Financial Advisor Associate - Annapolis, Md

TD Ameritrade

Annapolis, Maryland, United States of America
Base: $61,880 - $92,560 usd; bonus/equity: variabl...
Not specified
Client relationship management
Financial analysis and planning
Investment and insurance strategies
TD Ameritrade is seeking a Financial Advisor Associate in Annapolis, Maryland, to engage with clients and prospects, addressing their wealth management needs through personalized financial advice. The role requires strong interpersonal skills and a comprehensive understanding of financial products and services, along with a commitment to client-first service

Job Summary

  • The Financial Advisor Associate works with TD Wealth prospects and clients to attract and retain clients by addressing their wealth management advisory needs.
  • As a fiduciary, the role requires putting the client's financial interests first when providing ongoing objective financial advice and long-term retirement planning.
  • TD offers a Total Rewards package including base salary, variable compensation, health benefits, savings programs, and career development opportunities.

Matching Summary

Match Score: 85

TD Ameritrade is seeking a Financial Advisor Associate in Annapolis, Maryland, to engage with clients and prospects, addressing their wealth management needs through personalized financial advice. The role requires strong interpersonal skills and a comprehensive understanding of financial products and services, along with a commitment to client-first service.

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

  • Client relationship management
  • Financial analysis and planning
  • Investment and insurance strategies
  • Consultative sales experience
  • SalesForce proficiency
  • Money Guide Pro proficiency

Nice-to-have

  • Strong interpersonal skills
  • Community involvement
  • Mentoring new associates
  • Cross-departmental collaboration
  • Positive work environment focus

Key Requirements

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

Work Rights

Not specified

Tailored Resume

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