Financial Advisor Associate - Great Falls, Va

TD Bank

Great Falls, Virginia, United States of America
Base: $66,560 - $99,320 usd; bonus/equity: eligibi...
Series 7 and sie licenses required
L&h and series 66 or equivalent license
Consultative sales experience in finance
This role serves as the primary relationship manager and fiduciary for TD Wealth clients, focusing on long-term retirement planning and wealth creation objectives

Job Summary

  • This role serves as the primary relationship manager and fiduciary for TD Wealth clients, focusing on long-term retirement planning and wealth creation objectives.
  • The position requires analyzing client financial information to recommend personalized investment and insurance strategies while educating prospects and clients on market trends.
  • TD offers a competitive total rewards package including base salary, variable compensation, health benefits, and extensive career development opportunities.

Matching Summary

This role serves as the primary relationship manager and fiduciary for TD Wealth clients, focusing on long-term retirement planning and wealth creation objectives.

Salary

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

Skills & Requirements

Must-have

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

Nice-to-have

  • Strong interpersonal and communication skills
  • Experience coaching retail staff on referrals
  • Commitment to community and charity initiatives
  • Ability to build lasting client relationships
  • Self-directed planning for sales goals

Key Requirements

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

Work Rights

Must be eligible for employment under FINRA standards; background checks required

Tailored Resume

Cover Letter