Financial Advisor Associate - North Andover, Massachusetts

TD

North Andover, Massachusetts, United States
Base: $61,880 - $92,560 usd; bonus/equity: variabl...
Series 7 and sie licenses required
L&h and series 66 licensing or ability to obtain
Consultative sales experience with financial clients
The Financial Advisor Associate works as a fiduciary to analyze client financial information and recommend personalized investment and insurance strategies

Job Summary

  • The Financial Advisor Associate works as a fiduciary to analyze client financial information and recommend personalized investment and insurance strategies.
  • This role involves developing and maintaining client relationships while educating and coaching retail staff to identify new referral prospects.
  • TD offers a competitive total rewards package including base salary, variable compensation, health benefits, and extensive career development opportunities.

Matching Summary

The Financial Advisor Associate works as a fiduciary to analyze client financial information and recommend personalized investment and insurance strategies.

Salary

Base: $61,880 - $92,560 USD; Bonus/Equity: Variable compensation/incentive awards eligible; Benefits: Health, retirement, PTO, banking discounts included

Skills & Requirements

Must-have

  • Series 7 and SIE licenses required
  • L&H and Series 66 licensing or ability to obtain
  • Consultative sales experience with financial clients
  • Proficiency in SalesForce and Money Guide Pro software
  • Ability to travel five days a week within assigned territory

Nice-to-have

  • Strong interpersonal skills for building lasting client relationships
  • Experience coaching retail staff on referral prospects
  • Commitment to community initiatives and charity support
  • Self-directed planning abilities for sales goals
  • Deep understanding of wealth products and services

Key Requirements

  • Bachelor's degree strongly preferred
  • 1+ years relevant work experience in financial services
  • SIE and Series 7 licenses required
  • L&H and Series 66 (or equivalent) required
  • Eligible for FINRA registration and background checks

Work Rights

Not specified

Tailored Resume

Cover Letter