Financial Advisor Associate - North Andover, Massachusetts

TD

North Andover, Massachusetts, United States
Base: $61,880 - $92,560 usd; bonus/equity: not spe...
Wealth management advisory services
Client relationship management
Financial analysis and planning
The Financial Advisor Associate works with TD Wealth clients to analyze financial information and recommend personalized investment and insurance strategies to meet their financial goals

Job Summary

  • The Financial Advisor Associate works with TD Wealth clients to analyze financial information and recommend personalized investment and insurance strategies to meet their financial goals.
  • TD offers a comprehensive Total Rewards package including base salary, variable compensation, health benefits, retirement programs, and career development opportunities.
  • The role requires adherence to regulatory compliance and provides ongoing training, onboarding, and support to ensure success and professional growth.

Matching Summary

The Financial Advisor Associate works with TD Wealth clients to analyze financial information and recommend personalized investment and insurance strategies to meet their financial goals.

Salary

Base: $61,880 - $92,560 USD; Bonus/Equity: Not specified; Benefits: Health, savings, retirement, PTO, banking discounts

Skills & Requirements

Must-have

  • Wealth management advisory services
  • Client relationship management
  • Financial analysis and planning
  • Investment and insurance strategy advice
  • Consultative sales experience
  • Proficient in SalesForce and Money Guide Pro
  • Ability to travel within assigned market

Nice-to-have

  • Strong interpersonal and communication skills
  • Team collaboration and mentoring
  • Community involvement and charity support
  • Self-directed planning and organization
  • Coaching and training retail staff

Key Requirements

  • Bachelor's degree strongly preferred
  • 1+ years financial services experience or FAA Trainee completion
  • SIE & Series 7 required
  • L&H and Series 66 or ability to obtain
  • Ability to commute and travel within territory
  • Eligible for employment under FINRA standards

Work Rights

Eligible for employment under FINRA standards

Tailored Resume

Cover Letter