Financial Advisor - Tenleytown, Dc

TD Ameritrade

Washington, District of Columbia, United States of America
Base: $78,520 - $117,520 usd; bonus/equity: variab...
Not specified; likely in-office given the location.
Investment sales experience required
Client discovery and financial needs analysis
Annual client review execution
TD Ameritrade is seeking a Financial Advisor for their Tenleytown, DC location, offering a comprehensive three-year program that includes financial planning guidance and investment management solutions. The ideal candidate will possess strong customer-centric skills and relevant experience in investment sales, with a commitment to exceptional client service

Job Summary

  • This role is a three-year program with a forgivable draw designed for advisors providing financial planning guidance and selling investment solutions.
  • The Financial Advisor serves as the central point of contact responsible for developing client relationships to achieve greater share of wallet through asset accumulation and protection strategies.
  • TD offers a comprehensive Total Rewards package including base salary, variable compensation, health benefits, retirement programs, and extensive career development opportunities.

Matching Summary

Match Score: 85

TD Ameritrade is seeking a Financial Advisor for their Tenleytown, DC location, offering a comprehensive three-year program that includes financial planning guidance and investment management solutions. The ideal candidate will possess strong customer-centric skills and relevant experience in investment sales, with a commitment to exceptional client service.

Salary

Base: $78,520 - $117,520 USD; Bonus/Equity: Variable compensation/incentive awards eligible; Benefits: Health, savings, retirement, PTO, and banking discounts included

Skills & Requirements

Must-have

  • Investment sales experience required
  • Client discovery and financial needs analysis
  • Annual Client Review execution
  • Regulatory compliance adherence
  • Consultative sales approach

Nice-to-have

  • Community involvement and charity support
  • Mentoring new Financial Advisors
  • Cross-selling to retail banking partners
  • High net worth client transition skills

Key Requirements

  • Bachelor's degree strongly preferred
  • 2+ years of advice, planning, and investment sales
  • SIE, Series 7, and Series 63 licenses required
  • L&H and Series 66 or equivalent required
  • Ability to travel five days a week within territory

Work Rights

Not specified

Tailored Resume

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