Base: $72,280 - $108,160 usd; bonus/equity: not sp...
Experience selling investments
Customer-centric service delivery
Financial planning and investment sales
The Financial Advisor role is a three-year program with a forgivable draw, focused on providing financial planning guidance and investment management solutions to TD Wealth clients
Job Summary
The Financial Advisor role is a three-year program with a forgivable draw, focused on providing financial planning guidance and investment management solutions to TD Wealth clients.
TD offers a comprehensive Total Rewards package including base salary, variable compensation, health benefits, retirement programs, paid time off, and career development opportunities.
TD is committed to fostering a respectful and inclusive workplace culture that values diversity and supports colleague growth and success.
Matching Summary
The Financial Advisor role is a three-year program with a forgivable draw, focused on providing financial planning guidance and investment management solutions to TD Wealth clients.
Salary
Base: $72,280 - $108,160 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
Experience selling investments
Customer-centric service delivery
Financial planning and investment sales
Ability to manage client relationships
Compliance with financial regulations
Consultative sales experience
Ability to travel within assigned market
Nice-to-have
Coaching and mentoring skills
Strong organizational skills
Team collaboration and communication
Community involvement
Positive work environment contributor
Advanced wealth product knowledge
Key Requirements
Bachelor's degree strongly preferred
2+ years of financial advice and investment sales
SIE, Series 7, Series 63 required
L&H and Series 66 or ability to obtain
Eligibility for FINRA registration
Ability to commute and travel within territory
Work Rights
Must be eligible for employment under FINRA standards