Financial Advisor- Midtown Manhattan

TD Bank Group

New York, New York, United States
Base: $78,520 - $117,520 usd; bonus/equity: eligib...
Selling investments and financial plans
Delivering legendary customer service
Conducting annual client reviews
The role is a three-year program with a forgivable draw designed for financial advisors to provide guidance and sell investment solutions

Job Summary

  • The role is a three-year program with a forgivable draw designed for financial advisors to provide guidance and sell investment solutions.
  • Advisors serve as the central point of contact to deepen client relationships, achieve greater share of wallet, and ensure comprehensive financial planning.
  • TD Bank offers competitive compensation, career development opportunities, and a total rewards package including health benefits and retirement programs.

Matching Summary

The role is a three-year program with a forgivable draw designed for financial advisors to provide guidance and sell investment solutions.

Salary

Base: $78,520 - $117,520 USD; Bonus/Equity: Eligible for cash and/or equity incentive awards; Benefits: Health, well-being, savings, retirement, PTO, and banking discounts

Skills & Requirements

Must-have

  • Selling investments and financial plans
  • Delivering legendary customer service
  • Conducting annual client reviews
  • Achieving quarterly and annual sales goals
  • Managing client relationships and wallet share

Nice-to-have

  • Coaching retail and small business staff
  • Fostering a positive work environment
  • Community involvement and charity support
  • Mentoring new financial advisors
  • Proactive client needs anticipation

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