Financial Advisor - Jamison, Pa

TD Ameritrade

Jamison, Pennsylvania, United States of America
Base: $72,280 - $108,160 usd; bonus/equity: variab...
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Selling investments and providing financial plans
Delivering legendary customer service
Managing client relationships and goals
** TD Ameritrade is seeking a Financial Advisor for its Jamison, Pennsylvania location, offering a three-year program designed to help financial advisors provide personalized financial planning and investment management solutions to clients. The role emphasizes client relationship management, sales goals, and compliance with regulatory standards, along with a commitment to exceptional service delivery. **

Job Summary

  • The Financial Advisor role is a three-year program with a forgivable draw designed to provide financial planning guidance and sell investment management solutions.
  • Candidates will serve as the central point of contact for clients, responsible for reviewing financial goals and making investment recommendations aligned with their needs.
  • TD offers a competitive total rewards package including base salary, variable compensation, health benefits, retirement programs, and career development opportunities.

Matching Summary

Match Score: 75

** TD Ameritrade is seeking a Financial Advisor for its Jamison, Pennsylvania location, offering a three-year program designed to help financial advisors provide personalized financial planning and investment management solutions to clients. The role emphasizes client relationship management, sales goals, and compliance with regulatory standards, along with a commitment to exceptional service delivery. **

Salary

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

  • Strong verbal and written communication skills
  • Ability to travel five days a week
  • Experience with retail banking partners
  • Commitment to community initiatives
  • 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

Not specified

Tailored Resume

Cover Letter