Financial Advisor Associate - Washington, Dc

TD Ameritrade

Washington, District of Columbia, United States of America
Base: $66,560 - $99,320 usd; bonus/equity: eligibl...
Not specified (assumed 2 day onsite based on job nature)
Strong interpersonal skills for client relationships
Ability to analyze income, assets, and liabilities
Consultative sales experience required
TD Ameritrade is seeking a Financial Advisor Associate in Washington, D.C., to support wealth management by attracting and retaining clients through personalized financial advisory services. The role requires strong knowledge of investment strategies, excellent interpersonal skills, and the ability to develop and maintain client relationships

Job Summary

  • The Financial Advisor Associate works as a fiduciary to provide objective financial advice and long-term retirement planning to clients.
  • The 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 career development programs.

Matching Summary

Match Score: 85

TD Ameritrade is seeking a Financial Advisor Associate in Washington, D.C., to support wealth management by attracting and retaining clients through personalized financial advisory services. The role requires strong knowledge of investment strategies, excellent interpersonal skills, and the ability to develop and maintain client relationships.

Salary

Base: $66,560 - $99,320 USD; Bonus/Equity: Eligible for cash and/or equity incentive awards; Benefits: Health, savings, retirement, PTO, banking discounts

Skills & Requirements

Must-have

  • Strong interpersonal skills for client relationships
  • Ability to analyze income, assets, and liabilities
  • Consultative sales experience required
  • Proficiency in SalesForce and Money Guide Pro
  • Knowledge of investment and insurance strategies

Nice-to-have

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

Key Requirements

  • Bachelor's degree strongly preferred
  • SIE & Series 7 licenses required
  • L&H and Series 66 (or equivalent) required
  • 1+ years relevant work experience in financial services
  • Eligible for FINRA registration and background checks

Work Rights

Must be eligible for employment under FINRA standards

Tailored Resume

Cover Letter