investment management solutions. The role focuses on building and maintaining client relationships while achieving sales goals in a customer-centric environment. **

Salary

Base: $78,520 - $117,520 USD; Bonus/Equity: Variable compensation/incentive awards available; Benefits: Health, retirement, PTO, and banking discounts included

Skills & Requirements

Must-have

  • Selling investments and providing financial plans
  • Delivering legendary customer service
  • Conducting thorough client discovery and needs analysis
  • Managing annual client review meetings
  • Achieving quarterly and annual sales goals
  • Adhering to federal and state regulations

Nice-to-have

  • Strong verbal and written communication skills
  • Ability to travel five days a week
  • Experience with retail banking clients
  • Consultative sales experience
  • Mentoring new financial advisors

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
  • Eligibility for FINRA registration and background checks

Work Rights

Must be eligible for employment under FINRA standards

Tailored Resume

Cover Letter