Financial Advisor Associate- Paterson, Nj

TD Ameritrade

Paterson, New Jersey, United States of America
Base: $66,560 - $99,320 usd; bonus/equity: eligibl...
Not specified (assumed in-office based on duties and location)
Client relationship management skills
Financial analysis and planning expertise
Investment and insurance product knowledge
TD Ameritrade is seeking a Financial Advisor Associate in Paterson, NJ, to provide wealth management advisory services to clients. The role requires strong interpersonal skills for client relationship management, knowledge of financial products, and the ability to analyze clients' financial situations to recommend tailored investment strategies

Job Summary

  • The Financial Advisor Associate serves as a fiduciary, putting client financial interests first while providing objective advice on wealth management and retirement planning.
  • This role involves developing and maintaining client relationships through ongoing consultation, financial needs analysis, and periodic annual reviews to ensure strategies align with client goals.
  • TD offers comprehensive training, onboarding sessions, and a competitive total rewards package including base salary, variable compensation, and extensive benefits for colleagues.

Matching Summary

Match Score: 85

TD Ameritrade is seeking a Financial Advisor Associate in Paterson, NJ, to provide wealth management advisory services to clients. The role requires strong interpersonal skills for client relationship management, knowledge of financial products, and the ability to analyze clients' financial situations to recommend tailored investment strategies.

Salary

Base: $66,560 - $99,320 USD; Bonus/Equity: Eligible for cash and/or equity incentive awards; Benefits: Health, savings, retirement programs, PTO, and banking discounts included

Skills & Requirements

Must-have

  • Client relationship management skills
  • Financial analysis and planning expertise
  • Investment and insurance product knowledge
  • SalesForce and Money Guide Pro proficiency
  • Ability to travel within assigned territory

Nice-to-have

  • Strong interpersonal and communication skills
  • Experience with retail banking clients
  • Consultative sales experience
  • Community involvement and charity support

Key Requirements

  • Bachelor's degree strongly preferred
  • SIE & Series 7 licenses required
  • L&H and Series 66 (or equivalent) required
  • 1+ years of relevant financial services experience
  • Eligibility for FINRA registration and background checks

Work Rights

Not specified

Tailored Resume

Cover Letter