Financial Advisor - Bluffton, Sc

TD Ameritrade

Bluffton, South Carolina, United States of America
Base: $68,640 - $102,960 usd; bonus/equity: variab...
Not specified
Selling investments and providing financial plans
Delivering legendary customer service
Managing client relationships and goals
TD Ameritrade is seeking a Financial Advisor for their Bluffton, South Carolina location to provide financial planning guidance and investment management solutions to clients. The role is part of a three-year program designed to develop financial advisors' skills while focusing on client service and relationship management

Job Summary

  • The role involves a three-year program with a forgivable draw for financial advisors to provide guidance and sell investment solutions.
  • Advisors serve as the central point of contact to develop relationships, achieve greater share of wallet, and help clients with asset accumulation and protection.
  • TD offers a competitive total rewards package including base salary, variable compensation, health benefits, and extensive career development opportunities.

Matching Summary

Match Score: 85

TD Ameritrade is seeking a Financial Advisor for their Bluffton, South Carolina location to provide financial planning guidance and investment management solutions to clients. The role is part of a three-year program designed to develop financial advisors' skills while focusing on client service and relationship management.

Salary

Base: $68,640 - $102,960 USD; Bonus/Equity: Variable compensation/incentive awards eligible; Benefits: Health, retirement, PTO, and banking discounts included

Skills & Requirements

Must-have

  • selling investments and providing financial plans
  • delivering legendary customer service
  • managing client relationships and goals
  • executing annual client reviews
  • meeting quarterly and annual sales goals

Nice-to-have

  • self-directed with strong planning ability
  • fostering positive work environment
  • mentoring new financial advisors
  • community involvement and charity support

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
  • Ability to travel five days a week within assigned market

Work Rights

Not specified

Tailored Resume

Cover Letter