Financial Advisor Trainee - Burlington, Vermont

TD Ameritrade

Burlington, Vermont, United States of America
Base: $25.75 - $38.50 usd; bonus/equity: variable ...
Strong interpersonal and communication skills
Ability to analyze financial information and goals
Self-directed with strong planning abilities
This transitional role prepares candidates to become Financial Advisor Associates by developing skills in wealth management and client advisory

Job Summary

  • This transitional role prepares candidates to become Financial Advisor Associates by developing skills in wealth management and client advisory.
  • The position involves meeting with prospects to analyze financial data, educate clients on investment strategies, and recommend tailored solutions.
  • TD offers a competitive total rewards package including base salary, variable compensation, health benefits, and extensive career development programs.

Matching Summary

This transitional role prepares candidates to become Financial Advisor Associates by developing skills in wealth management and client advisory.

Salary

Base: $25.75 - $38.50 USD; Bonus/Equity: Variable compensation/incentive awards eligible; Benefits: Health, savings, retirement, PTO, banking discounts

Skills & Requirements

Must-have

  • Strong interpersonal and communication skills
  • Ability to analyze financial information and goals
  • Self-directed with strong planning abilities

Nice-to-have

  • Experience in wealth products and services
  • Understanding of local market and economic trends
  • Commitment to inclusive culture and diversity

Key Requirements

  • Bachelor's Degree strongly preferred
  • SIE license required
  • Must 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