Financial Advisor - North Andover, Massachusetts

TD Bank

North Andover, Massachusetts, United States of America
Base: $72,280 - $108,160 usd; bonus/equity: variab...
Onsite
Selling investments and providing financial plans
Delivering legendary customer service
Managing client relationships and goals
TD Bank is seeking a Financial Advisor for their North Andover, Massachusetts location, focusing on providing financial planning guidance and investment management solutions. The role is part of a three-year program and emphasizes customer service, relationship management, and meeting sales goals

Job Summary

  • The role involves a three-year program with a forgivable draw for financial advisors providing guidance on investment management solutions.
  • Advisors serve as the central point of contact to develop relationships, achieve greater share of wallet, and help clients with asset accumulation and protection.
  • TD offers a competitive total rewards package including base salary, variable compensation, health benefits, and career development opportunities.

Matching Summary

Match Score: 85

TD Bank is seeking a Financial Advisor for their North Andover, Massachusetts location, focusing on providing financial planning guidance and investment management solutions. The role is part of a three-year program and emphasizes customer service, relationship management, and meeting sales goals.

Salary

Base: $72,280 - $108,160 USD; Bonus/Equity: Variable compensation/incentive awards eligible; Benefits: Health, retirement, PTO, banking discounts included

Skills & Requirements

Must-have

  • selling investments and providing financial plans
  • delivering legendary customer service
  • managing client relationships and goals
  • implementing annual client review process
  • achieving quarterly and annual sales goals

Nice-to-have

  • strong verbal and written communication skills
  • ability to travel five days a week
  • fostering positive work environment
  • mentoring new financial advisors
  • community involvement and charity support

Key Requirements

  • Bachelor's degree strongly preferred
  • 2+ years of advice, planning, and investment sales experience
  • SIE, Series 7, and Series 63 licenses required
  • L&H and Series 66 (or equivalent) required or obtainable
  • Ability to commute within assigned territory daily

Work Rights

Not specified

Tailored Resume

Cover Letter