The Financial Advisor Associate works as a fiduciary to analyze client financial information and recommend personalized investment and insurance strategies
Job Summary
The Financial Advisor Associate works as a fiduciary to analyze client financial information and recommend personalized investment and insurance strategies.
The role involves developing a client base through acquisition, retaining existing clients via ongoing consultation, and educating retail staff on referral opportunities.
TD offers a competitive total rewards package including base salary, variable compensation, health benefits, and extensive career development programs.
Matching Summary
The Financial Advisor Associate works as a fiduciary to analyze client financial information and recommend personalized investment and insurance strategies.
Salary
Base: $66,560 - $99,320 USD; Bonus/Equity: Eligible for cash and/or equity incentive awards; Benefits: Health, retirement, paid time off, and banking discounts included
Skills & Requirements
Must-have
Client financial analysis and goal assessment
Investment and insurance strategy recommendation
Relationship building and client retention
SalesForce and Money Guide Pro proficiency
Compliance with federal and state regulations
Nice-to-have
Strong verbal and written communication skills
Self-directed planning and time management
Community involvement and charity support
Mentoring new associates
Consultative sales experience
Key Requirements
Bachelor's degree strongly preferred
SIE and Series 7 licenses required
L&H and Series 66 or equivalent required
1+ years relevant financial services experience
Ability to travel within assigned territory five days a week