Financial Advisor- Garden City, Long Island

TD

Garden City, New York, United States of America
Base: $78,520 - $117,520 usd; bonus/equity: variab...
Investment sales experience required
Client financial planning guidance
Regulatory compliance adherence
The role involves a three-year program with a forgivable draw to provide financial planning guidance and sell investment management solutions

Job Summary

  • The role involves a three-year program with a forgivable draw to provide financial planning guidance and sell investment management solutions.
  • Advisors serve as the central point of contact to develop client relationships and achieve greater share of wallet through asset accumulation and protection strategies.
  • TD offers a competitive total rewards package including base salary, variable compensation, health benefits, and extensive career development opportunities.

Matching Summary

The role involves a three-year program with a forgivable draw to provide financial planning guidance and sell investment management solutions.

Salary

Base: $78,520 - $117,520 USD; Bonus/Equity: Variable compensation/incentive awards eligible; Benefits: Health, retirement, PTO, banking discounts

Skills & Requirements

Must-have

  • Investment sales experience required
  • Client financial planning guidance
  • Regulatory compliance adherence
  • Sales goal achievement capability
  • Wealth product knowledge

Nice-to-have

  • Strong verbal communication skills
  • Consultative sales approach
  • Community involvement interest
  • Mentoring new team members
  • Fast-paced environment adaptability

Key Requirements

  • Bachelor's degree strongly preferred
  • 2+ years advice and investment sales experience
  • SIE, Series 7, and Series 63 licenses required
  • L&H and Series 66 or equivalent required
  • Ability to travel five days a week within territory

Work Rights

Not specified

Tailored Resume

Cover Letter