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.
Candidates must leverage their experience to service unique client needs by reviewing financial goals and making aligned investment recommendations.
TD offers a competitive total rewards package including base salary, variable compensation, health benefits, and extensive career development opportunities.
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: Variable compensation/incentive awards eligible; Benefits: Health, retirement, PTO, and banking discounts included
Skills & Requirements
Must-have
Selling investments and providing financial plans
Delivering legendary customer service
Conducting annual client reviews
Achieving quarterly and annual sales goals
Managing client relationships and wallet share
Nice-to-have
Strong verbal and written communication skills
Ability to travel within assigned market
Consultative sales experience
Fostering a positive work environment
Community involvement and charity support
Key Requirements
Bachelor's degree strongly preferred
2+ years of advice, planning, and investment sales experience
SIE, Series 7, and Series 63 licenses required
L&H and Series 66 (or equivalent) required or obtainable
Eligibility for FINRA registration and background checks