Financial Advisor Associate - Keene, New Hampshire

TD

Keene, New Hampshire, United States
Base: $61,880 - $92,560 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 Total Rewards package including base salary, variable compensation, health benefits, savings and retirement programs, paid time off, and career development opportunities.
  • The role involves educating and coaching Retail Store staff to identify referral prospects and collaborating with partners across the organization.

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: $61,880 - $92,560 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
  • Investment and insurance strategies
  • Consultative sales experience
  • Proficient in SalesForce and Money Guide Pro
  • Travel within assigned market

Nice-to-have

  • Strong interpersonal skills
  • Mentoring new associates
  • Community involvement
  • Team collaboration
  • Career development focus

Key Requirements

  • Bachelor's degree strongly preferred
  • 1+ years financial services experience or FAA Trainee program completion
  • SIE & Series 7 required
  • L&H and Series 66 required or ability to obtain
  • Ability to travel within assigned market
  • Consultative sales experience required
  • Must meet FINRA employment eligibility and background checks

Work Rights

Must meet FINRA employment eligibility and background checks

Tailored Resume

Cover Letter