Financial Advisor Associate-long Beach

TD Bank Group

Long Beach, New York, United States of America
Base: $66,560 - $99,320 usd; bonus/equity: eligibl...
Client relationship building and retention
Financial analysis of income and assets
Investment and insurance strategy advice
The Financial Advisor Associate serves as a fiduciary to provide objective financial advice and long-term retirement planning for TD Wealth clients

Job Summary

  • The Financial Advisor Associate serves as a fiduciary to provide objective financial advice and long-term retirement planning for TD Wealth clients.
  • This role requires analyzing client financial information to recommend personalized investment and insurance strategies that meet specific wealth creation objectives.
  • TD offers a competitive total rewards package including base salary, variable compensation, health benefits, and extensive career development opportunities.

Matching Summary

The Financial Advisor Associate serves as a fiduciary to provide objective financial advice and long-term retirement planning for TD Wealth clients.

Salary

Base: $66,560 - $99,320 USD; Bonus/Equity: Eligible for cash and/or equity incentive awards; Benefits: Health, well-being, savings, retirement, PTO, and banking discounts

Skills & Requirements

Must-have

  • Client relationship building and retention
  • Financial analysis of income and assets
  • Investment and insurance strategy advice
  • SalesForce and Money Guide Pro proficiency
  • Compliance with federal and state regulations

Nice-to-have

  • Strong verbal and written communication skills
  • Self-directed planning for sales goals
  • Community involvement and charity support
  • Mentoring new team members
  • Deep understanding of wealth products

Key Requirements

  • Bachelor's degree strongly preferred
  • SIE & Series 7 licenses required
  • L&H and Series 66 or equivalent required
  • 1+ years relevant financial services experience
  • Ability to travel five days a week within territory

Work Rights

Not specified

Tailored Resume

Cover Letter