Financial Advisor Trainee-poughkeepsie, Ny

TD Ameritrade

Poughkeepsie, New York, United States of America
Base: $57,720 - $86,320 usd; bonus/equity: eligibl...
In-person (5 days a week for training)
Strong interpersonal and communication skills
Ability to analyze financial information
Client relationship development and retention
TD Ameritrade is seeking a Financial Advisor Trainee in Poughkeepsie, NY, to develop skills necessary for transitioning into a Financial Advisor Associate role. The position emphasizes client relationship building and financial analysis to meet clients' wealth management needs, with a clear pathway for professional growth within the company

Job Summary

  • This transitional role prepares candidates to become Financial Advisor Associates who attract and retain clients by addressing their wealth management needs.
  • The position requires educating prospects on investment and insurance strategies while acting as a fiduciary to prioritize client financial interests.
  • TD offers comprehensive training, career development conversations, and a competitive total rewards package including health benefits and retirement programs.

Matching Summary

Match Score: 85

TD Ameritrade is seeking a Financial Advisor Trainee in Poughkeepsie, NY, to develop skills necessary for transitioning into a Financial Advisor Associate role. The position emphasizes client relationship building and financial analysis to meet clients' wealth management needs, with a clear pathway for professional growth within the company.

Salary

Base: $57,720 - $86,320 USD; Bonus/Equity: Eligible for cash and/or equity incentive awards; Benefits: Health, well-being, savings, retirement, PTO, and banking discounts

Skills & Requirements

Must-have

  • Strong interpersonal and communication skills
  • Ability to analyze financial information
  • Client relationship development and retention
  • Understanding of investment and insurance strategies

Nice-to-have

  • Self-directed with strong planning abilities
  • Experience in retail banking or sales
  • Commitment to inclusive culture and diversity

Key Requirements

  • Bachelor's Degree strongly preferred
  • SIE license required
  • Obtain Life & Health, Series 7, and Series 66 licenses
  • 1+ years relevant work experience or college degree

Work Rights

Not specified

Tailored Resume

Cover Letter