Financial Advisor Associate - Lexington, Massachusetts

TD Ameritrade

Lexington, Massachusetts, United States of America
Base: $61,880 - $92,560 usd; bonus/equity: eligibl...
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Strong interpersonal and communication skills
Ability to analyze financial information and goals
Consultative sales experience with retail clients
** 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. **

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

** 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. **

Salary

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

Skills & Requirements

Must-have

  • Strong interpersonal and communication skills
  • Ability to analyze financial information and goals
  • Consultative sales experience with retail clients
  • Proficiency in Salesforce and Money Guide Pro software

Nice-to-have

  • Self-directed ability to plan own activities
  • Experience mentoring new team members
  • Community involvement and charity support
  • Deep understanding of wealth products and services

Key Requirements

  • Bachelor's degree strongly preferred
  • SIE and Series 7 licenses required
  • L&H and Series 66 or equivalent required
  • 1+ years relevant work experience in financial services

Work Rights

Not specified

Tailored Resume

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