Financial Advisor - North Windham, Maine

TD Bank

Windham, Maine, United States
$72,280 - $108,160 usd; not specified; not specifi...
Client discovery and financial needs analysis
Customer-centric service delivery
Investment sales and financial planning
The Financial Advisor role is a three-year program with a forgivable draw, focused on providing financial planning guidance and selling 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 selling investment management solutions to TD Wealth clients.
  • This position requires servicing unique and complex client needs by reviewing financial goals, making investment recommendations, and acting as the central point of contact for client service and relationship development.
  • TD is committed to providing fair and equitable compensation, growth opportunities, and skill development, with a total rewards package including base salary, variable compensation, and comprehensive benefits.

Matching Summary

The Financial Advisor role is a three-year program with a forgivable draw, focused on providing financial planning guidance and selling investment management solutions to TD Wealth clients.

Salary

$72,280 - $108,160 USD; Not specified; Not specified

Skills & Requirements

Must-have

  • client discovery and financial needs analysis
  • customer-centric service delivery
  • investment sales and financial planning
  • relationship development and client retention
  • sales goal achievement and performance

Nice-to-have

  • positive and constructive work environment
  • community involvement and support
  • mentorship and team collaboration
  • proactive client needs anticipation

Key Requirements

  • 2+ years of advice, planning, and investment sales
  • SIE, Series 7, Series 63 required
  • L&H and Series 66 (or equivalent) or ability to obtain
  • Bachelor's degree strongly preferred
  • Consultative sales experience required
  • Ability to travel within assigned market

Work Rights

Not specified

Tailored Resume

Cover Letter