Financial Advisor - Washington, Dc

TD Bank

Washington, District of Columbia, United States of America
Base: $78,520 - $117,520 usd; bonus/equity: not sp...
Providing financial planning guidance
Selling investment management solutions
Servicing client needs
The Financial Advisor role is a three-year program with a forgivable draw, focused on providing financial planning guidance and selling investment management solutions

Job Summary

  • The Financial Advisor role is a three-year program with a forgivable draw, focused on providing financial planning guidance and selling investment management solutions.
  • This role serves as the central point of contact, responsible for client service and developing relationships to achieve greater share of wallet by helping clients achieve their goals.
  • TD Bank offers a Total Rewards package including base salary, variable compensation, health and well-being benefits, savings and retirement programs, and paid time off.

Matching Summary

The Financial Advisor role is a three-year program with a forgivable draw, focused on providing financial planning guidance and selling investment management solutions.

Salary

Base: $78,520 - $117,520 USD; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • providing financial planning guidance
  • selling investment management solutions
  • servicing client needs
  • delivering legendary service
  • managing client relationships
  • meeting sales goals

Nice-to-have

  • fostering positive work environment
  • contributing to community initiatives
  • mentoring new advisors
  • proactive client outreach

Key Requirements

  • 2+ years of advice, planning, and investment sales
  • SIE, Series 7, Series 63 required
  • L&H and Series 66 (or equivalent) or ability to obtain
  • Bachelor's degree strongly preferred
  • Consultative sales experience required
  • Ability to travel within assigned market

Work Rights

Not specified

Tailored Resume

Cover Letter