Financial Advisor Associate - Jamison, Pa

TD Ameritrade

Jamison, Pennsylvania, United States of America
Base: $61,880 - $92,560 usd; bonus/equity: eligibl...
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Client financial analysis and goal assessment
Investment and insurance strategy recommendation
Relationship building and consultative sales
** TD Ameritrade is seeking a Financial Advisor Associate in Jamison, Pennsylvania, to help clients with their wealth management needs. The role involves analyzing clients' financial situations, providing tailored investment and insurance strategies, and building lasting client relationships. **

Job Summary

  • The Financial Advisor Associate serves 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 Jamison, Pennsylvania, to help clients with their wealth management needs. The role involves analyzing clients' financial situations, providing tailored investment and insurance strategies, and building lasting client relationships. **

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

  • Client financial analysis and goal assessment
  • Investment and insurance strategy recommendation
  • Relationship building and consultative sales
  • Compliance with federal and state regulations
  • Proficiency in Salesforce and Money Guide Pro

Nice-to-have

  • Strong verbal and written communication skills
  • Self-directed planning and time management
  • Community involvement and charity support
  • Mentoring new associates and team collaboration

Key Requirements

  • Bachelor's degree strongly preferred
  • SIE & Series 7 licenses required
  • L&H and Series 66 or equivalent required
  • 1+ years of relevant financial services experience
  • Ability to travel five days a week within territory

Work Rights

Not specified

Tailored Resume

Cover Letter