Financial Advisor Associate - Royersford, Pa

TD Ameritrade

Royersford, Pennsylvania, United States of America
Base: $61,880 - $92,560 usd; bonus/equity: eligibl...
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Client relationship building and retention
Financial analysis of assets and liabilities
Investment and insurance strategy advising
** TD Ameritrade is seeking a Financial Advisor Associate in Royersford, PA, to assist clients with their wealth management needs by analyzing financial information and providing tailored advice. This role emphasizes building and maintaining client relationships and requires strong interpersonal and analytical skills. **

Job Summary

  • The Financial Advisor Associate serves as a fiduciary, prioritizing client financial interests while providing ongoing objective advice and long-term retirement planning.
  • The role involves analyzing client financial information to recommend personalized investment and insurance strategies that meet specific wealth creation objectives.
  • 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 Royersford, PA, to assist clients with their wealth management needs by analyzing financial information and providing tailored advice. This role emphasizes building and maintaining client relationships and requires strong interpersonal and analytical skills. **

Salary

Base: $61,880 - $92,560 USD; Bonus/Equity: Eligible for cash and/or equity incentive awards; Benefits: Health, savings, retirement, PTO, banking discounts

Skills & Requirements

Must-have

  • Client relationship building and retention
  • Financial analysis of assets and liabilities
  • Investment and insurance strategy advising
  • SalesForce and Money Guide Pro proficiency
  • Fiduciary responsibility to clients
  • Retail store staff coaching and training

Nice-to-have

  • Strong verbal and written communication skills
  • Self-directed planning and goal achievement
  • Community involvement and charity support
  • Consultative sales experience
  • Mentoring new associates

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
  • Ability to travel five days a week within territory

Work Rights

Not specified

Tailored Resume

Cover Letter