Financial Advisor Trainee - Vineland, Nj

TD Ameritrade

Vineland, New Jersey, United States of America
Base: $27.75 - $38.50 usd; bonus/equity: eligible ...
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Strong interpersonal and communication skills
Ability to analyze client financial goals
Willingness to obtain series 7 and 66 licenses
** TD Ameritrade is seeking a Financial Advisor Trainee in Vineland, NJ, to undergo training that prepares them for the Financial Advisor Associate role. The position requires strong interpersonal skills and a foundational knowledge of financial products, with a focus on client relationship building and wealth management. **

Job Summary

  • This transitional role prepares candidates to become Financial Advisor Associates by developing skills in wealth management and client advisory.
  • The position requires analyzing client financial information to recommend personalized investment and insurance strategies while acting as a fiduciary.
  • TD Ameritrade offers comprehensive training, career development conversations, and a competitive total rewards package including health benefits and incentive awards.

Matching Summary

Match Score: 75

** TD Ameritrade is seeking a Financial Advisor Trainee in Vineland, NJ, to undergo training that prepares them for the Financial Advisor Associate role. The position requires strong interpersonal skills and a foundational knowledge of financial products, with a focus on client relationship building and wealth management. **

Salary

Base: $27.75 - $38.50 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 client financial goals
  • Willingness to obtain Series 7 and 66 licenses
  • Self-directed planning for sales goals
  • Commitment to fiduciary standards

Nice-to-have

  • Experience in wealth products and services
  • Background in retail banking or sales
  • Interest in long-term retirement planning
  • Ability to coach retail staff on referrals

Key Requirements

  • Bachelor's Degree strongly preferred
  • SIE license required
  • Must obtain Life & Health, Series 7, and Series 66 licenses
  • 1+ years of relevant work experience
  • Eligible for FINRA registration and background checks

Work Rights

Not specified

Tailored Resume

Cover Letter