Financial Advisor- Midtown Manhattan

TD Bank

New York, New York, United States
Base: $78,520 - $117,520 usd; bonus/equity: not sp...
Provide financial planning guidance
Selling investment management solutions
Service client needs
The Financial Advisor role is a three-year program with a forgivable draw, for financial advisors or planners who will be providing financial planning guidance & selling investment management solutions

Job Summary

  • The Financial Advisor role is a three-year program with a forgivable draw, for financial advisors or planners who will be providing financial planning guidance & selling investment management solutions.
  • This role will serve as the central point of contact, responsible for providing client service & developing the relationship to achieve greater share of wallet by helping clients achieve their goals related to asset accumulation, preservation, growth, and protection.
  • TD is committed to providing fair and equitable compensation opportunities to all colleagues, with growth opportunities and skill development being defining features of the colleague experience.

Matching Summary

The Financial Advisor role is a three-year program with a forgivable draw, for financial advisors or planners who will be providing financial planning guidance & selling investment management solutions.

Salary

Base: $78,520 - $117,520 USD; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • Provide financial planning guidance
  • Selling investment management solutions
  • Service client needs
  • Develop client relationships
  • Meet sales goals
  • Compliant with regulations

Nice-to-have

  • Foster positive work environment
  • Community involvement
  • Support charity initiatives
  • Contribute to team success

Key Requirements

  • Bachelor's degree strongly preferred
  • 2+ years of experience
  • SIE, Series 7, Series 63 required
  • L&H and Series 66 (or equivalent) or ability to obtain
  • Consultative sales experience required
  • Ability to travel within assigned market

Work Rights

Not specified

Tailored Resume

Cover Letter