Financial Advisor Associate - Hicksville, Ny

TD

Hicksville, New York, United States of America
Base: $66,560 - $99,320 usd; bonus/equity: eligibl...
Client financial analysis and needs assessment
Investment and insurance strategy recommendation
Relationship building and sales goal achievement
The Financial Advisor Associate serves as a fiduciary, prioritizing client financial interests while providing objective advice on wealth management and retirement planning

Job Summary

  • The Financial Advisor Associate serves as a fiduciary, prioritizing client financial interests while providing objective advice on wealth management and retirement planning.
  • Candidates will be responsible for developing new client bases through acquisition strategies and retaining existing clients via ongoing consultation and annual reviews.
  • TD offers comprehensive training, onboarding sessions, and a competitive total rewards package including base salary, variable compensation, and extensive benefits.

Matching Summary

The Financial Advisor Associate serves as a fiduciary, prioritizing client financial interests while providing objective advice on wealth management and retirement planning.

Salary

Base: $66,560 - $99,320 USD; Bonus/Equity: Eligible for cash and/or equity incentive awards; Benefits: Health, well-being, savings, retirement, PTO, and banking discounts

Skills & Requirements

Must-have

  • Client financial analysis and needs assessment
  • Investment and insurance strategy recommendation
  • Relationship building and sales goal achievement
  • Compliance with federal and state regulations
  • Proficiency in Salesforce and Money Guide Pro

Nice-to-have

  • Strong verbal and written communication skills
  • Ability to coach retail staff on referrals
  • Experience with high net worth client transitions
  • Community involvement and charity support
  • Self-directed planning and time management

Key Requirements

  • Bachelor's degree strongly preferred
  • SIE and Series 7 licenses required
  • L&H and Series 66 or equivalent required
  • 1+ years of relevant financial services experience
  • Eligibility for FINRA registration and background checks

Work Rights

Not specified

Tailored Resume

Cover Letter