Financial Advisor Trainee-hicksville, Ny

TD

Hicksville, New York, United States of America
Base: $57,720 - $86,320 usd; bonus/equity: variabl...
Strong interpersonal and communication skills
Ability to analyze client financial goals
Self-directed planning for sales goals
This transitional role prepares candidates to become Financial Advisor Associates by teaching requisite wealth management skills

Job Summary

  • This transitional role prepares candidates to become Financial Advisor Associates by teaching requisite wealth management skills.
  • The position involves meeting with prospects to analyze financial information and recommend personalized investment and insurance strategies.
  • TD offers a competitive total rewards package including base salary, variable compensation, health benefits, and career development programs.

Matching Summary

This transitional role prepares candidates to become Financial Advisor Associates by teaching requisite wealth management skills.

Salary

Base: $57,720 - $86,320 USD; Bonus/Equity: Variable compensation/incentive awards eligible; Benefits: Health, retirement, PTO, and banking discounts included

Skills & Requirements

Must-have

  • Strong interpersonal and communication skills
  • Ability to analyze client financial goals
  • Self-directed planning for sales goals
  • Willingness to travel for training classes

Nice-to-have

  • Experience in retail banking environment
  • Understanding of annuity and insurance products
  • Commitment to inclusive culture and diversity

Key Requirements

  • Bachelor's Degree strongly preferred
  • SIE license required
  • Must obtain Life & Health, Series 7, and Series 66 licenses
  • 1+ years relevant work experience or college degree

Work Rights

Not specified

Tailored Resume

Cover Letter