Financial Advisor Associate- Borough Park

The Dominion

Brooklyn, New York, United States
Base: $66,560 - $99,320 usd; bonus/equity: not spe...
Wealth management advisory
Client relationship management
Financial analysis and planning
The Financial Advisor Associate works with TD Wealth clients to analyze their financial goals and provide tailored investment and insurance advice to meet their wealth creation objectives

Job Summary

  • The Financial Advisor Associate works with TD Wealth clients to analyze their financial goals and provide tailored investment and insurance advice to meet their wealth creation objectives.
  • TD offers a comprehensive Total Rewards package including base salary, variable compensation, health benefits, retirement programs, paid time off, and career development opportunities.
  • The role requires adherence to regulatory compliance, ongoing client consultation, and collaboration with retail and small business partners to grow and retain the client base.

Matching Summary

The Financial Advisor Associate works with TD Wealth clients to analyze their financial goals and provide tailored investment and insurance advice to meet their wealth creation objectives.

Salary

Base: $66,560 - $99,320 USD; Bonus/Equity: Not specified; Benefits: Health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts

Skills & Requirements

Must-have

  • Wealth management advisory
  • Client relationship management
  • Financial analysis and planning
  • Consultative sales experience
  • Use of SalesForce and Money Guide Pro
  • Compliance with financial regulations

Nice-to-have

  • Strong interpersonal skills
  • Team collaboration and mentoring
  • Community involvement and charity support
  • Self-directed planning
  • Ability to influence and coach staff

Key Requirements

  • Bachelor's degree strongly preferred
  • 1+ years financial services experience or FAA Trainee completion
  • SIE & Series 7 required
  • L&H and Series 66 or ability to obtain
  • Ability to travel within assigned market
  • Eligibility under FINRA standards

Work Rights

Must be eligible for employment under FINRA standards

Tailored Resume

Cover Letter