Financial Advisor Trainee- Northern Manhattan

TD Ameritrade

New York, New York, United States of America
Base: $57,720 - $86,320 usd; bonus/equity: variabl...
Strong interpersonal skills for client relationships
Ability to analyze financial goals and assets
Willingness to obtain series 7 and series 66 licenses
This transitional role prepares candidates to become Financial Advisor Associates by teaching requisite wealth management skills

Job Summary

  • This transitional role prepares candidates to become Financial Advisor Associates by teaching requisite wealth management skills.
  • The position requires analyzing client financial information to recommend personalized investment and insurance strategies.
  • TD offers a competitive total rewards package including base salary, variable compensation, and comprehensive benefits.

Matching Summary

This transitional role prepares candidates to become Financial Advisor Associates by teaching requisite wealth management skills.

Salary

Base: $57,720 - $86,320 USD; Bonus/Equity: Variable compensation/incentive awards eligible; Benefits: Health, retirement, PTO, banking discounts included

Skills & Requirements

Must-have

  • Strong interpersonal skills for client relationships
  • Ability to analyze financial goals and assets
  • Willingness to obtain Series 7 and Series 66 licenses
  • Commitment to fiduciary standards and client interests
  • Ability to educate retail staff on wealth products

Nice-to-have

  • Self-directed with strong planning abilities
  • Experience in sales or referral generation
  • Understanding of local market economic trends
  • Proactive approach to customer service excellence
  • Ability to travel for training classes

Key Requirements

  • Bachelor's Degree strongly preferred
  • SIE license required
  • Must obtain Life & Health, Series 7, and Series 66 licenses
  • 1+ years relevant work experience or college degree
  • Eligible for FINRA registration and background checks

Work Rights

Not specified

Tailored Resume

Cover Letter