Financial Advisor-ramsey, Nj

TD

Ramsey, New Jersey, United States of America
$78,520 - $117,520 usd; not specified; not specifi...
Providing financial planning guidance
Selling investment management solutions
Customer-centric service delivery
The Financial Advisor (FA) 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 (FA) 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 as defining features of the colleague experience.
  • TD Bank is an equal opportunity employer and is committed to providing a respectful workplace where diverse perspectives are valued and everyone has fair opportunities to grow.

Matching Summary

The Financial Advisor (FA) 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

$78,520 - $117,520 USD; Not specified; Not specified

Skills & Requirements

Must-have

  • providing financial planning guidance
  • selling investment management solutions
  • customer-centric service delivery
  • client relationship development
  • meeting sales goals
  • adhering to regulations and policies

Nice-to-have

  • fostering positive work environment
  • coaching and training staff
  • community involvement
  • proactive client contact

Key Requirements

  • 2+ years of advice, planning, investment sales
  • SIE, Series 7, Series 63 required
  • L&H and Series 66 or equivalent required
  • Bachelor's degree strongly preferred
  • Ability to travel within assigned market

Work Rights

Not specified

Tailored Resume

Cover Letter