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 prospects and clients to attract and retain clients by addressing their wealth management advisory needs
Job Summary
The Financial Advisor Associate works with TD Wealth prospects and clients to attract and retain clients by addressing their wealth management advisory needs.
TD offers a comprehensive Total Rewards package including base salary, variable compensation, health benefits, savings and retirement programs, paid time off, and career development.
TD is committed to providing fair and equitable compensation opportunities and fostering a respectful workplace where diverse perspectives are valued and everyone has fair opportunities to grow.
Matching Summary
The Financial Advisor Associate works with TD Wealth prospects and clients to attract and retain clients by addressing their wealth management advisory needs.
Salary
Base: $66,560 - $99,320 USD; Bonus/Equity: Not specified; Benefits: Health, savings, retirement, PTO, career development
Skills & Requirements
Must-have
Wealth management advisory
Client relationship management
Financial analysis and planning
Investment and insurance strategies
Consultative sales experience
Use of SalesForce and Money Guide Pro
Travel within assigned market
Nice-to-have
Strong interpersonal skills
Coaching and training retail staff
Team collaboration and mentoring
Community involvement
Self-directed and organized
Ability to influence and build relationships
Key Requirements
Bachelor's degree strongly preferred
1+ years financial services experience
SIE & Series 7 required
L&H and Series 66 or ability to obtain
Eligible for FINRA registration
Ability to travel within assigned market
Criminal background and credit checks
Work Rights
Eligible for FINRA registration and employment in US