Base: $78,520 - $117,520 usd; bonus/equity: not sp...
Providing financial planning guidance
Selling investment management solutions
Servicing client needs
The Financial Advisor role is a three-year program with a forgivable draw, providing financial planning guidance and selling investment management solutions to TD Wealth clients
Job Summary
The Financial Advisor role is a three-year program with a forgivable draw, providing financial planning guidance and selling investment management solutions to TD Wealth clients.
Responsibilities include servicing client needs, developing relationships to achieve greater share of wallet, and ensuring clients receive a comprehensive planning experience.
TD offers a competitive Total Rewards package, including base salary, variable compensation, health and well-being benefits, savings programs, and opportunities for career development and skill enhancement.
Matching Summary
The Financial Advisor role is a three-year program with a forgivable draw, providing financial planning guidance and selling investment management solutions to TD Wealth clients.
Salary
Base: $78,520 - $117,520 USD; Bonus/Equity: Not specified; Benefits: Not specified
Skills & Requirements
Must-have
Providing financial planning guidance
Selling investment management solutions
Servicing client needs
Maximizing client retention and growth
Partnering for lead generation
Meeting sales goals
Nice-to-have
Fostering positive work environment
Community involvement
Mentoring new advisors
Key Requirements
Bachelor's degree strongly preferred
2+ years of advice, planning, and investment sales
SIE, Series 7, Series 63 required
L&H and Series 66 (or equivalent) or ability to obtain