Financial Advisor Associate - Augusta, Maine

TD

Augusta, Maine, United States
Base: $61,880 - $92,560 usd; bonus/equity: not spe...
Strong interpersonal skills
Financial analysis knowledge
Wealth management advisory experience
The Financial Advisor Associate works with TD Wealth clients to address their wealth management needs. The role involves analyzing financial information and recommending tailored investment strategies. TD is committed to colleague development and offers competitive compensation and benefits

Job Summary

  • The Financial Advisor Associate works with TD Wealth clients to address their wealth management needs. The role involves analyzing financial information and recommending tailored investment strategies. TD is committed to colleague development and offers competitive compensation and benefits.
  • The successful candidate will develop and maintain client relationships while ensuring compliance with regulations. They will also educate and coach Retail Store staff to identify referral prospects. This position emphasizes the importance of putting clients' financial interests first.

Matching Summary

The Financial Advisor Associate works with TD Wealth clients to address their wealth management needs. The role involves analyzing financial information and recommending tailored investment strategies. TD is committed to colleague development and offers competitive compensation and benefits.

Salary

Base: $61,880 - $92,560 USD; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • strong interpersonal skills
  • financial analysis knowledge
  • wealth management advisory experience

Nice-to-have

  • relationship building skills
  • community involvement
  • consultative sales experience

Key Requirements

  • Bachelor's degree strongly preferred
  • 1+ years of relevant work experience
  • SIE & Series 7 required

Work Rights

Not specified

Tailored Resume

Cover Letter