Financial Advisor - Burlington, Vt

TD Bank

Burlington, Vermont, United States of America
Base: $72,280 - $108,160 usd; bonus/equity: not sp...
Client discovery and needs analysis
Investment recommendations
Customer relationship management
The Financial Advisor role is a three-year program with a forgivable draw, providing financial planning guidance and selling investment management solutions

Job Summary

  • The Financial Advisor role is a three-year program with a forgivable draw, providing financial planning guidance and selling investment management solutions.
  • This role serves as the central point of contact, responsible for providing client service and developing relationships to achieve greater share of wallet.
  • TD is committed to providing fair and equitable compensation opportunities, growth opportunities, and skill development, with a total rewards package including base salary, variable compensation, and comprehensive benefits.

Matching Summary

The Financial Advisor role is a three-year program with a forgivable draw, providing financial planning guidance and selling investment management solutions.

Salary

Base: $72,280 - $108,160 USD; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • client discovery and needs analysis
  • investment recommendations
  • customer relationship management
  • sales goal achievement
  • regulatory compliance adherence

Nice-to-have

  • fostering positive work environment
  • community involvement
  • mentoring new financial 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

Must be eligible for employment under FINRA standards

Tailored Resume

Cover Letter