Financial Advisor Associate - Union, Nj

TD

Union, NJ, United States
$66,560 - $99,320 usd; not specified; not specifie...
Wealth management advisory
Client relationship management
Financial analysis skills
The Financial Advisor Associate works with TD Wealth clients to address their wealth management needs

Job Summary

  • The Financial Advisor Associate works with TD Wealth clients to address their wealth management needs.
  • This role involves analyzing financial information and recommending tailored investment strategies.
  • TD is committed to colleague development and offers competitive compensation and benefits.

Matching Summary

The Financial Advisor Associate works with TD Wealth clients to address their wealth management needs.

Salary

$66,560 - $99,320 USD; Not specified; Not specified

Skills & Requirements

Must-have

  • wealth management advisory
  • client relationship management
  • financial analysis skills
  • SalesForce proficiency

Nice-to-have

  • strong interpersonal skills
  • community involvement
  • consultative sales experience

Key Requirements

  • Bachelor's degree preferred
  • 1+ years financial services experience
  • SIE & Series 7 required
  • L&H and Series 66 or equivalent

Work Rights

Not specified

Tailored Resume

Cover Letter