Ability to analyze financial information and goals
Consultative sales experience with retail clients
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TD Ameritrade is seeking a Financial Advisor Associate in Lexington, Massachusetts, to manage client relationships and provide personalized financial advice. The ideal candidate will possess strong interpersonal skills, financial expertise, and a commitment to client service while achieving assigned goals.
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Job Summary
The Financial Advisor Associate works as a fiduciary to provide objective financial advice and long-term retirement planning for TD Wealth clients.
This role involves developing a client base through acquisition, retention, and growing wallet share by anticipating client needs.
TD offers a competitive total rewards package including base salary, variable compensation, health benefits, and extensive career development opportunities.
Matching Summary
Match Score: 75
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TD Ameritrade is seeking a Financial Advisor Associate in Lexington, Massachusetts, to manage client relationships and provide personalized financial advice. The ideal candidate will possess strong interpersonal skills, financial expertise, and a commitment to client service while achieving assigned goals.
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