Not specified (assumed to be in-office due to location)
Client relationship management skills
Financial analysis and planning expertise
Investment and insurance product knowledge
TD Ameritrade is seeking a Financial Advisor Associate in Union, NJ, to support wealth management efforts by building and maintaining client relationships while providing tailored financial advice. The role requires strong interpersonal skills, knowledge of financial products, and the ability to analyze clients' financial situations
Job Summary
The Financial Advisor Associate works as a fiduciary to analyze client financial information and recommend personalized investment strategies.
This role involves developing a client base through acquisition, retention, and growing wallet share by anticipating client needs.
TD offers comprehensive training, onboarding sessions, and a competitive total rewards package including health benefits and career development.
Matching Summary
Match Score: 85
TD Ameritrade is seeking a Financial Advisor Associate in Union, NJ, to support wealth management efforts by building and maintaining client relationships while providing tailored financial advice. The role requires strong interpersonal skills, knowledge of financial products, and the ability to analyze clients' financial situations.
Salary
Base: $66,560 - $99,320 USD; Bonus/Equity: Eligible for cash and/or equity incentive awards; Benefits: Health, retirement, PTO, and banking discounts included
Skills & Requirements
Must-have
Client relationship management skills
Financial analysis and planning expertise
Investment and insurance product knowledge
Consultative sales experience required
Ability to travel five days a week
Nice-to-have
Strong interpersonal communication skills
Experience with retail banking clients
Community involvement and charity support
Mentoring new team members
Proactive business development mindset
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
Eligibility for FINRA registration and background checks
Work Rights
Must be eligible for employment under standards established by FINRA