Financial Advisor Associate - Rutland, Vermont

TD

Rutland, Vermont, United States
Base: $61,880 - $92,560 usd; bonus/equity: not spe...
Strong interpersonal skills
Financial analysis knowledge
Salesforce proficiency
The Financial Advisor Associate works with TD Wealth clients to address their wealth management needs

Job Summary

  • The Financial Advisor Associate works with TD Wealth clients to address their wealth management needs.
  • The role involves analyzing financial information and recommending tailored investment strategies.
  • TD is committed to colleague development and offers a competitive benefits package.

Matching Summary

The Financial Advisor Associate works with TD Wealth clients to address their wealth management needs.

Salary

Base: $61,880 - $92,560 USD; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • strong interpersonal skills
  • financial analysis knowledge
  • SalesForce proficiency

Nice-to-have

  • ability to influence clients
  • community involvement
  • consultative sales experience

Key Requirements

  • Bachelor's degree strongly preferred
  • 1+ years relevant work experience
  • SIE & Series 7 required

Work Rights

Not specified

Tailored Resume

Cover Letter