Financial Advisor - Springfield, Va

TD Ameritrade

Springfield, Virginia, 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 Springfield, Virginia, to join their three-year program focused on providing financial planning guidance and investment management solutions to clients. The role emphasizes customer-centric service, relationship management, and adherence to regulatory compliance, with compensation ranging from $78,520 to $117,520. **

Job Summary

  • The role is a three-year program with a forgivable draw designed for advisors to provide financial planning guidance and sell investment solutions.
  • Advisors serve as the central point of contact to deepen wallet share by anticipating client needs and suggesting appropriate wealth solutions.
  • TD offers a competitive total rewards package including base salary, variable compensation, health benefits, and extensive career development opportunities.

Matching Summary

Match Score: 75

** TD Ameritrade is seeking a Financial Advisor in Springfield, Virginia, to join their three-year program focused on providing financial planning guidance and investment management solutions to clients. The role emphasizes customer-centric service, relationship management, and adherence to regulatory compliance, with compensation ranging from $78,520 to $117,520. **

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
  • Executing Annual Client Review meetings
  • Meeting quarterly and annual sales goals

Nice-to-have

  • Self-directed ability to plan own activities
  • Strong verbal and written communication skills
  • Experience interacting with retail banking clients
  • Ability to travel five days a week within territory
  • Commitment to community and charity initiatives

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
  • Eligible for FINRA registration and background checks

Work Rights

Not specified

Tailored Resume

Cover Letter