Financial Advisor Associate - Lexington, Massachusetts

TD Bank Group

Lexington, Massachusetts, United States of America
Base: $61,880 - $92,560 usd; bonus/equity: eligibi...
Sie & series 7 license required
L&h and series 66 license or equivalent
Consultative sales experience required
The Financial Advisor Associate works as a fiduciary to analyze client financial information and recommend personalized investment and insurance strategies

Job Summary

  • The Financial Advisor Associate works as a fiduciary to analyze client financial information and recommend personalized investment and insurance strategies.
  • The role involves developing a client base through acquisition, retention, and growing wallet share by anticipating client needs.
  • 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 analyze client financial information and recommend personalized investment and insurance strategies.

Salary

Base: $61,880 - $92,560 USD; Bonus/Equity: Eligibility for cash and/or equity incentive awards; Benefits: Health, retirement, PTO, and banking discounts included

Skills & Requirements

Must-have

  • SIE & Series 7 license required
  • L&H and Series 66 license or equivalent
  • Consultative sales experience required
  • Ability to travel five days a week
  • Proficiency in SalesForce and Money Guide Pro

Nice-to-have

  • Strong interpersonal and communication skills
  • Experience with retail banking clients
  • Mentoring new associates
  • Community involvement and charity support
  • Self-directed planning abilities

Key Requirements

  • Bachelor's degree strongly preferred
  • 1+ years relevant work experience
  • SIE & Series 7 required
  • L&H and Series 66 required or obtainable
  • Eligible for FINRA registration

Work Rights

Not specified

Tailored Resume

Cover Letter