Financial Advisor - North Windham, Maine

TD

Windham, Maine, United States of America
Base: $72,280 - $108,160 usd; bonus/equity: variab...
Selling investments and providing financial plans
Delivering legendary customer service
Managing annual client reviews
The role is a three-year program with a forgivable draw designed for financial advisors to provide guidance and sell investment solutions

Job Summary

  • The role is a three-year program with a forgivable draw designed for financial advisors to provide guidance and sell investment solutions.
  • Advisors serve as the central point of contact to deepen wallet share by helping clients achieve goals related to asset accumulation, preservation, growth, and protection.
  • TD offers a competitive total rewards package including base salary, variable compensation, health benefits, and extensive career development opportunities.

Matching Summary

The role is a three-year program with a forgivable draw designed for financial advisors to provide guidance and sell investment solutions.

Salary

Base: $72,280 - $108,160 USD; Bonus/Equity: Variable compensation/incentive awards eligible; Benefits: Health, savings, retirement, PTO, banking discounts

Skills & Requirements

Must-have

  • Selling investments and providing financial plans
  • Delivering legendary customer service
  • Managing annual client reviews
  • Achieving quarterly and annual sales goals
  • Referring business to retail partners

Nice-to-have

  • Coaching retail staff on wealth solutions
  • Fostering a positive work environment
  • Community involvement and charity support
  • Mentoring new financial advisors
  • Proactive client needs anticipation

Key Requirements

  • Bachelor's degree strongly preferred
  • 2+ years of advice, planning, and investment sales experience
  • SIE, Series 7, and Series 63 licenses required
  • L&H and Series 66 (or equivalent) required or obtainable
  • Ability to travel five days a week within assigned market

Work Rights

Not specified

Tailored Resume

Cover Letter