Financial Advisor Associate - Westfield, Massachusetts

TD Ameritrade

Westfield, Massachusetts, United States of America
Base: $61,880 - $92,560 usd; bonus/equity: eligibl...
Not specified
Strong interpersonal skills for client relationships
Ability to analyze income, assets, and liabilities
Consultative sales experience with prospects
TD Ameritrade is seeking a Financial Advisor Associate in Westfield, Massachusetts, who will focus on attracting and retaining clients by addressing their wealth management needs. The role requires strong interpersonal skills and knowledge of financial products to provide personalized advice

Job Summary

  • The Financial Advisor Associate works as a fiduciary to put client financial interests first while providing ongoing objective advice and retirement planning.
  • The role involves developing and maintaining client relationships by analyzing financial information to recommend personalized investment and insurance strategies.
  • 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 Associate in Westfield, Massachusetts, who will focus on attracting and retaining clients by addressing their wealth management needs. The role requires strong interpersonal skills and knowledge of financial products to provide personalized advice.

Salary

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

Skills & Requirements

Must-have

  • Strong interpersonal skills for client relationships
  • Ability to analyze income, assets, and liabilities
  • Consultative sales experience with prospects
  • Proficiency in Salesforce and Money Guide Pro
  • Knowledge of investment and insurance strategies

Nice-to-have

  • Self-directed ability to plan own activities
  • Experience coaching retail staff on referrals
  • Community involvement and charity support
  • Deep understanding of wealth products
  • Mentoring capabilities for 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 work experience in financial services
  • Eligible for FINRA registration and background checks

Work Rights

Not specified

Tailored Resume

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