Financial Advisor Associate - Cranston, Rhode Island

TD

Cranston, Rhode Island, United States of America
Base: $61,880 - $92,560 usd; bonus/equity: eligibl...
Client financial analysis and needs assessment
Investment and insurance strategy recommendation
Relationship building and retention skills
The Financial Advisor Associate works with TD Wealth prospects and clients to attract and retain them by addressing their wealth management advisory needs

Job Summary

  • The Financial Advisor Associate works with TD Wealth prospects and clients to attract and retain them by addressing their wealth management advisory needs.
  • As a fiduciary, the role requires putting the client's financial interests first when providing ongoing objective financial advice and long-term retirement planning.
  • TD offers a competitive Total Rewards package including base salary, variable compensation, health benefits, savings programs, and career development opportunities.

Matching Summary

The Financial Advisor Associate works with TD Wealth prospects and clients to attract and retain them by addressing their wealth management advisory needs.

Salary

Base: $61,880 - $92,560 USD; Bonus/Equity: Eligible for cash and/or equity incentive awards; Benefits: Health, well-being, savings, retirement, PTO, and banking discounts

Skills & Requirements

Must-have

  • Client financial analysis and needs assessment
  • Investment and insurance strategy recommendation
  • Relationship building and retention skills
  • Consultative sales experience required
  • Proficiency in SalesForce and Money Guide Pro

Nice-to-have

  • Strong verbal and written communication skills
  • Self-directed planning ability
  • Community involvement and charity support
  • Mentoring new associates capability
  • Deep understanding of wealth products

Key Requirements

  • Bachelor's degree strongly preferred
  • SIE and Series 7 licenses required
  • L&H and Series 66 or equivalent required
  • 1+ years relevant work experience in financial services
  • Ability to travel five days a week within territory

Work Rights

Not specified

Tailored Resume

Cover Letter