Financial Advisor Associate - Keene, New Hampshire

TD Ameritrade

Keene, New Hampshire, United States of America
Base: $61,880 - $92,560 usd; bonus/equity: variabl...
Onsite
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 Keene, New Hampshire, responsible for building and maintaining client relationships by providing tailored wealth management advice. The ideal candidate will have strong interpersonal skills and experience in the financial services industry, focusing on client education and personalized financial strategies

Job Summary

  • The Financial Advisor Associate works as a fiduciary to provide objective financial advice and long-term retirement planning to TD Wealth 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 extensive career development opportunities.

Matching Summary

Match Score: 85

TD Ameritrade is seeking a Financial Advisor Associate in Keene, New Hampshire, responsible for building and maintaining client relationships by providing tailored wealth management advice. The ideal candidate will have strong interpersonal skills and experience in the financial services industry, focusing on client education and personalized financial strategies.

Salary

Base: $61,880 - $92,560 USD; Bonus/Equity: Variable compensation/incentive awards eligible; 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

Nice-to-have

  • Self-directed with strong planning abilities
  • Experience mentoring new team members
  • Community involvement and charity support

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

Work Rights

Not specified

Tailored Resume

Cover Letter