Financial Advisor Associate - North Andover, Massachusetts

TD Bank

North Andover, Massachusetts, United States of America
Base: $61,880 - $92,560 usd; bonus/equity: eligibl...
Not specified (assumed to be in-office based on location)
Strong interpersonal and communication skills
Ability to analyze client financial information
Consultative sales experience required
TD Bank is seeking a Financial Advisor Associate in North Andover, Massachusetts, to build and maintain client relationships while addressing wealth management needs. The role involves analyzing clients' financial situations and recommending tailored investment and insurance strategies

Job Summary

  • The Financial Advisor Associate works as a fiduciary to put client financial interests first while providing ongoing objective advice and long-term retirement planning.
  • The role involves developing and maintaining client relationships by analyzing financial data, recommending personalized investment strategies, and educating retail staff on referral prospects.
  • 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 North Andover, Massachusetts, to build and maintain client relationships while addressing wealth management needs. The role involves analyzing clients' financial situations and recommending tailored investment and insurance strategies.

Salary

Base: $61,880 - $92,560 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

  • Strong interpersonal and communication skills
  • Ability to analyze client financial information
  • Consultative sales experience required
  • Proficiency in Salesforce and Money Guide Pro
  • Ability to travel five days a week within territory

Nice-to-have

  • Self-directed with strong planning abilities
  • Mentoring new Financial Advisor Associates
  • Community involvement and charity support
  • Deep understanding of retail banking clients

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter