Financial Advisor - Asheville, Nc

TD

Asheville, North Carolina, United States of America
Base: $72,280 - $108,160 usd; bonus/equity: variab...
Selling investments and providing financial plans
Delivering legendary customer service
Conducting annual client reviews
This three-year program includes a forgivable draw for financial advisors providing guidance and selling investment solutions

Job Summary

  • This three-year program includes a forgivable draw for financial advisors providing guidance and selling investment solutions.
  • The role serves as the central point of contact responsible for developing client relationships to achieve greater share of wallet.
  • TD offers a competitive total rewards package including base salary, variable compensation, health benefits, and career development opportunities.

Matching Summary

This three-year program includes a forgivable draw for financial advisors providing guidance and selling investment solutions.

Salary

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

Skills & Requirements

Must-have

  • Selling investments and providing financial plans
  • Delivering legendary customer service
  • Conducting annual client reviews
  • Achieving quarterly and annual sales goals
  • Managing client relationships and referrals

Nice-to-have

  • Self-directed with strong planning abilities
  • Experience interacting with retail banking clients
  • Ability to foster positive work environment
  • Community involvement and charity support
  • Mentoring new financial advisors

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
  • Eligibility for FINRA registration and background checks

Work Rights

Must be eligible for employment under FINRA standards

Tailored Resume

Cover Letter