Financial Advisor - Union/essex

TD Ameritrade

Union, New Jersey, United States of America
Base: $72,280 - $108,160 usd; bonus/equity: variab...
Onsite
Selling investments and providing financial plans
Delivering legendary customer service
Managing client relationships and goals
TD Ameritrade is seeking a Financial Advisor for their Union, New Jersey location, offering a three-year program that includes a forgivable draw and opportunities for client relationship management and financial planning. The role requires experience in investment sales and a commitment to providing exceptional customer service while achieving sales goals

Job Summary

  • The role is a three-year program with a forgivable draw designed for financial advisors to provide guidance and sell investment solutions.
  • Advisors serve as the central point of contact to develop client relationships, achieve greater share of wallet, and help clients meet their wealth goals.
  • 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 for their Union, New Jersey location, offering a three-year program that includes a forgivable draw and opportunities for client relationship management and financial planning. The role requires experience in investment sales and a commitment to providing exceptional customer service while achieving sales goals.

Salary

Base: $72,280 - $108,160 USD; Bonus/Equity: Variable compensation/incentive awards eligible; Benefits: Health, retirement, PTO, banking discounts included

Skills & Requirements

Must-have

  • selling investments and providing financial plans
  • delivering legendary customer service
  • managing client relationships and goals
  • executing annual client reviews
  • meeting quarterly and annual sales goals

Nice-to-have

  • strong verbal and written communication skills
  • ability to travel within assigned market
  • fostering a positive work environment
  • mentoring new financial advisors
  • community involvement and charity support

Key Requirements

  • Bachelor's degree strongly preferred
  • 2+ years of advice, planning, and investment sales experience
  • SIE, Series 7, and Series 63 licenses required
  • L&H and Series 66 (or equivalent) required or obtainable
  • Eligible for FINRA registration and background checks

Work Rights

Not specified

Tailored Resume

Cover Letter