Financial Advisor Associate - Hauppauge, Ny

TD Bank

Hauppauge, New York, United States of America
Base: $66,560 - $99,320 usd; bonus/equity: variabl...
Strong interpersonal and communication skills
Ability to analyze financial goals and assets
Consultative sales experience required
The Financial Advisor Associate works as a fiduciary to provide objective financial advice and long-term retirement planning for TD Wealth clients

Job Summary

  • The Financial Advisor Associate works as a fiduciary to provide objective financial advice and long-term retirement planning for TD Wealth clients.
  • Candidates will be responsible for developing and maintaining client relationships while educating retail staff to identify referral prospects.
  • TD offers a competitive total rewards package including base salary, variable compensation, health benefits, and extensive career development opportunities.

Matching Summary

The Financial Advisor Associate works as a fiduciary to provide objective financial advice and long-term retirement planning for TD Wealth clients.

Salary

Base: $66,560 - $99,320 USD; Bonus/Equity: Variable compensation/incentive awards eligible; Benefits: Health, savings, retirement, PTO, and banking discounts included

Skills & Requirements

Must-have

  • Strong interpersonal and communication skills
  • Ability to analyze financial goals and assets
  • Consultative sales experience required
  • Proficiency in Salesforce and Money Guide Pro
  • Willingness to travel five days a week

Nice-to-have

  • Self-directed with strong planning abilities
  • Experience mentoring new team members
  • Community involvement and charity support
  • Deep understanding of retail banking clients

Key Requirements

  • Bachelor's degree strongly preferred
  • SIE & Series 7 licenses required
  • L&H and Series 66 or equivalent required
  • 1+ years relevant work experience in financial services
  • Eligible for FINRA registration and background checks

Work Rights

Not specified

Tailored Resume

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