Base: $72,280 - $108,160 usd; bonus/equity: not sp...
Financial planning and investment sales
Client relationship management
Sales goal achievement
The Financial Advisor role is a three-year program with a forgivable draw, focused on providing financial planning guidance and selling investment management solutions to TD Wealth clients
Job Summary
The Financial Advisor role is a three-year program with a forgivable draw, focused on providing financial planning guidance and selling investment management solutions to TD Wealth clients.
TD offers a comprehensive Total Rewards package including base salary, variable compensation, health benefits, retirement programs, paid time off, and career development opportunities.
TD is committed to fostering an inclusive culture that values diversity and provides ongoing training, mentoring, and support to help colleagues succeed and grow their careers.
Matching Summary
The Financial Advisor role is a three-year program with a forgivable draw, focused on providing financial planning guidance and selling investment management solutions to TD Wealth clients.
Salary
Base: $72,280 - $108,160 USD; Bonus/Equity: Not specified; Benefits: Health, retirement, paid time off, career development
Skills & Requirements
Must-have
Financial planning and investment sales
Client relationship management
Sales goal achievement
Compliance with financial regulations
Customer-centric service delivery
Lead generation and referral promotion
Nice-to-have
Coaching and mentoring skills
Strong organizational and time management
Community involvement and charity support
Ability to work in fast paced environment
Collaborative team player
Advanced wealth product knowledge
Key Requirements
Bachelor's degree strongly preferred
2+ years financial advice and investment sales
SIE, Series 7, Series 63 required
L&H and Series 66 or ability to obtain
Eligibility for employment under FINRA standards
Work Rights
Must be eligible for employment under FINRA standards