Financial Advisor - Hauppauge, Ny

TD Bank

Hauppauge, New York, United States of America
Base: $72,280 - $108,160 usd; bonus/equity: variab...
Not specified (likely in-office due to location).
Selling investments and providing financial plans
Delivering legendary customer service
Managing client relationships and goals
TD Bank is seeking a Financial Advisor for its Hauppauge, NY location to guide clients in financial planning and investment solutions. The role entails a three-year program focusing on relationship management, sales goals, and exceptional client service

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.
  • As the central point of contact, the advisor will develop client relationships to achieve greater share of wallet by helping clients with asset accumulation, preservation, growth, and protection.
  • TD offers a competitive total rewards package including base salary, variable compensation, health benefits, retirement programs, and extensive career development opportunities.

Matching Summary

Match Score: 85

TD Bank is seeking a Financial Advisor for its Hauppauge, NY location to guide clients in financial planning and investment solutions. The role entails a three-year program focusing on relationship management, sales goals, and exceptional client service.

Salary

Base: $72,280 - $108,160 USD; Bonus/Equity: Variable compensation/incentive awards eligible; Benefits: Health, savings, retirement, PTO, and banking discounts included

Skills & Requirements

Must-have

  • selling investments and providing financial plans
  • delivering legendary customer service
  • managing client relationships and goals
  • executing annual client reviews
  • meeting quarterly and annual sales goals

Nice-to-have

  • strong verbal and written communication skills
  • ability to travel within assigned market
  • fostering a positive work environment
  • mentoring new financial advisors
  • 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
  • Ability to commute and travel five days a week

Work Rights

Not specified

Tailored Resume

Cover Letter