Financial Advisor-bensonhurst

TD

Brooklyn, New York, United States of America
Base: $78,520 - $117,520 usd; bonus/equity: variab...
Investment sales experience required
Client discovery and financial needs analysis
Annual client review (acr) execution
This role is a three-year program with a forgivable draw designed for advisors providing financial planning guidance and selling investment solutions

Job Summary

  • This role is a three-year program with a forgivable draw designed for advisors providing financial planning guidance and selling investment solutions.
  • The Financial Advisor serves as the central point of contact to develop client relationships, achieve greater share of wallet, and ensure clients meet their asset accumulation and protection goals.
  • TD offers comprehensive training, onboarding sessions, and a competitive total rewards package including base salary, variable compensation, and extensive benefits.

Matching Summary

This role is a three-year program with a forgivable draw designed for advisors providing financial planning guidance and selling investment solutions.

Salary

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

Skills & Requirements

Must-have

  • Investment sales experience required
  • Client discovery and financial needs analysis
  • Annual Client Review (ACR) execution
  • Consultative sales approach
  • Regulatory compliance adherence

Nice-to-have

  • Community involvement and charity support
  • Mentoring new Financial Advisors
  • Cross-selling to retail partners
  • High-net-worth client transition skills

Key Requirements

  • Bachelor's degree strongly preferred
  • 2+ years advice, planning, and investment sales experience
  • SIE, Series 7, 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