Financial Advisor Associate - Bear, De

TD Ameritrade

Bear, Delaware, United States of America
Base: $61,880 - $92,560 usd; bonus/equity: variabl...
Not specified (assuming hybrid based on role requirements).
Client relationship management
Financial analysis and planning
Investment and insurance strategies
TD Ameritrade is seeking a Financial Advisor Associate in Bear, Delaware, to engage with clients regarding their wealth management needs. The role emphasizes building and maintaining client relationships while providing tailored financial advice based on individual financial situations

Job Summary

  • The Financial Advisor Associate serves as a fiduciary, putting the client's financial interests first while providing objective advice on wealth management and retirement planning.
  • This role involves analyzing client financial information to develop personalized investment and insurance strategies that meet specific short and long-term goals.
  • TD offers comprehensive training, onboarding sessions, and a competitive total rewards package including base salary, variable compensation, and extensive benefits.

Matching Summary

Match Score: 85

TD Ameritrade is seeking a Financial Advisor Associate in Bear, Delaware, to engage with clients regarding their wealth management needs. The role emphasizes building and maintaining client relationships while providing tailored financial advice based on individual financial situations.

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
  • SalesForce proficiency
  • Money Guide Pro software
  • Consultative sales experience

Nice-to-have

  • Strong interpersonal communication skills
  • Ability to coach retail staff
  • Community involvement and charity support
  • Mentoring new associates
  • 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 financial services experience
  • Eligible for FINRA registration

Work Rights

Not specified

Tailored Resume

Cover Letter