Financial Advisor Associate- Manhattan, Ny

TD

New York, NY, United States
Base: $66,560 - $99,320 usd; bonus/equity: not spe...
Financial analysis and advisory
Client relationship management
Wealth management strategies
The Financial Advisor Associate works with TD Wealth clients to analyze their financial goals and provide tailored investment and insurance advice to meet their wealth creation objectives

Job Summary

  • The Financial Advisor Associate works with TD Wealth clients to analyze their financial goals and provide tailored investment and insurance advice to meet their wealth creation objectives.
  • TD offers a comprehensive Total Rewards package including base salary, variable compensation, health benefits, retirement programs, paid time off, and career development support.
  • The role involves developing client relationships, educating retail staff for referrals, and ensuring compliance with all regulatory and firm policies.

Matching Summary

The Financial Advisor Associate works with TD Wealth clients to analyze their financial goals and provide tailored investment and insurance advice to meet their wealth creation objectives.

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

  • Financial analysis and advisory
  • Client relationship management
  • Wealth management strategies
  • Consultative sales experience
  • Use of SalesForce and Money Guide Pro
  • Travel within assigned market

Nice-to-have

  • Strong interpersonal skills
  • Team mentoring and collaboration
  • Community involvement and charity support
  • Career development opportunities
  • Training and onboarding provided

Key Requirements

  • Bachelor's degree strongly preferred
  • 1+ years financial services experience
  • SIE & Series 7 required
  • L&H and Series 66 or ability to obtain
  • FINRA registration eligibility
  • Ability to travel and commute within territory

Work Rights

Must be eligible for employment under FINRA standards

Tailored Resume

Cover Letter