Financial Advisor - Miami Beach, Fl

TD Ameritrade

Miami Beach, Florida, United States of America
Base: $72,280 - $108,160 usd; bonus/equity: variab...
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Investment sales experience required
Client discovery and financial needs analysis
Annual client review execution
** TD Ameritrade is seeking a Financial Advisor in Miami Beach, Florida, to guide clients in financial planning and investment management. This position offers a three-year program with a focus on client relationships and achieving sales goals while ensuring a high level of client service. **

Job Summary

  • The role involves a three-year program with a forgivable draw focused on providing financial planning guidance and selling investment management solutions.
  • Advisors serve as the central point of contact to deepen wallet share by anticipating client needs and suggesting appropriate wealth solutions.
  • TD offers comprehensive training, onboarding sessions, and a competitive total rewards package including health benefits and retirement programs.

Matching Summary

Match Score: 75

** TD Ameritrade is seeking a Financial Advisor in Miami Beach, Florida, to guide clients in financial planning and investment management. This position offers a three-year program with a focus on client relationships and achieving sales goals while ensuring a high level of client service. **

Salary

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

Skills & Requirements

Must-have

  • Investment sales experience required
  • Client discovery and financial needs analysis
  • Annual client review execution
  • Wealth product knowledge
  • Consultative sales approach

Nice-to-have

  • Community involvement and charity support
  • Coaching and mentoring capabilities
  • Fast-paced environment adaptability
  • Cross-departmental partnership skills
  • Proactive client relationship building

Key Requirements

  • Bachelor's degree strongly preferred
  • 2+ years 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

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