Financial Advisor Associate - Oceanside, Ny

TD

Oceanside, New York, United States
Base: $66,560 - $99,320 usd; bonus/equity: not spe...
Wealth management advisory services
Client relationship management
Financial analysis and planning
The Financial Advisor Associate works with TD Wealth clients to attract, retain, and advise on personalized wealth management strategies

Job Summary

  • The Financial Advisor Associate works with TD Wealth clients to attract, retain, and advise on personalized wealth management strategies.
  • TD offers a comprehensive Total Rewards package including base salary, variable compensation, health benefits, retirement programs, and career development.
  • The role emphasizes ongoing client consultation, compliance with regulatory requirements, and collaboration with retail and small business teams.

Matching Summary

The Financial Advisor Associate works with TD Wealth clients to attract, retain, and advise on personalized wealth management strategies.

Salary

Base: $66,560 - $99,320 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 services
  • Client relationship management
  • Financial analysis and planning
  • Investment and insurance strategies
  • Consultative sales experience
  • Proficient in SalesForce and Money Guide Pro
  • Ability to travel within assigned market

Nice-to-have

  • Strong interpersonal skills
  • Team collaboration and mentoring
  • Community involvement and charity support
  • Career development and training opportunities
  • Self-directed planning and organization

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 commute and travel within assigned territory
  • Eligible for employment under FINRA standards

Work Rights

Eligible for employment under FINRA standards

Tailored Resume

Cover Letter