Financial Advisor Trainee - Port Saint Lucie, Fl

TD

Port Saint Lucie, Florida, United States of America
$25.75 - $38.50 usd; not specified; not specified ...
Financial analysis and markets
Client relationship development
Investment and insurance strategies
The Financial Advisor Trainee role is a transitional position designed to equip individuals with the skills necessary to become a Financial Advisor Associate, focusing on client wealth management needs

Job Summary

  • The Financial Advisor Trainee role is a transitional position designed to equip individuals with the skills necessary to become a Financial Advisor Associate, focusing on client wealth management needs.
  • Responsibilities include analyzing client financial information, educating on investment and insurance strategies, and acting as a fiduciary to prioritize client interests.
  • TD offers a comprehensive Total Rewards package, including base salary, variable compensation, health and well-being benefits, savings programs, and opportunities for career development and training.

Matching Summary

The Financial Advisor Trainee role is a transitional position designed to equip individuals with the skills necessary to become a Financial Advisor Associate, focusing on client wealth management needs.

Salary

$25.75 - $38.50 USD; Not specified; Not specified

Skills & Requirements

Must-have

  • Financial analysis and markets
  • Client relationship development
  • Investment and insurance strategies
  • Fiduciary responsibility to clients
  • Sales and referral goals

Nice-to-have

  • Remarkably human interactions
  • Simpler, faster banking experience
  • Deep, lasting relationships
  • Diverse perspectives valued

Key Requirements

  • Bachelor's Degree strongly preferred
  • 1+ years of relevant work experience or college degree
  • SIE required
  • Ability to obtain Life & Health, Series 7 and Series 66 licenses
  • Must be able to travel to FA training class
  • Must be able to commute to assigned office

Work Rights

Not specified

Tailored Resume

Cover Letter