Financial Advisor - Delaware County, Pa

TD Ameritrade

Media, Pennsylvania, United States of America
Base: $72,280 - $108,160 usd; bonus/equity: variab...
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Selling investments and providing financial plans
Delivering legendary customer service
Managing annual client reviews and goals
** TD Ameritrade is seeking a Financial Advisor in Media, Pennsylvania, offering a three-year program focused on providing financial planning guidance and investment solutions. The ideal candidate will have experience in investment sales, customer service, and a strong understanding of wealth management, with a competitive salary range of $72,280 to $108,160. **

Job Summary

  • The Financial Advisor role is a three-year program with a forgivable draw focused on providing financial planning guidance and selling investment management solutions.
  • Advisors serve as the central point of contact to develop relationships, achieve greater share of wallet, and help clients with asset accumulation, preservation, growth, and protection.
  • TD offers a competitive total rewards package including base salary, variable compensation, health benefits, retirement programs, and extensive career development opportunities.

Matching Summary

Match Score: 75

** TD Ameritrade is seeking a Financial Advisor in Media, Pennsylvania, offering a three-year program focused on providing financial planning guidance and investment solutions. The ideal candidate will have experience in investment sales, customer service, and a strong understanding of wealth management, with a competitive salary range of $72,280 to $108,160. **

Salary

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

Skills & Requirements

Must-have

  • Selling investments and providing financial plans
  • Delivering legendary customer service
  • Managing annual client reviews and goals
  • Implementing compliant wealth solutions
  • Partnering with retail banking staff

Nice-to-have

  • Self-directed ability to plan activities
  • Strong verbal and written communication skills
  • Community involvement and charity support
  • Mentoring new financial advisors
  • Deep understanding of wealth products

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
  • Ability to travel five days a week within assigned market

Work Rights

Not specified

Tailored Resume

Cover Letter