Financial Advisor Associate - Westfield, Massachusetts

The Dominion

Westfield, Massachusetts, United States
$61,880 - $92,560 usd; not specified; not specifie...
Strong interpersonal skills
Proficient in salesforce
Ability to analyze financial information
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 total rewards package.

Matching Summary

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

Salary

$61,880 - $92,560 USD; Not specified; Not specified

Skills & Requirements

Must-have

  • Strong interpersonal skills
  • Proficient in SalesForce
  • Ability to analyze financial information

Nice-to-have

  • Relationship building skills
  • Consultative sales experience
  • Community involvement

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter