Financial Advisor Associate - Huntington, Ny

TD Bank

Huntington, New York, United States
$66,560 - $99,320 usd; not specified; not specifie...
Financial analysis and markets knowledge
Investment and insurance strategies
Client relationship management
The Financial Advisor Associate works with prospects and clients to address their wealth management advisory needs, analyzing financial information and recommending personalized strategies

Job Summary

  • The Financial Advisor Associate works with prospects and clients to address their wealth management advisory needs, analyzing financial information and recommending personalized strategies.
  • The role requires strong interpersonal skills to develop client relationships and provide objective financial advice, long-term retirement planning, and annual reviews as a fiduciary.
  • TD Bank offers a competitive Total Rewards package including base salary, variable compensation, health and well-being benefits, savings and retirement programs, and career development opportunities.

Matching Summary

The Financial Advisor Associate works with prospects and clients to address their wealth management advisory needs, analyzing financial information and recommending personalized strategies.

Salary

$66,560 - $99,320 USD; Not specified; Not specified

Skills & Requirements

Must-have

  • Financial analysis and markets knowledge
  • Investment and insurance strategies
  • Client relationship management
  • Salesforce and Money Guide Pro proficiency
  • Wealth management business development

Nice-to-have

  • Community involvement and support
  • Fostering positive work environment
  • Mentoring new FAAs

Key Requirements

  • 1+ years of relevant work experience
  • SIE & Series 7 required
  • L&H and Series 66 (or equivalent) or ability to obtain
  • Bachelor's degree strongly preferred
  • Consultative sales experience required

Work Rights

Not specified

Tailored Resume

Cover Letter