Financial Advisor Associate - Royersford, Pa

TD Bank

Royersford, Pennsylvania, United States of America
Base: $61,880 - $92,560 usd; bonus/equity: eligibl...
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Client financial analysis and goal assessment
Investment and insurance strategy recommendation
Relationship building and consultative sales
** TD Bank is seeking a Financial Advisor Associate in Royersford, Pennsylvania, to engage with clients on wealth management and investment strategies. The role emphasizes building relationships, providing tailored financial advice, and achieving growth objectives while adhering to regulatory standards. **

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 a client base through acquisition, retention, and growing wallet share by anticipating client needs.
  • TD offers a competitive total rewards package including base salary, variable compensation, health benefits, and extensive career development opportunities.

Matching Summary

Match Score: 75

** TD Bank is seeking a Financial Advisor Associate in Royersford, Pennsylvania, to engage with clients on wealth management and investment strategies. The role emphasizes building relationships, providing tailored financial advice, and achieving growth objectives while adhering to regulatory standards. **

Salary

Base: $61,880 - $92,560 USD; Bonus/Equity: Eligible for cash and/or equity incentive awards; Benefits: Health, retirement, paid time off, and banking discounts

Skills & Requirements

Must-have

  • Client financial analysis and goal assessment
  • Investment and insurance strategy recommendation
  • Relationship building and consultative sales
  • Compliance with federal and state regulations
  • Proficiency in Salesforce and Money Guide Pro

Nice-to-have

  • Strong verbal and written communication skills
  • Self-directed planning and time management
  • Community involvement and charity support
  • Mentoring new associates and team collaboration

Key Requirements

  • Bachelor's degree strongly preferred
  • SIE and Series 7 licenses required
  • L&H and Series 66 (or equivalent) required
  • 1+ years relevant financial services experience
  • Ability to travel five days a week within territory

Work Rights

Not specified

Tailored Resume

Cover Letter