Financial Advisor - Media, Pa

TD Bank

Media, Pennsylvania, United States
Base: $72,280 - $108,160 usd; bonus/equity: not sp...
Providing financial planning guidance
Selling investment management solutions
Servicing unique client needs
The Financial Advisor role is a three-year program with a forgivable draw, for financial advisors or planners who will be providing financial planning guidance & selling investment management solutions

Job Summary

  • The Financial Advisor role is a three-year program with a forgivable draw, for financial advisors or planners who will be providing financial planning guidance & selling investment management solutions.
  • TD is committed to providing fair and equitable compensation opportunities to all colleagues, with growth opportunities and skill development defining features of the colleague experience.
  • TD Bank is an equal opportunity employer and is committed to providing a workplace where diverse perspectives are valued and everyone has fair opportunities to grow.

Matching Summary

The Financial Advisor role is a three-year program with a forgivable draw, for financial advisors or planners who will be providing financial planning guidance & selling investment management solutions.

Salary

Base: $72,280 - $108,160 USD; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • Providing financial planning guidance
  • Selling investment management solutions
  • Servicing unique client needs
  • Maximizing client retention and growth
  • Implementing Annual Client Review process
  • Meeting quarterly and annual sales goals

Nice-to-have

  • Fostering a positive work environment
  • Community involvement and initiatives
  • Mentoring new Financial Advisors
  • Delivering legendary service

Key Requirements

  • Bachelor's degree strongly preferred
  • 2+ years of experience
  • SIE, Series 7, Series 63 required
  • L&H and Series 66 (or equivalent) or ability to obtain
  • Ability to travel within assigned market
  • Consultative sales experience required

Work Rights

Not specified

Tailored Resume

Cover Letter