Financial Advisor Trainee - Fresh Meadows, New York
TD
Fresh Meadows, New York, United States
Base: $28.85 usd ph; bonus/equity: not specified; ...
Financial needs assessment
Client relationship development
Insurance and annuity sales
The Financial Advisor Trainee role is a transitional position designed to develop skills necessary to qualify as a Financial Advisor Associate within a specified timeframe
Job Summary
The Financial Advisor Trainee role is a transitional position designed to develop skills necessary to qualify as a Financial Advisor Associate within a specified timeframe.
TD offers a comprehensive Total Rewards package including base salary, variable compensation, health benefits, retirement programs, paid time off, and career development opportunities.
TD is committed to fostering an inclusive culture that values diversity and provides ongoing training, mentoring, and support to help colleagues succeed.
Matching Summary
The Financial Advisor Trainee role is a transitional position designed to develop skills necessary to qualify as a Financial Advisor Associate within a specified timeframe.
Salary
Base: $28.85 USD per hour; Bonus/Equity: Not specified; Benefits: Health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts
Skills & Requirements
Must-have
Financial needs assessment
Client relationship development
Insurance and annuity sales
Wealth management advisory
Sales and referral goal planning
Compliance with FINRA regulations
Nice-to-have
Strong interpersonal skills
Team collaboration and communication
Customer service excellence
Self-directed work approach
Training and mentoring others
Key Requirements
Bachelor's Degree strongly preferred
1+ years relevant work experience or college degree
SIE required
Ability to obtain Life & Health, Series 7 and Series 66 licenses
Eligibility for employment under FINRA standards
Successful completion of background and regulatory checks
Work Rights
Must be eligible for employment under FINRA standards