Financial Advisor Associate - Bear, De

TD

Bear, Delaware, United States of America
Base: $61,880 - $92,560 usd; bonus/equity: variabl...
Client financial analysis and goal assessment
Investment and insurance strategy recommendation
Fiduciary responsibility to client interests
The Financial Advisor Associate serves as a fiduciary, putting client financial interests first while providing objective advice on wealth management and retirement planning

Job Summary

  • The Financial Advisor Associate serves as a fiduciary, putting client financial interests first while providing objective advice on wealth management and retirement planning.
  • This role involves analyzing client financial information to develop personalized investment and insurance strategies that meet specific short and long-term goals.
  • TD offers comprehensive training, onboarding sessions, and a competitive total rewards package including health benefits, savings programs, and career development opportunities.

Matching Summary

The Financial Advisor Associate serves as a fiduciary, putting client financial interests first while providing objective advice on wealth management and retirement planning.

Salary

Base: $61,880 - $92,560 USD; Bonus/Equity: Variable compensation/incentive awards eligible; Benefits: Health, savings, retirement, PTO, banking discounts

Skills & Requirements

Must-have

  • Client financial analysis and goal assessment
  • Investment and insurance strategy recommendation
  • Fiduciary responsibility to client interests
  • SalesForce and Money Guide Pro proficiency
  • Retail staff coaching and referral generation

Nice-to-have

  • Strong interpersonal and relationship building skills
  • Community involvement and charity support
  • Mentoring new Financial Advisor Associates
  • Ability to anticipate client needs for wallet share growth

Key Requirements

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

Work Rights

Must be eligible for employment under FINRA standards; Satisfactory background checks required

Tailored Resume

Cover Letter