Financial Advisor - Annapolis, Md

TD Bank

Annapolis, Maryland, United States of America
Base: $72,280 - $108,160 usd; bonus/equity: not sp...
Providing financial planning guidance
Selling investment management solutions
Servicing client needs
The Financial Advisor role is a three-year program with a forgivable draw, for financial advisors or planners who will be providing financial planning guidance & selling investment management solutions

Job Summary

  • The Financial Advisor role is a three-year program with a forgivable draw, for financial advisors or planners who will be providing financial planning guidance & selling investment management solutions.
  • TD is committed to providing fair and equitable compensation opportunities to all colleagues, with growth opportunities and skill development as defining features of the colleague experience.
  • TD Bank is an equal opportunity employer and is committed to providing a respectful workplace where diverse perspectives are valued and everyone has fair opportunities to grow.

Matching Summary

The Financial Advisor role is a three-year program with a forgivable draw, for financial advisors or planners who will be providing financial planning guidance & selling investment management solutions.

Salary

Base: $72,280 - $108,160 USD; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • Providing financial planning guidance
  • Selling investment management solutions
  • Servicing client needs
  • Maximizing retention and growth
  • Executing compliant business activities

Nice-to-have

  • Fostering positive work environment
  • Community involvement
  • Mentoring new FAs
  • Remarkably human interactions

Key Requirements

  • 2+ years of experience
  • SIE, Series 7, Series 63 required
  • L&H and Series 66 (or equivalent) required
  • Ability to travel within assigned market
  • Consultative sales experience required

Work Rights

Not specified

Tailored Resume

Cover Letter