Financial Advisor - Warminster, Pa

TD Ameritrade

Warminster, Pennsylvania, United States of America
Base: $72,280 - $108,160 usd; bonus/equity: variab...
Not specified (likely onsite based on location).
Selling investments and providing financial plans
Delivering legendary customer service
Managing client relationships and goals
TD Ameritrade is seeking a Financial Advisor in Warminster, PA, to provide financial planning guidance and manage client relationships within their wealth management division. The role involves selling investment solutions and ensuring a high level of customer service while achieving sales goals in a fast-paced environment

Job Summary

  • The role is a three-year program with a forgivable draw designed for financial advisors to provide guidance and sell investment solutions.
  • Advisors serve as the central point of contact responsible for developing client relationships to achieve greater share of wallet through asset accumulation and protection.
  • 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 Warminster, PA, to provide financial planning guidance and manage client relationships within their wealth management division. The role involves selling investment solutions and ensuring a high level of customer service while achieving sales goals in a fast-paced environment.

Salary

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

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

Cover Letter