Financial Advisor - Kings Highway/brooklyn

TD Ameritrade

Brooklyn, New York, United States of America
Base: $78,280 - $117,520 usd; bonus/equity: variab...
Selling investments and providing financial plans
Delivering legendary customer service
Managing client relationships and goals
The role is a three-year program with a forgivable draw designed for advisors to provide financial planning guidance and sell investment solutions

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.
  • Advisors serve as the central point of contact, responsible for developing relationships to achieve greater share of wallet by helping clients with asset accumulation, preservation, growth, and protection.
  • TD offers a competitive total rewards package including base salary, variable compensation, health benefits, retirement programs, and extensive career development opportunities.

Matching Summary

The role is a three-year program with a forgivable draw designed for advisors to provide financial planning guidance and sell investment solutions.

Salary

Base: $78,280 - $117,520 USD; Bonus/Equity: Variable compensation/incentive awards available; 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
  • Achieving quarterly and annual sales goals

Nice-to-have

  • Strong verbal and written communication skills
  • Ability to travel within assigned market
  • Experience with retail banking clients
  • Consultative sales experience
  • 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
  • Eligibility for FINRA registration and background checks

Work Rights

Not specified

Tailored Resume

Cover Letter