Financial Advisor Associate - North Windham, Maine

TD Ameritrade

Windham, Maine, United States
Base: $61,880 - $92,560 usd; bonus/equity: eligibl...
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Strong interpersonal and communication skills
Ability to analyze financial goals and assets
Consultative sales experience required
** TD Ameritrade is seeking a Financial Advisor Associate in Windham, Maine, who will engage with clients to address their wealth management needs by providing tailored investment and insurance strategies. The role emphasizes strong interpersonal skills and the ability to build and maintain client relationships, with a focus on compliance and ongoing client service. **

Job Summary

  • The Financial Advisor Associate works as a fiduciary to provide objective financial advice and long-term retirement planning for TD Wealth clients.
  • This role involves developing a client base through acquisition, retention, and growing wallet share by anticipating client needs.
  • 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 Associate in Windham, Maine, who will engage with clients to address their wealth management needs by providing tailored investment and insurance strategies. The role emphasizes strong interpersonal skills and the ability to build and maintain client relationships, with a focus on compliance and ongoing client service. **

Salary

Base: $61,880 - $92,560 USD; Bonus/Equity: Eligible for cash and/or equity incentive awards; Benefits: Health, savings, retirement, PTO, and banking discounts

Skills & Requirements

Must-have

  • Strong interpersonal and communication skills
  • Ability to analyze financial goals and assets
  • Consultative sales experience required
  • Proficiency in Salesforce and Money Guide Pro
  • Willingness to travel five days a week

Nice-to-have

  • Self-directed with strong planning abilities
  • Experience mentoring new team members
  • Community involvement and charity support
  • Deep understanding of retail banking partners

Key Requirements

  • Bachelor's degree strongly preferred
  • SIE and Series 7 licenses required
  • L&H and Series 66 or equivalent required
  • 1+ years relevant work experience in financial services
  • Must be eligible for FINRA registration

Work Rights

Not specified

Tailored Resume

Cover Letter