Financial Advisor - Asheville, Nc

TD Ameritrade

Asheville, North Carolina, United States of America
Base: $72,280 - $108,160 usd; bonus/equity: variab...
Not specified
Selling investments and providing financial plans
Delivering legendary customer service
Managing client relationships and goals
TD Ameritrade is seeking a Financial Advisor in Asheville, NC, to guide clients in financial planning and investment management solutions. The role emphasizes client relationship development, sales goal achievement, and compliance with regulatory standards, while offering a competitive salary and growth opportunities

Job Summary

  • The Financial Advisor role is a three-year program with a forgivable draw focused on providing financial planning guidance and selling investment management solutions.
  • As the central point of contact, you will service unique client needs by reviewing financial goals and making investment recommendations aligned to their 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 in Asheville, NC, to guide clients in financial planning and investment management solutions. The role emphasizes client relationship development, sales goal achievement, and compliance with regulatory standards, while offering a competitive salary and growth opportunities.

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

  • 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 a positive work environment
  • Community involvement and charity support
  • Mentoring new financial advisors
  • Consultative sales experience

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

Not specified

Tailored Resume

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