Financial Advisor - Scotch Plains, Nj

TD Bank

Scotch Plains, New Jersey, United States
Base: $78,520 - $117,520 usd; bonus/equity: not sp...
Financial planning guidance
Investment management solutions
Client relationship development
The Financial Advisor role is a three-year program with a forgivable draw, for financial advisors or planners who will be providing financial planning guidance & selling investment management solutions

Job Summary

  • The Financial Advisor role is a three-year program with a forgivable draw, for financial advisors or planners who will be providing financial planning guidance & selling investment management solutions.
  • Leverage experience to service unique and complex needs of TD Wealth clients by reviewing financial goals and making investment recommendations aligned to their client's goals.
  • TD is committed to providing fair and equitable compensation opportunities to all colleagues, with growth opportunities and skill development as defining features of the colleague experience.

Matching Summary

The Financial Advisor role is a three-year program with a forgivable draw, for financial advisors or planners who will be providing financial planning guidance & selling investment management solutions.

Salary

Base: $78,520 - $117,520 USD; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • Financial planning guidance
  • Investment management solutions
  • Client relationship development
  • Sales goal achievement
  • Customer-centric service delivery

Nice-to-have

  • Positive and constructive work environment
  • Community involvement
  • Mentoring new FAs
  • Pro-active client contact

Key Requirements

  • Bachelor's degree strongly preferred
  • 2+ years of experience
  • SIE, Series 7, Series 63 required
  • L&H and Series 66 (or equivalent) or ability to obtain
  • Consultative sales experience required
  • Ability to travel within assigned market

Work Rights

Not specified

Tailored Resume

Cover Letter