The Financial Advisor Associate serves as the primary relationship manager for TD Wealth clients, analyzing their financial information to develop personalized investment and insurance strategies
Job Summary
The Financial Advisor Associate serves as the primary relationship manager for TD Wealth clients, analyzing their financial information to develop personalized investment and insurance strategies.
As a fiduciary, the role requires putting the client's financial interests first while providing ongoing objective advice, retirement planning, and annual reviews.
TD offers a competitive total rewards package including base salary, variable compensation, health benefits, and extensive career development opportunities.
Matching Summary
The Financial Advisor Associate serves as the primary relationship manager for TD Wealth clients, analyzing their financial information to develop personalized investment and insurance strategies.
Salary
Base: $61,880 - $92,560 USD; Bonus/Equity: Variable compensation/incentive awards eligible; Benefits: Health, savings, retirement, PTO, and banking discounts included
Skills & Requirements
Must-have
SIE & Series 7 license required
L&H and Series 66 license or equivalent
Consultative sales experience required
Ability to travel five days a week
Proficiency in SalesForce and Money Guide Pro
Nice-to-have
Strong interpersonal and communication skills
Experience with retail banking clients
Mentoring new associates
Community involvement and charity support
Self-directed planning abilities
Key Requirements
Bachelor's degree strongly preferred
1+ years relevant financial services experience
Must obtain L&H and Series 66 licenses within schedule
Eligible for FINRA registration and background checks