Financial Advisor Associate - North Andover, Massachusetts
TD Bank
North Andover, Massachusetts, United States of America
$61,880 - $92,560 usd; not specified; not specifie...
Financial analysis and markets
Investment and insurance strategies
Client relationship management
The Financial Advisor Associate works with TD Wealth prospects and clients to attract and retain them by addressing their wealth management advisory needs
Job Summary
The Financial Advisor Associate works with TD Wealth prospects and clients to attract and retain them by addressing their wealth management advisory needs.
The FAA is responsible for all aspects of developing and maintaining client relationships by providing on-going consultation, advice, planning and day to day account servicing.
TD is committed to providing fair and equitable compensation opportunities to all colleagues, with growth opportunities and skill development as defining features of the colleague experience.
Matching Summary
The Financial Advisor Associate works with TD Wealth prospects and clients to attract and retain them by addressing their wealth management advisory needs.
Salary
$61,880 - $92,560 USD; Not specified; Not specified
Skills & Requirements
Must-have
Financial analysis and markets
Investment and insurance strategies
Client relationship management
Salesforce and Money Guide Pro proficiency
Fiduciary duty to clients
Nice-to-have
Community involvement
Mentorship of new FAAs
Positive and constructive work environment
Key Requirements
SIE & Series 7 required
L&H and Series 66 (or equivalent) or ability to obtain