Financial Advisor Associate - Warminster, Pa

TD Bank

Warminster, Pennsylvania, United States of America
Base: $61,880 - $92,560 usd; bonus/equity: eligibl...
Onsite (warminster, pa)
Client financial analysis and goal assessment
Investment and insurance strategy recommendation
Fiduciary duty to prioritize client interests
TD Bank is seeking a Financial Advisor Associate in Warminster, Pennsylvania, to help manage client relationships and provide personalized wealth management advice. The role requires strong interpersonal and analytical skills, as well as a commitment to client interests

Job Summary

  • The Financial Advisor Associate works as a fiduciary to attract, retain, and advise clients on their wealth management needs including investments and insurance.
  • The role requires analyzing client financial information to develop personalized strategies while educating retail staff to identify new prospects.
  • TD Bank offers a competitive compensation package ranging from $61,880 to $92,560 along with comprehensive benefits and career development opportunities.

Matching Summary

Match Score: 85

TD Bank is seeking a Financial Advisor Associate in Warminster, Pennsylvania, to help manage client relationships and provide personalized wealth management advice. The role requires strong interpersonal and analytical skills, as well as a commitment to client interests.

Salary

Base: $61,880 - $92,560 USD; Bonus/Equity: Eligible for cash and/or equity incentive awards; Benefits: Health, retirement, paid time off, banking discounts

Skills & Requirements

Must-have

  • Client financial analysis and goal assessment
  • Investment and insurance strategy recommendation
  • Fiduciary duty to prioritize client interests
  • SalesForce and Money Guide Pro proficiency
  • Retail staff coaching and referral generation
  • Compliance with federal and state regulations

Nice-to-have

  • Strong interpersonal and relationship building skills
  • Self-directed planning for sales goals
  • Community involvement and charity support
  • Mentoring new Financial Advisor Associates
  • 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 financial services experience
  • Ability to travel five days a week within territory

Work Rights

Not specified

Tailored Resume

Cover Letter