Financial Advisor - Scotch Plains, Nj

TD Ameritrade

Scotch Plains, New Jersey, 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 for a three-year program in Scotch Plains, NJ, focusing on providing financial planning and investment management solutions to clients. The role emphasizes client service, relationship management, and meeting sales goals, while offering comprehensive training and development opportunities. **

Job Summary

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

Matching Summary

Match Score: 75

** TD Ameritrade is seeking a Financial Advisor for a three-year program in Scotch Plains, NJ, focusing on providing financial planning and investment management solutions to clients. The role emphasizes client service, relationship management, and meeting sales goals, while offering comprehensive training and development opportunities. **

Salary

Base: $78,520 - $117,520 USD; Bonus/Equity: Variable compensation/incentive awards eligible; Benefits: Health, retirement, PTO, 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
  • Achieving quarterly and annual sales goals

Nice-to-have

  • Strong verbal and written communication skills
  • Ability to travel within assigned market
  • Fostering a positive work environment
  • Community involvement and charity support
  • Mentoring new Financial Advisors

Key Requirements

  • Bachelor's degree strongly preferred
  • 2+ years of advice, planning, and investment sales experience
  • Series 7, Series 63, SIE licenses required
  • L&H and Series 66 (or equivalent) required or obtainable
  • Eligible for FINRA registration and background checks

Work Rights

Must be eligible for employment under FINRA standards; satisfactory background check required

Tailored Resume

Cover Letter