Financial Advisor - Allentown, Pa

The Dominion

Allentown, Pennsylvania, United States
Base: $72,280 - $108,160 usd; bonus/equity: not sp...
Financial planning and investment sales
Client relationship management
Sales goal achievement
The Financial Advisor role is a three-year program with a forgivable draw, focused on providing financial planning guidance and selling investment management solutions aligned to client goals

Job Summary

  • The Financial Advisor role is a three-year program with a forgivable draw, focused on providing financial planning guidance and selling investment management solutions aligned to client goals.
  • TD offers a comprehensive Total Rewards package including base salary, variable compensation, health and well-being benefits, savings and retirement programs, paid time off, and career development opportunities.
  • TD is committed to fostering an inclusive culture and providing ongoing training, mentoring, and support to help colleagues succeed and grow their careers.

Matching Summary

The Financial Advisor role is a three-year program with a forgivable draw, focused on providing financial planning guidance and selling investment management solutions aligned to client goals.

Salary

Base: $72,280 - $108,160 USD; Bonus/Equity: Not specified; Benefits: Health, retirement, PTO, and other benefits

Skills & Requirements

Must-have

  • Financial planning and investment sales
  • Client relationship management
  • Sales goal achievement
  • Compliance with financial regulations
  • Annual client review meetings
  • Lead generation and referrals

Nice-to-have

  • Coaching and mentoring skills
  • Community involvement
  • Strong organizational skills
  • Customer-centric service delivery
  • Team collaboration and communication

Key Requirements

  • Bachelor's degree strongly preferred
  • 2+ years financial advice and investment sales
  • SIE, Series 7, Series 63 required
  • L&H and Series 66 or ability to obtain
  • Eligibility for FINRA registration
  • Ability to travel within assigned market

Work Rights

Must be eligible for FINRA registration

Tailored Resume

Cover Letter