Financial Advisor - Bethpage

TD

Bethpage, New York, United States of America
Base: $72,280 - $108,160 usd; bonus/equity: variab...
Investment sales experience required
Client discovery and financial needs analysis
Annual client review execution
The role involves a three-year program with a forgivable draw designed to develop financial advisors in providing guidance and selling investment solutions

Job Summary

  • The role involves a three-year program with a forgivable draw designed to develop financial advisors in providing guidance and selling investment solutions.
  • Advisors serve as the central point of contact to deepen wallet share by anticipating client needs and recommending appropriate wealth solutions.
  • TD offers a comprehensive Total Rewards package including base salary, variable compensation, health benefits, and career development opportunities.

Matching Summary

The role involves a three-year program with a forgivable draw designed to develop financial advisors in providing guidance and selling investment solutions.

Salary

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

Skills & Requirements

Must-have

  • Investment sales experience required
  • Client discovery and financial needs analysis
  • Annual Client Review execution
  • Wealth product knowledge
  • Consultative sales approach

Nice-to-have

  • Community involvement and charity support
  • Mentoring new Financial Advisors
  • Cross-selling to retail partners
  • Fast-paced environment adaptability

Key Requirements

  • Bachelor's degree strongly preferred
  • 2+ years advice, planning, and investment sales experience
  • SIE, Series 7, and Series 63 licenses required
  • L&H and Series 66 (or equivalent) required or obtainable
  • Ability to travel five days a week within assigned market

Work Rights

Not specified

Tailored Resume

Cover Letter