Financial Advisor Trainee - Burlington, Vermont

TD Bank Group

Burlington, Vermont, United States of America
Base: $25.75 - $38.50 usd; bonus/equity: eligible ...
Strong verbal and written communication skills
Ability to obtain series 7 and series 66 licenses
Demonstrated ability to advise clients on investments
This transitional role prepares candidates to become Financial Advisor Associates who will attract and retain clients by addressing their wealth management needs

Job Summary

  • This transitional role prepares candidates to become Financial Advisor Associates who will attract and retain clients by addressing their wealth management needs.
  • The position requires obtaining specific licenses including Life & Health, Series 7, and Series 66 within a specified timeframe to qualify for the associate role.
  • TD Bank offers a comprehensive 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 who will attract and retain clients by addressing their wealth management needs.

Salary

Base: $25.75 - $38.50 USD; Bonus/Equity: Eligible for cash and/or equity incentive awards; Benefits: Health, well-being, savings, retirement, PTO, banking discounts

Skills & Requirements

Must-have

  • Strong verbal and written communication skills
  • Ability to obtain Series 7 and Series 66 licenses
  • Demonstrated ability to advise clients on investments

Nice-to-have

  • Self-directed with strong planning abilities
  • Experience in retail banking or sales
  • Passion for helping clients build lasting relationships

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter