Financial Advisor - Jamison, Pa

TD Bank

Jamison, Pennsylvania, United States of America
$72,280 - $108,160 usd; not specified; not specifi...
On-site
Selling investment management solutions
Providing financial planning guidance
Customer-centric service delivery
TD Bank is seeking a Financial Advisor in Jamison, PA, for a three-year program aimed at providing financial planning guidance and investment management solutions. The role involves building client relationships and achieving sales goals while ensuring compliance with regulations

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.
  • The 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. Growth opportunities and skill development are defining features of the colleague experience at TD.

Matching Summary

Match Score: 85

TD Bank is seeking a Financial Advisor in Jamison, PA, for a three-year program aimed at providing financial planning guidance and investment management solutions. The role involves building client relationships and achieving sales goals while ensuring compliance with regulations.

Salary

$72,280 - $108,160 USD; Not specified; Not specified

Skills & Requirements

Must-have

  • Selling investment management solutions
  • Providing financial planning guidance
  • Customer-centric service delivery
  • Client relationship management
  • Meeting sales goals

Nice-to-have

  • Community involvement
  • Fostering positive work environment
  • Mentoring new advisors

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter