Financial Advisor Associate - Burlington, Vermont

TD

Burlington, Vermont, United States
Base: $61,880 - $92,560 usd; bonus/equity: not spe...
Wealth management advisory
Client relationship management
Financial analysis and planning
The Financial Advisor Associate works with TD Wealth clients to attract, retain, and advise on wealth management strategies tailored to their financial goals

Job Summary

  • The Financial Advisor Associate works with TD Wealth clients to attract, retain, and advise on wealth management strategies tailored to their financial goals.
  • TD offers a comprehensive Total Rewards package including base salary, variable compensation, health benefits, retirement programs, paid time off, and career development opportunities.
  • The role emphasizes ongoing client consultation, compliance with regulations, and collaboration with retail and small business partners to deepen client relationships and grow the client base.

Matching Summary

The Financial Advisor Associate works with TD Wealth clients to attract, retain, and advise on wealth management strategies tailored to their financial goals.

Salary

Base: $61,880 - $92,560 USD; 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

  • Wealth management advisory
  • Client relationship management
  • Financial analysis and planning
  • Investment and insurance strategies
  • Consultative sales experience
  • Proficient in SalesForce and Money Guide Pro

Nice-to-have

  • Strong interpersonal skills
  • Team collaboration and mentoring
  • Community involvement and charity support
  • Self-directed activity planning
  • Ability to influence and coach staff

Key Requirements

  • Bachelor's degree strongly preferred
  • 1+ years financial services experience
  • SIE & Series 7 required
  • L&H and Series 66 or ability to obtain
  • Ability to travel within assigned market
  • Consultative sales experience required

Work Rights

Must be eligible for employment under FINRA standards

Tailored Resume

Cover Letter