Financial Advisor Associate - Bluffton, Sc

TD Ameritrade

Bluffton, South Carolina, United States of America
Base: $61,880 - $92,560 usd; bonus/equity: variabl...
Onsite
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 Bluffton, South Carolina, to develop and maintain client relationships while providing personalized wealth management advice. The ideal candidate will possess strong interpersonal skills and a comprehensive understanding of financial products and services

Job Summary

  • The Financial Advisor Associate serves as a fiduciary, putting client financial interests first while providing ongoing objective advice and retirement planning.
  • This role involves developing and maintaining client relationships by analyzing financial data, recommending personalized investment strategies, and educating clients on 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: 85

TD Ameritrade is seeking a Financial Advisor Associate in Bluffton, South Carolina, to develop and maintain client relationships while providing personalized wealth management advice. The ideal candidate will possess strong interpersonal skills and a comprehensive understanding of financial products and services.

Salary

Base: $61,880 - $92,560 USD; Bonus/Equity: Variable compensation/incentive awards eligible; Benefits: Health, savings, retirement, PTO, 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
  • Willingness to travel within assigned territory

Nice-to-have

  • Self-directed planning and goal achievement
  • Mentoring capabilities for new associates
  • Community involvement and charity support
  • Experience with high net worth transitions
  • Deep understanding of wealth products

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
  • Eligibility for FINRA registration and background checks

Work Rights

Must be eligible for employment under FINRA standards; subject to background checks

Tailored Resume

Cover Letter