Financial Advisor - Long Beach, Ny

TD Bank

Long Beach, New York, United States of America
Base: $72,280 - $108,160 usd; bonus/equity: variab...
Onsite
Selling investments and providing financial plans
Delivering legendary customer service
Managing client relationships and goals
TD Bank is seeking a Financial Advisor for a three-year program based in Long Beach, NY, offering a competitive salary and opportunities for growth within the financial services sector. The role focuses on providing financial planning guidance and investment management solutions to clients

Job Summary

  • The role involves a three-year program with a forgivable draw designed to help financial advisors provide comprehensive planning guidance and sell investment solutions.
  • Advisors serve as the central point of contact for clients, responsible for developing relationships to achieve greater share of wallet through asset accumulation and protection strategies.
  • TD Bank offers a competitive total rewards package including base salary, variable compensation, health benefits, retirement programs, and extensive career development opportunities.

Matching Summary

Match Score: 85

TD Bank is seeking a Financial Advisor for a three-year program based in Long Beach, NY, offering a competitive salary and opportunities for growth within the financial services sector. The role focuses on providing financial planning guidance and investment management solutions to clients.

Salary

Base: $72,280 - $108,160 USD; Bonus/Equity: Variable compensation/incentive awards eligible; Benefits: Health, savings, retirement, PTO, banking discounts

Skills & Requirements

Must-have

  • selling investments and providing financial plans
  • delivering legendary customer service
  • managing client relationships and goals
  • executing annual client reviews
  • achieving quarterly and annual sales goals

Nice-to-have

  • self-directed with strong planning ability
  • fostering positive work environment
  • mentoring new financial advisors
  • community involvement and charity support

Key Requirements

  • Bachelor's degree strongly preferred
  • 2+ years of advice, planning, and investment sales experience
  • SIE, Series 7, and Series 63 licenses required
  • L&H and Series 66 (or equivalent) required or obtainable
  • Ability to travel five days a week within assigned market

Work Rights

Not specified

Tailored Resume

Cover Letter