Financial Advisor - Great Falls, Va

TD Ameritrade

Great Falls, 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
Managing client relationships and goals
** TD Ameritrade is seeking a Financial Advisor in Great Falls, Virginia, to join a three-year program designed for financial professionals who will provide financial planning and investment management solutions to clients. The position emphasizes customer-centric service, relationship building, and achieving sales goals, while fostering a collaborative and inclusive work environment. **

Job Summary

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

Matching Summary

Match Score: 75

** TD Ameritrade is seeking a Financial Advisor in Great Falls, Virginia, to join a three-year program designed for financial professionals who will provide financial planning and investment management solutions to clients. The position emphasizes customer-centric service, relationship building, and achieving sales goals, while fostering a collaborative and inclusive work environment. **

Salary

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

Skills & Requirements

Must-have

  • Selling investments and providing financial plans
  • Delivering legendary customer service
  • Managing client relationships and goals
  • Executing annual client reviews
  • Achieving quarterly and annual sales goals

Nice-to-have

  • Self-directed with strong planning abilities
  • Fostering a positive work environment
  • Mentoring new Financial Advisors
  • Community involvement and charity support
  • Consultative sales experience

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