Financial Advisor-(multiple Levels)-astoria Queens

TD Bank

Astoria, New York, United States of America
Base: $66,560 - $117,520 usd; bonus/equity: not sp...
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Consultative sales experience
Client relationship management
Investment product knowledge
** TD Bank is seeking Financial Advisors for their Astoria, New York location, offering a three-year program designed to provide financial planning guidance and investment management solutions to clients. The position emphasizes customer-centric service, relationship building, and achieving sales goals within a supportive and growth-oriented company culture. **

Job Summary

  • The Financial Advisor role is a three-year program with a forgivable draw, for financial advisors or planners who will be providing financial planning guidance and selling investment management solutions.
  • The role serves as the central point of contact, responsible for providing client service and developing relationships to achieve greater share of wallet by helping clients achieve their goals related to asset accumulation, preservation, growth, and protection.
  • TD Bank is committed to providing fair and equitable compensation opportunities to all colleagues, with growth opportunities and skill development being defining features of the colleague experience.

Matching Summary

Match Score: 75

** TD Bank is seeking Financial Advisors for their Astoria, New York location, offering a three-year program designed to provide financial planning guidance and investment management solutions to clients. The position emphasizes customer-centric service, relationship building, and achieving sales goals within a supportive and growth-oriented company culture. **

Salary

Base: $66,560 - $117,520 USD; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • Consultative sales experience
  • Client relationship management
  • Investment product knowledge
  • Regulatory compliance
  • Customer service orientation
  • Time management skills

Nice-to-have

  • Community involvement
  • Leadership experience
  • Cross-department collaboration
  • Technology proficiency

Key Requirements

  • Bachelor's degree
  • 2+ years of providing advice, planning, and investment sales
  • SIE, Series 7, Series 63 required
  • L&H and Series 66 (or equivalent) or ability to obtain within licensing schedule
  • Compliance with federal, state, SRO regulations, and firm policies

Work Rights

Must have US citizenship

Tailored Resume

Cover Letter