Ability to analyze financial information and goals
Consultative sales experience with retail clients
The Financial Advisor Associate serves as a fiduciary, putting client financial interests first while providing ongoing objective advice and long-term retirement planning
Job Summary
The Financial Advisor Associate serves as a fiduciary, putting client financial interests first while providing ongoing objective advice and long-term retirement planning.
This role involves developing and maintaining client relationships by analyzing financial data to recommend personalized investment and insurance strategies tailored to individual goals.
TD offers comprehensive training, onboarding sessions, and career development opportunities including mentorship programs to help colleagues thrive in their roles.
Matching Summary
The Financial Advisor Associate serves as a fiduciary, putting client financial interests first while providing ongoing objective advice and long-term retirement planning.
Salary
Base: $66,560 - $99,320 USD; Bonus/Equity: Eligible for cash and/or equity incentive awards; Benefits: Health, savings, retirement, PTO, and banking discounts included
Skills & Requirements
Must-have
Strong interpersonal and communication skills
Ability to analyze financial information and goals
Consultative sales experience with retail clients
Proficiency in Salesforce and Money Guide Pro software
Willingness to travel within assigned territory daily
Nice-to-have
Experience mentoring new Financial Advisor Associates
Community involvement and charity support
Deep understanding of wealth products and services
Proven track record of meeting sales objectives
Key Requirements
Bachelor's degree strongly preferred
SIE & Series 7 licenses required
L&H and Series 66 or equivalent required
1+ years relevant work experience in financial services
Eligible for FINRA registration and background checks