The Financial Advisor Associate serves as the primary relationship manager and fiduciary for TD Wealth clients, focusing on long-term retirement planning and wealth creation objectives
Job Summary
The Financial Advisor Associate serves as the primary relationship manager and fiduciary for TD Wealth clients, focusing on long-term retirement planning and wealth creation objectives.
Candidates must possess broad knowledge of financial markets and demonstrate the ability to analyze client assets, liabilities, and goals to recommend personalized investment strategies.
TD offers a competitive total rewards package including base salary, variable compensation, health benefits, and extensive career development opportunities through training and mentoring programs.
Matching Summary
The Financial Advisor Associate serves as the primary relationship manager and fiduciary for TD Wealth clients, focusing on long-term retirement planning and wealth creation objectives.
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 included
Skills & Requirements
Must-have
Client relationship management skills
Investment and insurance strategy knowledge
SalesForce and Money Guide Pro proficiency
Consultative sales experience required
Ability to travel five days a week
Nice-to-have
Strong interpersonal communication skills
Mentoring new FAA colleagues
Community involvement and charity support
Deep understanding of wealth products
Proactive business development techniques
Key Requirements
Bachelor's degree strongly preferred
SIE & Series 7 licenses required
L&H and Series 66 licenses or ability to obtain
1+ years relevant work experience in financial services
Eligibility for FINRA registration and background checks