This role is part of a three-year program with a forgivable draw designed for financial advisors to provide guidance and sell investment solutions
Job Summary
This role is part of a three-year program with a forgivable draw designed for financial advisors to provide guidance and sell investment solutions.
The Financial Advisor serves as the central point of contact for clients, responsible for developing relationships to achieve greater share of wallet through asset accumulation and protection strategies.
TD offers a comprehensive Total Rewards package including base salary, variable compensation, health benefits, retirement programs, and career development opportunities.
Matching Summary
This role is part of a three-year program with a forgivable draw designed for financial advisors to provide guidance and sell investment solutions.
Salary
Base: $78,520 - $117,520 USD; Bonus/Equity: Variable compensation/incentive awards eligible; Benefits: Health, savings, retirement, PTO, and banking discounts included
Skills & Requirements
Must-have
Selling investments and providing financial plans
Delivering legendary customer service
Managing client relationships and goals
Executing annual client reviews
Meeting quarterly and annual sales goals
Nice-to-have
Self-directed with strong planning ability
Fostering a positive work environment
Mentoring new Financial Advisors
Community involvement and charity support
Key Requirements
Bachelor's degree strongly preferred
2+ years of advice, planning, and investment sales experience
SIE, Series 7, and Series 63 licenses required
L&H and Series 66 (or equivalent) required or obtainable
Ability to travel five days a week within assigned market