Financial Advisor Associate - Union, Nj

TD Bank

Union, New Jersey, United States of America
Base: $66,560 - $99,320 usd; bonus/equity: variabl...
Onsite
Sie & series 7 license required
L&h and series 66 license or equivalent
Consultative sales experience required
TD Bank is seeking a Financial Advisor Associate in Union, New Jersey, to support wealth management advisory needs by developing client relationships and providing personalized financial advice. The position emphasizes strong interpersonal skills, financial analysis capabilities, and the ability to work collaboratively within a team

Job Summary

  • The Financial Advisor Associate works as a fiduciary to provide objective financial advice and long-term retirement planning for TD Wealth clients.
  • This role involves analyzing client financial information to recommend personalized investment and insurance strategies that meet wealth creation objectives.
  • TD offers a competitive total rewards package including base salary, variable compensation, health benefits, and extensive career development opportunities.

Matching Summary

Match Score: 85

TD Bank is seeking a Financial Advisor Associate in Union, New Jersey, to support wealth management advisory needs by developing client relationships and providing personalized financial advice. The position emphasizes strong interpersonal skills, financial analysis capabilities, and the ability to work collaboratively within a team.

Salary

Base: $66,560 - $99,320 USD; Bonus/Equity: Variable compensation/incentive awards available; Benefits: Health, savings, retirement, PTO, and banking discounts

Skills & Requirements

Must-have

  • SIE & Series 7 license required
  • L&H and Series 66 license or equivalent
  • Consultative sales experience required
  • Ability to travel five days a week
  • Proficiency in SalesForce and Money Guide Pro

Nice-to-have

  • Strong interpersonal and communication skills
  • Experience with retail banking clients
  • Mentoring new FAA team members
  • Community involvement and charity support

Key Requirements

  • Bachelor's degree strongly preferred
  • 1+ years relevant work experience
  • SIE & Series 7 required
  • L&H and Series 66 required
  • Eligible for FINRA registration

Work Rights

Not specified

Tailored Resume

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